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IIF

Morgan Stanley India Investment Fund
IIF

49 hedge funds and large institutions have $97M invested in Morgan Stanley India Investment Fund in 2018 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 8 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

9% more funds holding

Funds holding: 45 → 49 (+4)

0.46% more ownership

Funds ownership: 33.68% → 34.13% (+0.46%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

13% less capital invested

Capital invested by funds: $112M → $97M (-$14.9M)

38% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 13

Holders
49
Holders Change
+4
Holders Change %
+8.89%
% of All Funds
1.09%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
8
Reduced
13
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Geode Capital Management
Geode Capital Management
Massachusetts
+$1.91M
2
1CP
1607 Capital Partners
Virginia
+$1.37M
3
LCM
Landscape Capital Management
New Jersey
+$456K
4
6M
6 Meridian
Kansas
+$391K
5
WAM
Wolverine Asset Management
Illinois
+$379K

Top Sellers

Rank Fund Capital Flow
1
LTFS
Ladenburg Thalmann Financial Services
Florida
-$1.26M
2
Goldman Sachs
Goldman Sachs
New York
-$539K
3
LBA
Letko, Brosseau & Associates
Quebec, Canada
-$443K
4
CA
Cornerstone Advisors
North Carolina
-$408K
5
COLIM
City of London Investment Management
United Kingdom
-$349K
Name Holding Trade Value Shares
Change 		Change in
Stake
PVWM
26
Point View Wealth Management
New Jersey
$212K +$232K +10,592 New
GAM
27
Gould Asset Management
California
$204K +$224K +10,199 New
Morgan Stanley
28
Morgan Stanley
New York
$170K -$38.4K -1,751 -17%
Wells Fargo
29
Wells Fargo
California
$142K -$6.23K -284 -4%
SIA
30
SeaBridge Investment Advisors
New Jersey
$109K – – –
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$64K – – –
AG
32
Advisor Group
Arizona
$59K -$4.39K -200 -6%
WAM
33
Wealthspire Advisors (Maryland)
Maryland
$42K – – –
GWM
34
Geneos Wealth Management
Colorado
$40K – – –
FHA
35
Flagship Harbor Advisors
Massachusetts
$25K +$7.7K +351 +37%
CLOS
36
Compagnie Lombard Odier SCmA
Switzerland
$20K – – –
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$16K -$1.26M -57,599 -99%
AC
38
Avestar Capital
New York
$14K – – –
CAC
39
Certified Advisory Corp
Florida
$13K – – –
SWM
40
SeaCrest Wealth Management
New York
$13K – – –
Citigroup
41
Citigroup
New York
$11K – – –
MFT
42
Moisand Fitzgerald Tamayo
Florida
$11K – – –
KTC
43
Kistler-Tiffany Companies
Pennsylvania
$10K – – –
LC
44
Lindbrook Capital
California
$9K +$9.87K +450 New
Deutsche Bank
45
Deutsche Bank
Germany
$7K – – –
FDCDDQ
46
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.01K – – –
CFN
47
Cordasco Financial Network
Florida
$2K – – –
EWA
48
ERTS Wealth Advisors
Michigan
$2K +$2.19K +100 New
JP Morgan Chase
49
JP Morgan Chase
New York
$1K +$658 +30 New
GT
50
Glenmede Trust
Pennsylvania
$1 +$1.73K +79 New
1
2
3

IIF Hedge Fund Activity: Q4 2018 in Review

49 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley India Investment Fund (IIF) for Q4 2018, worth a combined $97M — down 13% from $112M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new IIF positions and 6 closed out — a net gain of 5 holders — while 8 added to existing stakes and 13 trimmed.

The largest buyer was Geode Capital Management, adding an estimated $1.91M. The largest seller was Ladenburg Thalmann Financial Services, cutting an estimated $1.26M.

  • 49 institutional investors held Morgan Stanley India Investment Fund (IIF) as of Q4 2018, up from 45 in Q3 2018.
  • Funds reported $97M of Morgan Stanley India Investment Fund stock for Q4 2018, down 13% quarter-over-quarter.
  • 11 funds opened new Morgan Stanley India Investment Fund positions in Q4 2018 and 6 closed out, a net change of +5 holders.
  • The largest Morgan Stanley India Investment Fund buyer in Q4 2018 was Geode Capital Management, an estimated $1.91M added.
  • The largest Morgan Stanley India Investment Fund seller in Q4 2018 was Ladenburg Thalmann Financial Services, an estimated $1.26M sold.

Based on aggregated 13F filings for Q4 2018.