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IIF

Morgan Stanley India Investment Fund
IIF

40 hedge funds and large institutions have $96.9M invested in Morgan Stanley India Investment Fund in 2019 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 9 increasing their positions, 12 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% less capital invested

Capital invested by funds: $97M → $96.9M (-$95.7K)

1.48% less ownership

Funds ownership: 34.13% → 32.65% (-1.5%)

18% less funds holding

Funds holding: 49 → 40 (-9)

25% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 12

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 9

Holders
40
Holders Change
-9
Holders Change %
-18.37%
% of All Funds
0.87%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
–
Increased
9
Reduced
12
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
1CP
1607 Capital Partners
Virginia
+$618K
2
UBS Group
UBS Group
Switzerland
+$565K
3
MML Investors Services
MML Investors Services
Massachusetts
+$271K
4
Morgan Stanley
Morgan Stanley
New York
+$199K
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$180K

Top Sellers

Rank Fund Capital Flow
1
WAM
Wolverine Asset Management
Illinois
-$2.2M
2
COLIM
City of London Investment Management
United Kingdom
-$902K
3
CA
Cornerstone Advisors
North Carolina
-$826K
4
LCM
Landscape Capital Management
New Jersey
-$417K
5
6M
6 Meridian
Kansas
-$357K
Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
26
SeaBridge Investment Advisors
New Jersey
$113K – – –
PNC Financial Services Group
27
PNC Financial Services Group
Pennsylvania
$66K – – –
WAM
28
Wealthspire Advisors (Maryland)
Maryland
$44K – – –
AG
29
Advisor Group
Arizona
$43K -$16.7K -842 -29%
GWM
30
Geneos Wealth Management
Colorado
$41K – – –
FHA
31
Flagship Harbor Advisors
Massachusetts
$26K – – –
CLOS
32
Compagnie Lombard Odier SCmA
Switzerland
$21K – – –
AC
33
Avestar Capital
New York
$17K +$2.6K +131 +19%
CAC
34
Certified Advisory Corp
Florida
$14K – – –
SWM
35
SeaCrest Wealth Management
New York
$13K – – –
MFT
36
Moisand Fitzgerald Tamayo
Florida
$12K – – –
Citigroup
37
Citigroup
New York
$11K – – –
LTFS
38
Ladenburg Thalmann Financial Services
Florida
$10K -$5.95K -300 -39%
LC
39
Lindbrook Capital
California
$9K – – –
FDCDDQ
40
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.27K – – –
CFN
41
Cordasco Financial Network
Florida
$3K +$416 +21 +18%
JP Morgan Chase
42
JP Morgan Chase
New York
$1K – – –
LCM
43
Landscape Capital Management
New Jersey
– -$417K -20,785 Closed
6M
44
6 Meridian
Kansas
– -$357K -17,804 Closed
AC
45
Almitas Capital
California
– -$298K -14,846 Closed
Walleye Trading
46
Walleye Trading
New York
– -$219K -10,900 Closed
KTC
47
Kistler-Tiffany Companies
Pennsylvania
– -$10K -505 Closed
Deutsche Bank
48
Deutsche Bank
Germany
– -$7K -397 Closed
EWA
49
ERTS Wealth Advisors
Michigan
– -$2K -100 Closed
GT
50
Glenmede Trust
Pennsylvania
– -$1 -79 Closed
1
2

IIF Hedge Fund Activity: Q1 2019 in Review

40 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley India Investment Fund (IIF) for Q1 2019, worth a combined $96.9M — down 0.1% from $97M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of IIF and 0 opened new positions — a net loss of 9 holders — while 12 trimmed existing stakes and 9 added.

The largest buyer was 1607 Capital Partners, adding an estimated $618K. The largest seller was Wolverine Asset Management, cutting an estimated $2.2M.

  • 40 institutional investors held Morgan Stanley India Investment Fund (IIF) as of Q1 2019, down from 49 in Q4 2018.
  • Funds reported $96.9M of Morgan Stanley India Investment Fund stock for Q1 2019, down 0.1% quarter-over-quarter.
  • 0 funds opened new Morgan Stanley India Investment Fund positions in Q1 2019 and 9 closed out, a net change of -9 holders.
  • The largest Morgan Stanley India Investment Fund buyer in Q1 2019 was 1607 Capital Partners, an estimated $618K added.
  • The largest Morgan Stanley India Investment Fund seller in Q1 2019 was Wolverine Asset Management, an estimated $2.2M sold.

Based on aggregated 13F filings for Q1 2019.