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IIF

Morgan Stanley India Investment Fund

43 hedge funds and large institutions have $96.6M invested in Morgan Stanley India Investment Fund in 2019 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

8% more funds holding

Funds holding: 4043 (+3)

0.32% more ownership

Funds ownership: 32.65%32.98% (+0.32%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% less capital invested

Capital invested by funds: $96.9M → $96.6M (-$295K)

11% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 9

Holders
43
Holders Change
+3
Holders Change %
+7.5%
% of All Funds
0.93%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
8
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$200K +$198K +9,540 New
Wells Fargo
27
Wells Fargo
California
$121K -$20.8K -999 -15%
SIA
28
SeaBridge Investment Advisors
New Jersey
$113K
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$67K
PCMC
30
Private Capital Management (Colorado)
Colorado
$63K +$1.32M +63,350 New
AG
31
Advisor Group
Arizona
$44K
GWM
32
Geneos Wealth Management
Colorado
$41K
Skandinaviska Enskilda Banken (SEB)
33
Skandinaviska Enskilda Banken (SEB)
Sweden
$40K +$39.5K +1,900 New
FHA
34
Flagship Harbor Advisors
Massachusetts
$27K
CLOS
35
Compagnie Lombard Odier SCmA
Switzerland
$21K
AC
36
Avestar Capital
New York
$17K
ASN
37
Advisory Services Network
Georgia
$13K +$12.5K +600 New
Citigroup
38
Citigroup
New York
$12K
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$10K
LC
40
Lindbrook Capital
California
$9K
Rockefeller Capital Management
41
Rockefeller Capital Management
New York
$7K +$6.65K +320 New
FDCDDQ
42
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.29K
CFN
43
Cordasco Financial Network
Florida
$3K
WAM
44
Wealthspire Advisors (Maryland)
Maryland
-$44K -2,100 Closed
CAC
45
Certified Advisory Corp
Florida
-$14K -666 Closed
SWM
46
SeaCrest Wealth Management
New York
-$13K -630 Closed
JP Morgan Chase
47
JP Morgan Chase
New York
-$1K -30 Closed

IIF Hedge Fund Activity: Q2 2019 in Review

43 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley India Investment Fund (IIF) for Q2 2019, worth a combined $96.6M — down 0.3% from $96.9M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new IIF positions and 4 closed out — a net gain of 4 holders — while 8 added to existing stakes and 9 trimmed.

The largest buyer was UBS Group, adding an estimated $1.88M. The largest seller was Letko, Brosseau & Associates, cutting an estimated $1.56M.

  • 43 institutional investors held Morgan Stanley India Investment Fund (IIF) as of Q2 2019, up from 40 in Q1 2019.
  • Funds reported $96.6M of Morgan Stanley India Investment Fund stock for Q2 2019, down 0.3% quarter-over-quarter.
  • 8 funds opened new Morgan Stanley India Investment Fund positions in Q2 2019 and 4 closed out, a net change of +4 holders.
  • The largest Morgan Stanley India Investment Fund buyer in Q2 2019 was UBS Group, an estimated $1.88M added.
  • The largest Morgan Stanley India Investment Fund seller in Q2 2019 was Letko, Brosseau & Associates, an estimated $1.56M sold.

Based on aggregated 13F filings for Q2 2019.