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IIF

Morgan Stanley India Investment Fund

41 hedge funds and large institutions have $119M invested in Morgan Stanley India Investment Fund in 2020 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 10 increasing their positions, 16 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more capital invested

Capital invested by funds: $87.7M → $119M (+$31.5M)

6.33% more ownership

Funds ownership: 48.81%55.14% (+6.3%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

18% less funds holding

Funds holding: 5041 (-9)

38% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 16

82% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 11

Holders
41
Holders Change
-9
Holders Change %
-18%
% of All Funds
0.84%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
2
Increased
10
Reduced
16
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$219K -$35.3K -2,489 -16%
LCM
27
Landscape Capital Management
New Jersey
$182K -$363K -25,610 -70%
SIC
28
Samalin Investment Counsel
New York
$179K
Walleye Capital
29
Walleye Capital
New York
$174K -$281K -19,845 -65%
GAM
30
Gould Asset Management
California
$169K -$2.48K -175 -2%
AA
31
Ancora Advisors
Ohio
$113K
SIA
32
SeaBridge Investment Advisors
New Jersey
$78K -$16.2K -1,140 -19%
FHA
33
Flagship Harbor Advisors
Massachusetts
$24K
Osaic Holdings
34
Osaic Holdings
Arizona
$20K -$17.9K -1,262 -51%
CLOS
35
Compagnie Lombard Odier SCmA
Switzerland
$16K
Citigroup
36
Citigroup
New York
$9K
LC
37
Lindbrook Capital
California
$7K
PAG
38
Private Advisor Group
New Jersey
$5K +$4.61K +325 New
FDCDDQ
39
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.87K
TJHA
40
Thomas J. Herzfeld Advisors
Florida
$4K
CHA
41
Carmichael Hill & Associates
Maryland
$3K
WAM
42
Wolverine Asset Management
Illinois
-$1.59M -124,335 Closed
PCMC
43
Private Capital Management (Colorado)
Colorado
-$66K -65,988 Closed
6M
44
6 Meridian
Kansas
-$609K -47,556 Closed
AC
45
Almitas Capital
California
-$426K -33,220 Closed
CCP
46
Cardan Capital Partners
Colorado
-$173K -13,476 Closed
Walleye Trading
47
Walleye Trading
New York
-$170K -13,300 Closed
Goldman Sachs
48
Goldman Sachs
New York
-$140K -10,893 Closed
ASN
49
Advisory Services Network
Georgia
-$8K -600 Closed
CAN
50
Claraphi Advisory Network
United States
-$7K -550 Closed

IIF Hedge Fund Activity: Q2 2020 in Review

41 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley India Investment Fund (IIF) for Q2 2020, worth a combined $119M — up 36% from $87.7M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of IIF and 2 opened new positions — a net loss of 9 holders — while 16 trimmed existing stakes and 10 added.

The largest buyer was City of London Investment Management, adding an estimated $11.1M. The largest seller was Cornerstone Advisors, cutting an estimated $1.99M.

  • 41 institutional investors held Morgan Stanley India Investment Fund (IIF) as of Q2 2020, down from 50 in Q1 2020.
  • Funds reported $119M of Morgan Stanley India Investment Fund stock for Q2 2020, up 36% quarter-over-quarter.
  • 2 funds opened new Morgan Stanley India Investment Fund positions in Q2 2020 and 11 closed out, a net change of -9 holders.
  • The largest Morgan Stanley India Investment Fund buyer in Q2 2020 was City of London Investment Management, an estimated $11.1M added.
  • The largest Morgan Stanley India Investment Fund seller in Q2 2020 was Cornerstone Advisors, an estimated $1.99M sold.

Based on aggregated 13F filings for Q2 2020.