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IIF

Morgan Stanley India Investment Fund
IIF

38 hedge funds and large institutions have $122M invested in Morgan Stanley India Investment Fund in 2020 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 15 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

22% more capital invested

Capital invested by funds: $100M → $122M (+$21.7M)

6% more funds holding

Funds holding: 36 → 38 (+2)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.08% less ownership

Funds ownership: 43.39% → 43.32% (-0.08%)

53% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 15

Holders
38
Holders Change
+2
Holders Change %
+5.56%
% of All Funds
0.67%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
7
Reduced
15
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$2.54M
2
WAM
Wolverine Asset Management
Illinois
+$1.06M
3
1CP
1607 Capital Partners
Virginia
+$487K
4
CRC
Curi RMB Capital
Illinois
+$424K
5
RJA
Raymond James & Associates
Florida
+$239K

Top Sellers

Rank Fund Capital Flow
1
COLIM
City of London Investment Management
United Kingdom
-$4.92M
2
CA
Cornerstone Advisors
North Carolina
-$321K
3
BO
BRR OpCo
Ohio
-$196K
4
MML Investors Services
MML Investors Services
Massachusetts
-$178K
5
NSAM
North Star Asset Management
Wisconsin
-$120K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$171K -$46.8K -2,456 -23%
AA
27
Ancora Advisors
Ohio
$147K – – –
Fifth Third Bancorp
28
Fifth Third Bancorp
Ohio
$46K +$41.6K +2,185 New
Osaic Holdings
29
Osaic Holdings
Arizona
$29K +$19K +1,000 +273%
FIA
30
FNY Investment Advisers
New York
$26K +$23.8K +1,250 New
WEC
31
Winslow Evans & Crocker
Massachusetts
$14K +$12.6K +663 New
Citigroup
32
Citigroup
New York
$12K – – –
LC
33
Lindbrook Capital
California
$10K – – –
FDCDDQ
34
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.36K – – –
CHA
35
Carmichael Hill & Associates
Maryland
$3K – – –
TJHA
36
Thomas J. Herzfeld Advisors
Florida
$3K – – –
Walleye Capital
37
Walleye Capital
New York
$631 -$74.6K -3,918 -12%
BO
38
BRR OpCo
Ohio
– -$196K -11,312 Closed
SIA
39
SeaBridge Investment Advisors
New Jersey
– -$65K -3,725 Closed
FHA
40
Flagship Harbor Advisors
Massachusetts
– -$26K -1,530 Closed
SWA
41
SOA Wealth Advisors
New York
– +$800 +42 New
1
2

IIF Hedge Fund Activity: Q4 2020 in Review

38 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley India Investment Fund (IIF) for Q4 2020, worth a combined $122M — up 22% from $100M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new IIF positions and 3 closed out — a net gain of 2 holders — while 7 added to existing stakes and 15 trimmed.

The largest buyer was Wells Fargo, adding an estimated $2.54M. The largest seller was City of London Investment Management, cutting an estimated $4.92M.

  • 38 institutional investors held Morgan Stanley India Investment Fund (IIF) as of Q4 2020, up from 36 in Q3 2020.
  • Funds reported $122M of Morgan Stanley India Investment Fund stock for Q4 2020, up 22% quarter-over-quarter.
  • 5 funds opened new Morgan Stanley India Investment Fund positions in Q4 2020 and 3 closed out, a net change of +2 holders.
  • The largest Morgan Stanley India Investment Fund buyer in Q4 2020 was Wells Fargo, an estimated $2.54M added.
  • The largest Morgan Stanley India Investment Fund seller in Q4 2020 was City of London Investment Management, an estimated $4.92M sold.

Based on aggregated 13F filings for Q4 2020.