Morgan Stanley India Investment Fund
IIF
46 hedge funds and large institutions have $114M invested in Morgan Stanley India Investment Fund in 2014 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 7 reducing their positions, and 7 closing their positions.
86% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 7
14% more capital invested
Capital invested by funds: $99.9M → $114M (+$14.2M)
0.71% more ownership
Funds ownership: 32.07% → 32.79% (+0.71%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2% less funds holding
Funds holding: 47 → 46 (-1)
14% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
COLIM
City of London Investment Management
London,
United Kingdom
|
+$4.13M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$2.27M |
| 3 |
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
+$1.97M |
| 4 |
U
UBS
Zurich,
Switzerland
|
+$1.33M |
| 5 |
LPL Financial
San Diego,
California
|
+$410K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.15M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$1.24M |
| 3 |
JP Morgan Chase
New York
|
-$1.13M |
| 4 |
OC
Oppenheimer & Co
New York
|
-$991K |
| 5 |
SG Americas Securities
New York
|
-$946K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WEC
51
Winslow Evans & Crocker
Boston,
Massachusetts
| – | -$21K | -1,189 | Closed |
|
52
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$2K | -104 | Closed |
|
|
WA
53
WFG Advisors
Dallas,
Texas
| – | -$1K | -60 | Closed |
|
IIF Hedge Fund Activity: Q1 2014 in Review
46 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley India Investment Fund (IIF) for Q1 2014, worth a combined $114M — up 14% from $99.9M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of IIF and 6 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 13 added.
The largest buyer was City of London Investment Management, adding an estimated $4.13M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $3.15M sold.
- 46 institutional investors held Morgan Stanley India Investment Fund (IIF) as of Q1 2014, down from 47 in Q4 2013.
- Funds reported $114M of Morgan Stanley India Investment Fund stock for Q1 2014, up 14% quarter-over-quarter.
- 6 funds opened new Morgan Stanley India Investment Fund positions in Q1 2014 and 7 closed out, a net change of -1 holder.
- The largest Morgan Stanley India Investment Fund buyer in Q1 2014 was City of London Investment Management, an estimated $4.13M added.
- The largest Morgan Stanley India Investment Fund seller in Q1 2014 was Susquehanna International Group, an estimated $3.15M sold.
Based on aggregated 13F filings for Q1 2014.