Morgan Stanley India Investment Fund
IIF
45 hedge funds and large institutions have $112M invested in Morgan Stanley India Investment Fund in 2018 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 10 reducing their positions, and 7 closing their positions.
29% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 7
10% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 10
5% more funds holding
Funds holding: 43 → 45 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.14% less ownership
Funds ownership: 34.82% → 33.68% (-1.1%)
13% less capital invested
Capital invested by funds: $128M → $112M (-$16.2M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$4.04M |
| 2 |
Geode Capital Management
Boston,
Massachusetts
|
+$3.34M |
| 3 |
YCM
Yakira Capital Management
Westport,
Connecticut
|
+$2.27M |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$1.63M |
| 5 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
+$1.31M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
-$13.1M |
| 2 |
COLIM
City of London Investment Management
London,
United Kingdom
|
-$4.67M |
| 3 |
6M
6 Meridian
Wichita,
Kansas
|
-$544K |
| 4 |
LBA
Letko, Brosseau & Associates
Montreal,
Quebec, Canada
|
-$525K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$269K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GAM
51
Gould Asset Management
Claremont,
California
| – | -$203K | -7,854 | Closed |
|
52
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$7K | -289 | Closed |
|
|
GFP
53
Gryphon Financial Partners
Columbus,
Ohio
| – | -$6K | -240 | Closed |
|
IIF Hedge Fund Activity: Q3 2018 in Review
45 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley India Investment Fund (IIF) for Q3 2018, worth a combined $112M — down 13% from $128M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new IIF positions and 7 closed out — a net gain of 2 holders — while 11 added to existing stakes and 10 trimmed.
The largest buyer was Karpus Investment Management, adding an estimated $4.04M. The largest seller was State of New Jersey Common Pension Fund D, exiting entirely with an estimated $13.1M sold.
- 45 institutional investors held Morgan Stanley India Investment Fund (IIF) as of Q3 2018, up from 43 in Q2 2018.
- Funds reported $112M of Morgan Stanley India Investment Fund stock for Q3 2018, down 13% quarter-over-quarter.
- 9 funds opened new Morgan Stanley India Investment Fund positions in Q3 2018 and 7 closed out, a net change of +2 holders.
- The largest Morgan Stanley India Investment Fund buyer in Q3 2018 was Karpus Investment Management, an estimated $4.04M added.
- The largest Morgan Stanley India Investment Fund seller in Q3 2018 was State of New Jersey Common Pension Fund D, an estimated $13.1M sold.
Based on aggregated 13F filings for Q3 2018.