Morgan Stanley India Investment Fund
IIF
49 hedge funds and large institutions have $97M invested in Morgan Stanley India Investment Fund in 2018 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 8 increasing their positions, 13 reducing their positions, and 6 closing their positions.
83% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 6
9% more funds holding
Funds holding: 45 → 49 (+4)
0.46% more ownership
Funds ownership: 33.68% → 34.13% (+0.46%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
13% less capital invested
Capital invested by funds: $112M → $97M (-$14.9M)
38% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Geode Capital Management
Boston,
Massachusetts
|
+$1.91M |
| 2 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$1.37M |
| 3 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$456K |
| 4 |
6M
6 Meridian
Wichita,
Kansas
|
+$391K |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$379K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$1.26M |
| 2 |
Goldman Sachs
New York
|
-$539K |
| 3 |
LBA
Letko, Brosseau & Associates
Montreal,
Quebec, Canada
|
-$443K |
| 4 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$408K |
| 5 |
COLIM
City of London Investment Management
London,
United Kingdom
|
-$349K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
51
Goldman Sachs
New York
| – | -$539K | -22,987 | Closed |
|
|
CRC
52
Curi RMB Capital
Chicago,
Illinois
| – | -$230K | -9,801 | Closed |
|
|
TRCT
53
Tower Research Capital (TRC)
New York
| – | -$178K | -7,578 | Closed |
|
|
AA
54
Ancora Advisors
Cleveland,
Ohio
| – | -$162K | -6,937 | Closed |
|
|
MCM
55
Mainstay Capital Management
Grand Blanc,
Michigan
| – | -$20K | -850 | Closed |
|
|
WSTAM
56
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
| – | -$5K | -200 | Closed |
|
57
Fidelity Investments
Boston,
Massachusetts
| – | +$22 | +1 | New |
|
IIF Hedge Fund Activity: Q4 2018 in Review
49 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley India Investment Fund (IIF) for Q4 2018, worth a combined $97M — down 13% from $112M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new IIF positions and 6 closed out — a net gain of 5 holders — while 8 added to existing stakes and 13 trimmed.
The largest buyer was Geode Capital Management, adding an estimated $1.91M. The largest seller was Ladenburg Thalmann Financial Services, cutting an estimated $1.26M.
- 49 institutional investors held Morgan Stanley India Investment Fund (IIF) as of Q4 2018, up from 45 in Q3 2018.
- Funds reported $97M of Morgan Stanley India Investment Fund stock for Q4 2018, down 13% quarter-over-quarter.
- 11 funds opened new Morgan Stanley India Investment Fund positions in Q4 2018 and 6 closed out, a net change of +5 holders.
- The largest Morgan Stanley India Investment Fund buyer in Q4 2018 was Geode Capital Management, an estimated $1.91M added.
- The largest Morgan Stanley India Investment Fund seller in Q4 2018 was Ladenburg Thalmann Financial Services, an estimated $1.26M sold.
Based on aggregated 13F filings for Q4 2018.