Morgan Stanley India Investment Fund
IIF
49 hedge funds and large institutions have $127M invested in Morgan Stanley India Investment Fund in 2019 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 12 increasing their positions, 16 reducing their positions, and 9 closing their positions.
17% more capital invested
Capital invested by funds: $108M → $127M (+$18.2M)
4.57% more ownership
Funds ownership: 40.9% → 45.46% (+4.6%)
0% more funds holding
Funds holding: 49 → 49 (0)
0% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 9
25% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 16
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BI
Bulldog Investors
Saddle Brook,
New Jersey
|
+$3.17M |
| 2 |
BFM
Boothbay Fund Management
New York
|
+$2.69M |
| 3 |
Lazard Asset Management
New York
|
+$2.53M |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$1.26M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$1.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
-$2.23M |
| 2 |
Geode Capital Management
Boston,
Massachusetts
|
-$1.72M |
| 3 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$682K |
| 4 |
Barclays
London,
United Kingdom
|
-$420K |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$208K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$66K | -3,500 | Closed |
|
52
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$60K | -3,175 | Closed |
|
|
MFT
53
Moisand Fitzgerald Tamayo
Orlando,
Florida
| – | -$12K | -452 | Closed |
|
|
AIC
54
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$7K | -350 | Closed |
|
55
Rockefeller Capital Management
New York
| – | -$6K | -320 | Closed |
|
|
CFN
56
Cordasco Financial Network
Naples,
Florida
| – | -$3K | -135 | Closed |
|
|
KWA
57
KCS Wealth Advisory
Los Angeles,
California
| – | -$872 | -46 | Closed |
|
58
Fidelity Investments
Boston,
Massachusetts
| – | +$19 | +1 | New |
|
IIF Hedge Fund Activity: Q4 2019 in Review
49 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley India Investment Fund (IIF) for Q4 2019, worth a combined $127M — up 17% from $108M a quarter earlier.
Fund positioning in IIF was balanced in Q4 2019: 9 funds opened new positions, 9 closed out, 12 added to existing stakes and 16 trimmed.
The largest buyer was Bulldog Investors, opening a new position worth an estimated $3.17M. The largest seller was Curi RMB Capital, cutting an estimated $2.23M.
- 49 institutional investors held Morgan Stanley India Investment Fund (IIF) as of Q4 2019, unchanged from Q3 2019.
- Funds reported $127M of Morgan Stanley India Investment Fund stock for Q4 2019, up 17% quarter-over-quarter.
- 9 funds opened new Morgan Stanley India Investment Fund positions in Q4 2019 and 9 closed out, a net change of 0 holders.
- The largest Morgan Stanley India Investment Fund buyer in Q4 2019 was Bulldog Investors, an estimated $3.17M added.
- The largest Morgan Stanley India Investment Fund seller in Q4 2019 was Curi RMB Capital, an estimated $2.23M sold.
Based on aggregated 13F filings for Q4 2019.