Morgan Stanley India Investment Fund
IIF
50 hedge funds and large institutions have $87.7M invested in Morgan Stanley India Investment Fund in 2020 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 14 reducing their positions, and 5 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
29% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 14
3.34% more ownership
Funds ownership: 45.46% → 48.81% (+3.3%)
2% more funds holding
Funds holding: 49 → 50 (+1)
31% less capital invested
Capital invested by funds: $127M → $87.7M (-$39M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BI
Bulldog Investors
Saddle Brook,
New Jersey
|
+$5.77M |
| 2 |
COLIM
City of London Investment Management
London,
United Kingdom
|
+$3.79M |
| 3 |
MC
Matisse Capital
Portland,
Oregon
|
+$1.97M |
| 4 |
Lazard Asset Management
New York
|
+$1.85M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$1.56M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$2.33M |
| 2 |
Geode Capital Management
Boston,
Massachusetts
|
-$2.07M |
| 3 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$1.22M |
| 4 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
-$995K |
| 5 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$937K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
51
Geode Capital Management
Boston,
Massachusetts
| – | -$2.07M | -103,882 | Closed |
|
|
RTS
52
Round Table Services
Westfield,
New Jersey
| – | -$231K | -11,600 | Closed |
|
|
FIA
53
FNY Investment Advisers
New York
| – | -$86K | -4,352 | Closed |
|
|
TRCT
54
Tower Research Capital (TRC)
New York
| – | -$6K | -300 | Closed |
|
IIF Hedge Fund Activity: Q1 2020 in Review
50 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley India Investment Fund (IIF) for Q1 2020, worth a combined $87.7M — down 31% from $127M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new IIF positions and 5 closed out — a net gain of 3 holders — while 18 added to existing stakes and 14 trimmed.
The largest buyer was Bulldog Investors, adding an estimated $5.77M. The largest seller was Wolverine Asset Management, cutting an estimated $2.33M.
- 50 institutional investors held Morgan Stanley India Investment Fund (IIF) as of Q1 2020, up from 49 in Q4 2019.
- Funds reported $87.7M of Morgan Stanley India Investment Fund stock for Q1 2020, down 31% quarter-over-quarter.
- 8 funds opened new Morgan Stanley India Investment Fund positions in Q1 2020 and 5 closed out, a net change of +3 holders.
- The largest Morgan Stanley India Investment Fund buyer in Q1 2020 was Bulldog Investors, an estimated $5.77M added.
- The largest Morgan Stanley India Investment Fund seller in Q1 2020 was Wolverine Asset Management, an estimated $2.33M sold.
Based on aggregated 13F filings for Q1 2020.