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IIF

Morgan Stanley India Investment Fund

39 hedge funds and large institutions have $179M invested in Morgan Stanley India Investment Fund in 2016 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $172M → $179M (+$7.47M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.89% less ownership

Funds ownership: 43.54%42.65% (-0.89%)

3% less funds holding

Funds holding: 4039 (-1)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

33% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 12

Holders
39
Holders Change
-1
Holders Change %
-2.5%
% of All Funds
1.04%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
3
Increased
8
Reduced
12
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
COLIM
1
City of London Investment Management
United Kingdom
$121M +$800K +28,362 +0.7%
LBA
2
Letko, Brosseau & Associates
Quebec, Canada
$15.2M
State of New Jersey Common Pension Fund D
3
State of New Jersey Common Pension Fund D
New Jersey
$13.9M
WAM
4
Wolverine Asset Management
Illinois
$3.93M +$845K +29,933 +28%
NSAM
5
North Star Asset Management
Wisconsin
$3.45M -$263K -9,329 -7%
ECM
6
Evergreen Capital Management
Washington
$2.98M -$48.1K -1,705 -2%
Lazard Asset Management
7
Lazard Asset Management
New York
$2.73M -$102K -3,613 -4%
UBS Group
8
UBS Group
Switzerland
$2.07M -$65.7K -2,329 -3%
SO
9
STRS Ohio
Ohio
$1.82M
KIM
10
Karpus Investment Management
New York
$1.24M +$13.4K +475 +1%
MC
11
Matisse Capital
Oregon
$1.17M +$1.17M +41,299 New
CA
12
Cornerstone Advisors
North Carolina
$1.03M +$474K +16,812 +86%
BBPWM
13
Blue Bell Private Wealth Management
Pennsylvania
$1.02M +$43.7K +1,550 +4%
CRC
14
Curi RMB Capital
Illinois
$872K +$865K +30,662 New
Bank of America
15
Bank of America
North Carolina
$695K -$11.3K -400 -2%
MFS
16
MSI Financial Services
Massachusetts
$649K +$423 +15 +0.1%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$639K
DA
18
Doliver Advisors
Texas
$567K -$66K -2,339 -10%
GFM
19
Gramercy Funds Management
Connecticut
$540K -$763K -27,039 -59%
LPL Financial
20
LPL Financial
California
$524K -$2.79K -99 -0.5%
Barclays
21
Barclays
United Kingdom
$467K
CL
22
CSS LLC
Illinois
$454K
BO
23
BRR OpCo
Ohio
$431K
KCM
24
Kempner Capital Management
Texas
$316K
SIA
25
SeaBridge Investment Advisors
New Jersey
$308K +$306K +10,840 New

IIF Hedge Fund Activity: Q3 2016 in Review

39 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley India Investment Fund (IIF) for Q3 2016, worth a combined $179M — up 4.3% from $172M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of IIF and 3 opened new positions — a net loss of 1 holder — while 12 trimmed existing stakes and 8 added.

The largest buyer was Matisse Capital, opening a new position worth an estimated $1.17M. The largest seller was Aberdeen Asset Management, exiting entirely with an estimated $6.05M sold.

  • 39 institutional investors held Morgan Stanley India Investment Fund (IIF) as of Q3 2016, down from 40 in Q2 2016.
  • Funds reported $179M of Morgan Stanley India Investment Fund stock for Q3 2016, up 4.3% quarter-over-quarter.
  • 3 funds opened new Morgan Stanley India Investment Fund positions in Q3 2016 and 4 closed out, a net change of -1 holder.
  • The largest Morgan Stanley India Investment Fund buyer in Q3 2016 was Matisse Capital, an estimated $1.17M added.
  • The largest Morgan Stanley India Investment Fund seller in Q3 2016 was Aberdeen Asset Management, an estimated $6.05M sold.

Based on aggregated 13F filings for Q3 2016.