iShares MSCI India ETF
INDA
8 hedge funds and large institutions have $76.5M invested in iShares MSCI India ETF in 2014 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
198% more capital invested
Capital invested by funds: $25.7M → $76.5M (+$50.9M)
60% more funds holding
Funds holding: 5 → 8 (+3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Horizon Investments
Charlotte,
North Carolina
|
+$22.6M |
| 2 |
Los Angeles Capital Management
Los Angeles,
California
|
+$4.68M |
| 3 |
CA
Cumberland Advisors
Sarasota,
Florida
|
+$2.27M |
| 4 |
MC
Martin Currie
Edinburgh,
United Kingdom
|
+$2.11M |
| 5 |
LI
LMCG Investments
Boston,
Massachusetts
|
+$1.25M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$300K |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$288K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HI
1
Horizon Investments
Charlotte,
North Carolina
| $24.5M | +$22.6M | +925,184 | New |
|
|
MC
2
Martin Currie
Edinburgh,
United Kingdom
| $18.8M | +$2.11M | +86,500 | +14% |
|
|
SCM
3
Somerset Capital Management
London,
United Kingdom
| $13.4M | +$10.2M | +419,491 | New |
|
|
LI
4
LMCG Investments
Boston,
Massachusetts
| $9.93M | +$1.25M | +51,276 | +16% |
|
|
5
Los Angeles Capital Management
Los Angeles,
California
| $6.67M | +$4.68M | +191,683 | +317% |
|
|
CA
6
Cumberland Advisors
Sarasota,
Florida
| $2.25M | +$2.27M | +92,935 | New |
|
|
RIM
7
RS Investment Management
San Francisco,
California
| $990K | +$914K | +37,441 | New |
|
|
8
Ameriprise
Minneapolis,
Minnesota
| $31K | -$288K | -11,797 | -91% |
|
|
9
Invesco
Atlanta,
Georgia
| – | -$300K | -12,100 | Closed |
|
INDA Hedge Fund Activity: Q1 2014 in Review
8 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI India ETF (INDA) for Q1 2014, worth a combined $76.5M — up 198% from $25.7M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new INDA positions and 1 closed out — a net gain of 3 holders — while 3 added to existing stakes and 1 trimmed.
The largest buyer was Horizon Investments, opening a new position worth an estimated $22.6M. The largest seller was Invesco, exiting entirely with an estimated $300K sold.
- 8 institutional investors held iShares MSCI India ETF (INDA) as of Q1 2014, up from 5 in Q4 2013.
- Funds reported $76.5M of iShares MSCI India ETF stock for Q1 2014, up 198% quarter-over-quarter.
- 4 funds opened new iShares MSCI India ETF positions in Q1 2014 and 1 closed out, a net change of +3 holders.
- The largest iShares MSCI India ETF buyer in Q1 2014 was Horizon Investments, an estimated $22.6M added.
- The largest iShares MSCI India ETF seller in Q1 2014 was Invesco, an estimated $300K sold.
Based on aggregated 13F filings for Q1 2014.