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IIF

Morgan Stanley India Investment Fund
IIF

40 hedge funds and large institutions have $145M invested in Morgan Stanley India Investment Fund in 2021 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

19% more capital invested

Capital invested by funds: $122M → $145M (+$23.4M)

5% more funds holding

Funds holding: 38 → 40 (+2)

3.66% more ownership

Funds ownership: 43.32% → 46.97% (+3.7%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

36% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 14

Holders
40
Holders Change
+2
Holders Change %
+5.26%
% of All Funds
0.7%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
9
Reduced
14
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
COLIM
City of London Investment Management
United Kingdom
+$12.9M
2
Wells Fargo
Wells Fargo
California
+$2.22M
3
PGFC
Peapack-Gladstone Financial Corp
New Jersey
+$337K
4
Barclays
Barclays
United Kingdom
+$263K
5
Osaic Holdings
Osaic Holdings
Arizona
+$69.3K

Top Sellers

Rank Fund Capital Flow
1
CA
Cornerstone Advisors
North Carolina
-$1.53M
2
CRC
Curi RMB Capital
Illinois
-$1.24M
3
WAM
Wolverine Asset Management
Illinois
-$523K
4
QC
Quantedge Capital
Singapore
-$428K
5
Lazard Asset Management
Lazard Asset Management
New York
-$327K
Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
26
Gould Asset Management
California
$241K -$16.3K -705 -6%
Morgan Stanley
27
Morgan Stanley
New York
$176K -$11.3K -489 -6%
AA
28
Ancora Advisors
Ohio
$162K – – –
Osaic Holdings
29
Osaic Holdings
Arizona
$102K +$69.3K +3,000 +220%
SWM
30
Spire Wealth Management
Virginia
$27K +$27.1K +1,175 New
Citigroup
31
Citigroup
New York
$13K – – –
AF
32
Allworth Financial
California
$12K +$11.6K +500 New
LC
33
Lindbrook Capital
California
$10K – – –
FDCDDQ
34
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.99K – – –
CHA
35
Carmichael Hill & Associates
Maryland
$4K – – –
TJHA
36
Thomas J. Herzfeld Advisors
Florida
$4K – – –
TRCT
37
Tower Research Capital (TRC)
New York
$2K +$2.4K +104 New
SIC
38
Salem Investment Counselors
North Carolina
$1K +$508 +22 New
Walleye Capital
39
Walleye Capital
New York
$706 +$12.4K +536 +2%
CRC
40
Curi RMB Capital
Illinois
– -$1.24M -58,444 Closed
Fifth Third Bancorp
41
Fifth Third Bancorp
Ohio
– -$46K -2,185 Closed
FIA
42
FNY Investment Advisers
New York
– -$26K -1,250 Closed
1
2

IIF Hedge Fund Activity: Q1 2021 in Review

40 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley India Investment Fund (IIF) for Q1 2021, worth a combined $145M — up 19% from $122M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new IIF positions and 3 closed out — a net gain of 4 holders — while 9 added to existing stakes and 14 trimmed.

The largest buyer was City of London Investment Management, adding an estimated $12.9M. The largest seller was Cornerstone Advisors, cutting an estimated $1.53M.

  • 40 institutional investors held Morgan Stanley India Investment Fund (IIF) as of Q1 2021, up from 38 in Q4 2020.
  • Funds reported $145M of Morgan Stanley India Investment Fund stock for Q1 2021, up 19% quarter-over-quarter.
  • 7 funds opened new Morgan Stanley India Investment Fund positions in Q1 2021 and 3 closed out, a net change of +4 holders.
  • The largest Morgan Stanley India Investment Fund buyer in Q1 2021 was City of London Investment Management, an estimated $12.9M added.
  • The largest Morgan Stanley India Investment Fund seller in Q1 2021 was Cornerstone Advisors, an estimated $1.53M sold.

Based on aggregated 13F filings for Q1 2021.