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IIF

Morgan Stanley India Investment Fund
IIF

40 hedge funds and large institutions have $176M invested in Morgan Stanley India Investment Fund in 2021 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

12% more capital invested

Capital invested by funds: $157M → $176M (+$19.2M)

10% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 10

0.07% more ownership

Funds ownership: 48.06% → 48.13% (+0.07%)

2% less funds holding

Funds holding: 41 → 40 (-1)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

Holders
40
Holders Change
-1
Holders Change %
-2.44%
% of All Funds
0.7%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
4
Increased
11
Reduced
10
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
QC
Quantedge Capital
Singapore
+$783K
2
6M
6 Meridian
Kansas
+$436K
3
KIM
Karpus Investment Management
New York
+$353K
4
RJA
Raymond James & Associates
Florida
+$349K
5
SIA
SeaBridge Investment Advisors
New Jersey
+$301K

Top Sellers

Rank Fund Capital Flow
1
MC
Matisse Capital
Oregon
-$532K
2
WAM
Wolverine Asset Management
Illinois
-$450K
3
COLIM
City of London Investment Management
United Kingdom
-$331K
4
1CP
1607 Capital Partners
Virginia
-$304K
5
Walleye Trading
Walleye Trading
New York
-$260K
Name Holding Trade Value Shares
Change 		Change in
Stake
BBPWM
26
Blue Bell Private Wealth Management
Pennsylvania
$282K -$1.9K -72 -0.7%
SIC
27
Samalin Investment Counsel
New York
$278K +$26 +1 +0%
MML Investors Services
28
MML Investors Services
Massachusetts
$236K -$18.5K -703 -8%
AA
29
Ancora Advisors
Ohio
$191K – – –
Rockefeller Capital Management
30
Rockefeller Capital Management
New York
$125K +$105K +4,000 +741%
Osaic Holdings
31
Osaic Holdings
Arizona
$121K – – –
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$35K +$18.6K +708 +124%
SWM
33
Spire Wealth Management
Virginia
$32K – – –
AF
34
Allworth Financial
California
$14K – – –
HA
35
Herold Advisors
New York
$12K +$12.2K +464 New
FDCDDQ
36
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.28K – – –
TJHA
37
Thomas J. Herzfeld Advisors
Florida
$2K – – –
SIC
38
Salem Investment Counselors
North Carolina
$1K – – –
SWA
39
SOA Wealth Advisors
New York
$1K – – –
Walleye Capital
40
Walleye Capital
New York
$857 -$61.9K -2,351 -7%
Walleye Trading
41
Walleye Trading
New York
– -$260K -10,535 Closed
US Bancorp
42
US Bancorp
Minnesota
– -$259K -10,500 Closed
Citigroup
43
Citigroup
New York
– -$14K -550 Closed
LC
44
Lindbrook Capital
California
– -$11K -450 Closed
1
2

IIF Hedge Fund Activity: Q3 2021 in Review

40 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley India Investment Fund (IIF) for Q3 2021, worth a combined $176M — up 12% from $157M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of IIF and 4 opened new positions — a net loss of 1 holder — while 10 trimmed existing stakes and 11 added.

The largest buyer was Quantedge Capital, opening a new position worth an estimated $783K. The largest seller was Matisse Capital, cutting an estimated $532K.

  • 40 institutional investors held Morgan Stanley India Investment Fund (IIF) as of Q3 2021, down from 41 in Q2 2021.
  • Funds reported $176M of Morgan Stanley India Investment Fund stock for Q3 2021, up 12% quarter-over-quarter.
  • 4 funds opened new Morgan Stanley India Investment Fund positions in Q3 2021 and 5 closed out, a net change of -1 holder.
  • The largest Morgan Stanley India Investment Fund buyer in Q3 2021 was Quantedge Capital, an estimated $783K added.
  • The largest Morgan Stanley India Investment Fund seller in Q3 2021 was Matisse Capital, an estimated $532K sold.

Based on aggregated 13F filings for Q3 2021.