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IIF

Morgan Stanley India Investment Fund
IIF

45 hedge funds and large institutions have $168M invested in Morgan Stanley India Investment Fund in 2021 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

13% more funds holding

Funds holding: 40 → 45 (+5)

0% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 12

5% less capital invested

Capital invested by funds: $176M → $168M (-$8.78M)

1.01% less ownership

Funds ownership: 48.13% → 47.12% (-1%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
45
Holders Change
+5
Holders Change %
+12.5%
% of All Funds
0.69%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
8
Increased
12
Reduced
12
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Lazard Asset Management
Lazard Asset Management
New York
+$2.39M
2
CA
Cornerstone Advisors
North Carolina
+$800K
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$702K
4
WAM
Wolverine Asset Management
Illinois
+$675K
5
LCM
Landscape Capital Management
New Jersey
+$471K

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$13.3M
2
MC
Matisse Capital
Oregon
-$6.71M
3
UBS Group
UBS Group
Switzerland
-$1.7M
4
COLIM
City of London Investment Management
United Kingdom
-$1.33M
5
Barclays
Barclays
United Kingdom
-$764K
Name Holding Trade Value Shares
Change 		Change in
Stake
JEST
26
JTC Employer Solutions Trustee
Jersey
$379K – – –
MC
27
Matisse Capital
Oregon
$282K -$6.71M -247,980 -96%
BBPWM
28
Blue Bell Private Wealth Management
Pennsylvania
$280K +$8.01K +296 +3%
SIC
29
Samalin Investment Counsel
New York
$269K – – –
GAM
30
Gould Asset Management
California
$267K -$8.93K -330 -3%
Millennium Management
31
Millennium Management
New York
$225K +$228K +8,421 New
MML Investors Services
32
MML Investors Services
Massachusetts
$223K -$5.82K -215 -3%
AA
33
Ancora Advisors
Ohio
$185K – – –
Osaic Holdings
34
Osaic Holdings
Arizona
$143K +$27.1K +1,000 +23%
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$121K – – –
Wells Fargo
36
Wells Fargo
California
$76K -$13.3M -491,875 -99%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$33K -$1.35K -50 -4%
SWM
38
Spire Wealth Management
Virginia
$31K – – –
RPCONE
39
Retirement Planning Company of New England
Rhode Island
$17K +$17.6K +652 New
AF
40
Allworth Financial
California
$13K – – –
FDCDDQ
41
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.01K – – –
Bessemer Group
42
Bessemer Group
New Jersey
$8K +$8.14K +301 New
TJHA
43
Thomas J. Herzfeld Advisors
Florida
$2K – – –
SIC
44
Salem Investment Counselors
North Carolina
$1K – – –
SWA
45
SOA Wealth Advisors
New York
$1K – – –
Barclays
46
Barclays
United Kingdom
– -$764K -24,049 Closed
SIA
47
SeaBridge Investment Advisors
New Jersey
– -$315K -11,424 Closed
HA
48
Herold Advisors
New York
– -$12K -464 Closed
1
2

IIF Hedge Fund Activity: Q4 2021 in Review

45 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley India Investment Fund (IIF) for Q4 2021, worth a combined $168M — down 5% from $176M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new IIF positions and 3 closed out — a net gain of 5 holders — while 12 added to existing stakes and 12 trimmed.

The largest buyer was Lazard Asset Management, adding an estimated $2.39M. The largest seller was Wells Fargo, cutting an estimated $13.3M.

  • 45 institutional investors held Morgan Stanley India Investment Fund (IIF) as of Q4 2021, up from 40 in Q3 2021.
  • Funds reported $168M of Morgan Stanley India Investment Fund stock for Q4 2021, down 5% quarter-over-quarter.
  • 8 funds opened new Morgan Stanley India Investment Fund positions in Q4 2021 and 3 closed out, a net change of +5 holders.
  • The largest Morgan Stanley India Investment Fund buyer in Q4 2021 was Lazard Asset Management, an estimated $2.39M added.
  • The largest Morgan Stanley India Investment Fund seller in Q4 2021 was Wells Fargo, an estimated $13.3M sold.

Based on aggregated 13F filings for Q4 2021.