IIF

Morgan Stanley India Investment Fund
IIF

Overview Fund Activity

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
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

1
Lazard Asset Management
Lazard Asset Management
New York
$14M
2
CA
Cornerstone Advisors
North Carolina
$6.57M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$693K
4
WAM
Wolverine Asset Management
Illinois
$2.19M
5
LCM
Landscape Capital Management
New Jersey
$465K

Top Sellers

1
Wells Fargo
Wells Fargo
California
$76K
2
MC
Matisse Capital
Oregon
$282K
3
UBS Group
UBS Group
Switzerland
$3.74M
4
COLIM
City of London Investment Management
United Kingdom
$103M
5
Barclays
Barclays
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JEST
26
JTC Employer Solutions Trustee
Jersey
$379K – – –
MC
27
Matisse Capital
Oregon
$282K -$6.62M -247,980 -96%
BBPWM
28
Blue Bell Private Wealth Management
Pennsylvania
$280K +$7.91K +296 +3%
SIC
29
Samalin Investment Counsel
New York
$269K – – –
GAM
30
Gould Asset Management
California
$267K -$8.8K -330 -3%
Millennium Management
31
Millennium Management
New York
$225K +$225K +8,421 New
MML Investors Services
32
MML Investors Services
Massachusetts
$223K -$5.75K -215 -3%
AA
33
Ancora Advisors
Ohio
$185K – – –
Osaic Holdings
34
Osaic Holdings
Arizona
$143K +$26.6K +1,000 +23%
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$121K – – –
Wells Fargo
36
Wells Fargo
California
$76K -$13.1M -491,875 -99%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$33K -$1.34K -50 -4%
SWM
38
Spire Wealth Management
Virginia
$31K – – –
RPCONE
39
Retirement Planning Company of New England
Rhode Island
$17K +$17K +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 +$8K +301 New
TJHA
43
Thomas J. Herzfeld Advisors
Florida
$2K – – –
SWA
44
SOA Wealth Advisors
New York
$1K – – –
SIC
45
Salem Investment Counselors
North Carolina
$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
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