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IIF

Morgan Stanley India Investment Fund
IIF

47 hedge funds and large institutions have $156M invested in Morgan Stanley India Investment Fund in 2022 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

36% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 11

4% more funds holding

Funds holding: 45 → 47 (+2)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.53% less ownership

Funds ownership: 47.12% → 46.6% (-0.53%)

7% less capital invested

Capital invested by funds: $168M → $156M (-$11.7M)

Holders
47
Holders Change
+2
Holders Change %
+4.44%
% of All Funds
0.74%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
15
Reduced
11
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
+$378K
2
WAM
Wolverine Asset Management
Illinois
+$363K
3
Bank of America
Bank of America
North Carolina
+$190K
4
Allspring Global Investments
Allspring Global Investments
North Carolina
+$118K
5
Wells Fargo
Wells Fargo
California
+$42.6K

Top Sellers

Rank Fund Capital Flow
1
COLIM
City of London Investment Management
United Kingdom
-$1.22M
2
CA
Cornerstone Advisors
North Carolina
-$914K
3
RJA
Raymond James & Associates
Florida
-$543K
4
Walleye Capital
Walleye Capital
New York
-$473K
5
LCM
Landscape Capital Management
New Jersey
-$465K
Name Holding Trade Value Shares
Change 		Change in
Stake
JEST
26
JTC Employer Solutions Trustee
Jersey
$357K – – –
BBPWM
27
Blue Bell Private Wealth Management
Pennsylvania
$279K +$15.8K +612 +6%
MC
28
Matisse Capital
Oregon
$265K – – –
SIC
29
Samalin Investment Counsel
New York
$262K +$8.68K +337 +3%
GAM
30
Gould Asset Management
California
$251K – – –
MML Investors Services
31
MML Investors Services
Massachusetts
$205K -$4.2K -163 -2%
AA
32
Ancora Advisors
Ohio
$174K – – –
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$118K +$4.14K +161 +4%
Wells Fargo
34
Wells Fargo
California
$113K +$42.6K +1,653 +58%
Osaic Holdings
35
Osaic Holdings
Arizona
$109K -$25.7K -1,000 -19%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$31K +$592 +23 +2%
SWM
37
Spire Wealth Management
Virginia
$31K +$1.08K +42 +4%
CIM
38
Contravisory Investment Management
Massachusetts
$19K +$19.3K +748 New
GRP
39
Global Retirement Partners
California
$17K +$19.3K +750 New
AF
40
Allworth Financial
California
$13K – – –
GIA
41
GHP Investment Advisors
Colorado
$13K +$12.9K +500 New
HA
42
Herold Advisors
New York
$11.7K +$11.9K +464 New
FDCDDQ
43
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.53K – – –
Bessemer Group
44
Bessemer Group
New Jersey
$6K -$1.52K -59 -20%
TJHA
45
Thomas J. Herzfeld Advisors
Florida
$2K – – –
SWA
46
SOA Wealth Advisors
New York
$1K – – –
SIC
47
Salem Investment Counselors
North Carolina
$1K +$129 +5 +14%
LCM
48
Landscape Capital Management
New Jersey
– -$465K -17,415 Closed
Millennium Management
49
Millennium Management
New York
– -$225K -8,421 Closed
RPCONE
50
Retirement Planning Company of New England
Rhode Island
– -$17K -652 Closed
1
2

IIF Hedge Fund Activity: Q1 2022 in Review

47 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley India Investment Fund (IIF) for Q1 2022, worth a combined $156M — down 7% from $168M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new IIF positions and 3 closed out — a net gain of 3 holders — while 15 added to existing stakes and 11 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $378K. The largest seller was City of London Investment Management, cutting an estimated $1.22M.

  • 47 institutional investors held Morgan Stanley India Investment Fund (IIF) as of Q1 2022, up from 45 in Q4 2021.
  • Funds reported $156M of Morgan Stanley India Investment Fund stock for Q1 2022, down 7% quarter-over-quarter.
  • 6 funds opened new Morgan Stanley India Investment Fund positions in Q1 2022 and 3 closed out, a net change of +3 holders.
  • The largest Morgan Stanley India Investment Fund buyer in Q1 2022 was Karpus Investment Management, an estimated $378K added.
  • The largest Morgan Stanley India Investment Fund seller in Q1 2022 was City of London Investment Management, an estimated $1.22M sold.

Based on aggregated 13F filings for Q1 2022.