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IIF

Morgan Stanley India Investment Fund
IIF

43 hedge funds and large institutions have $136M invested in Morgan Stanley India Investment Fund in 2022 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 8 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more capital invested

Capital invested by funds: $136M → $136M (+$448K)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.68% less ownership

Funds ownership: 45.52% → 43.85% (-1.7%)

10% less funds holding

Funds holding: 48 → 43 (-5)

33% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 12

83% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 6

Holders
43
Holders Change
-5
Holders Change %
-10.42%
% 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
1
Increased
8
Reduced
12
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Lazard Asset Management
Lazard Asset Management
New York
+$2.12M
2
Bank of America
Bank of America
North Carolina
+$512K
3
RJA
Raymond James & Associates
Florida
+$295K
4
Morgan Stanley
Morgan Stanley
New York
+$186K
5
Allspring Global Investments
Allspring Global Investments
North Carolina
+$113K

Top Sellers

Rank Fund Capital Flow
1
COLIM
City of London Investment Management
United Kingdom
-$4.7M
2
CA
Cornerstone Advisors
North Carolina
-$1.22M
3
LSC
Logan Stone Capital
Illinois
-$793K
4
WAM
Wolverine Asset Management
Illinois
-$532K
5
Walleye Capital
Walleye Capital
New York
-$330K
Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
26
Samalin Investment Counsel
New York
$242K – – –
GAM
27
Gould Asset Management
California
$233K – – –
AA
28
Ancora Advisors
Ohio
$161K – – –
Rockefeller Capital Management
29
Rockefeller Capital Management
New York
$106K – – –
Osaic Holdings
30
Osaic Holdings
Arizona
$90K – – –
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$29K – – –
BHWM
32
Beaird Harris Wealth Management
Texas
$25K +$5.02K +207 +24%
ME
33
McIlrath & Eck
Washington
$20K +$21K +867 New
AF
34
Allworth Financial
California
$12K – – –
GIA
35
GHP Investment Advisors
Colorado
$12K – – –
FDCDDQ
36
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.98K – – –
US Bancorp
37
US Bancorp
Minnesota
$6K – – –
TCOV
38
Trust Company of Vermont
Vermont
$4K – – –
Bessemer Group
39
Bessemer Group
New Jersey
$3K -$388 -16 -10%
National Bank of Canada
40
National Bank of Canada
Quebec, Canada
$3K – – –
TJHA
41
Thomas J. Herzfeld Advisors
Florida
$2K – – –
SIC
42
Salem Investment Counselors
North Carolina
$1K – – –
LSC
43
Logan Stone Capital
Illinois
– -$793K -35,476 Closed
Walleye Capital
44
Walleye Capital
New York
– -$330K -14,786 Closed
SKK
45
Shepherd Kaplan Krochuk
Massachusetts
– -$299K -13,360 Closed
MC
46
Matisse Capital
Oregon
– -$236K -10,560 Closed
SWM
47
Spire Wealth Management
Virginia
– -$27K -1,216 Closed
GRP
48
Global Retirement Partners
California
– -$17K -750 Closed
1
2

IIF Hedge Fund Activity: Q3 2022 in Review

43 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley India Investment Fund (IIF) for Q3 2022, worth a combined $136M — up 0.33% from $136M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of IIF and 1 opened new positions — a net loss of 5 holders — while 12 trimmed existing stakes and 8 added.

The largest buyer was Lazard Asset Management, adding an estimated $2.12M. The largest seller was City of London Investment Management, cutting an estimated $4.7M.

  • 43 institutional investors held Morgan Stanley India Investment Fund (IIF) as of Q3 2022, down from 48 in Q2 2022.
  • Funds reported $136M of Morgan Stanley India Investment Fund stock for Q3 2022, up 0.33% quarter-over-quarter.
  • 1 fund opened new Morgan Stanley India Investment Fund positions in Q3 2022 and 6 closed out, a net change of -5 holders.
  • The largest Morgan Stanley India Investment Fund buyer in Q3 2022 was Lazard Asset Management, an estimated $2.12M added.
  • The largest Morgan Stanley India Investment Fund seller in Q3 2022 was City of London Investment Management, an estimated $4.7M sold.

Based on aggregated 13F filings for Q3 2022.