We are live on ! Find out more
IIF

Morgan Stanley India Investment Fund

46 hedge funds and large institutions have $101M invested in Morgan Stanley India Investment Fund in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

38% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 8

7% more funds holding

Funds holding: 4346 (+3)

6.71% more ownership

Funds ownership: 38.39%45.1% (+6.7%)

2% more capital invested

Capital invested by funds: $99.6M → $101M (+$1.54M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
46
Holders Change
+3
Holders Change %
+6.98%
% of All Funds
0.72%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
4
Increased
11
Reduced
8
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
26
Gould Asset Management
California
$230K
HighTower Advisors
27
HighTower Advisors
Illinois
$226K +$13.8K +683 +7%
BBPWM
28
Blue Bell Private Wealth Management
Pennsylvania
$159K
AA
29
Ancora Advisors
Ohio
$150K
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
$150K
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$107K +$99.9K +4,929 New
Barclays
32
Barclays
United Kingdom
$106K
Wells Fargo
33
Wells Fargo
California
$33.6K -$1.2M -59,064 -97%
Osaic Holdings
34
Osaic Holdings
Arizona
$22.6K
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$22K -$16.4K -811 -45%
BHWM
36
Beaird Harris Wealth Management
Texas
$16K
GIA
37
GHP Investment Advisors
Colorado
$11K
AF
38
Allworth Financial
California
$10.8K
CSPIA
39
Cary Street Partners Investment Advisory
Virginia
$6.96K
National Bank of Canada
40
National Bank of Canada
Quebec, Canada
$6.92K
FDCDDQ
41
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.5K
Bessemer Group
42
Bessemer Group
New Jersey
$5K +$446 +22 +10%
TCOV
43
Trust Company of Vermont
Vermont
$3.88K
TJHA
44
Thomas J. Herzfeld Advisors
Florida
$3.81K +$1.22K +60 +52%
HCM
45
Hollencrest Capital Management
California
$1.56K
SWA
46
SOA Wealth Advisors
New York
$910
EC
47
Elequin Capital
New York
-$92.8K -4,770 Closed

IIF Hedge Fund Activity: Q2 2023 in Review

46 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley India Investment Fund (IIF) for Q2 2023, worth a combined $101M — up 1.5% from $99.6M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new IIF positions and 1 closed out — a net gain of 3 holders — while 11 added to existing stakes and 8 trimmed.

The largest buyer was Letko, Brosseau & Associates, opening a new position worth an estimated $4.36M. The largest seller was City of London Investment Management, cutting an estimated $13.8M.

  • 46 institutional investors held Morgan Stanley India Investment Fund (IIF) as of Q2 2023, up from 43 in Q1 2023.
  • Funds reported $101M of Morgan Stanley India Investment Fund stock for Q2 2023, up 1.5% quarter-over-quarter.
  • 4 funds opened new Morgan Stanley India Investment Fund positions in Q2 2023 and 1 closed out, a net change of +3 holders.
  • The largest Morgan Stanley India Investment Fund buyer in Q2 2023 was Letko, Brosseau & Associates, an estimated $4.36M added.
  • The largest Morgan Stanley India Investment Fund seller in Q2 2023 was City of London Investment Management, an estimated $13.8M sold.

Based on aggregated 13F filings for Q2 2023.