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IIF

Morgan Stanley India Investment Fund

46 hedge funds and large institutions have $88.3M invested in Morgan Stanley India Investment Fund in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

2% more funds holding

Funds holding: 4546 (+1)

2.3% less ownership

Funds ownership: 42.08%39.78% (-2.3%)

9% less capital invested

Capital invested by funds: $97.3M → $88.3M (-$8.93M)

25% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 16

Holders
46
Holders Change
+1
Holders Change %
+2.22%
% of All Funds
0.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
12
Reduced
16
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Walleye Capital
26
Walleye Capital
New York
$228K +$236K +10,634 New
WAM
27
Wolverine Asset Management
Illinois
$228K -$645K -29,052 -73%
PGFC
28
Peapack-Gladstone Financial Corp
New Jersey
$213K -$83.4K -3,755 -28%
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$174K -$8.88K -400 -5%
AA
30
Ancora Advisors
Ohio
$149K
BBPWM
31
Blue Bell Private Wealth Management
Pennsylvania
$114K -$35.3K -1,592 -23%
Barclays
32
Barclays
United Kingdom
$107K
EC
33
Elequin Capital
New York
$45K -$48.1K -2,166 -51%
Wells Fargo
34
Wells Fargo
California
$42.8K +$9.88K +445 +29%
Osaic Holdings
35
Osaic Holdings
Arizona
$24.5K +$2.22K +100 +10%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$19K -$2.78K -125 -13%
BHWM
37
Beaird Harris Wealth Management
Texas
$15.9K
AF
38
Allworth Financial
California
$10.7K
GIA
39
GHP Investment Advisors
Colorado
$10.7K
TJHA
40
Thomas J. Herzfeld Advisors
Florida
$8.93K +$5.33K +240 +136%
National Bank of Canada
41
National Bank of Canada
Quebec, Canada
$6.84K
FDCDDQ
42
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.44K
Bessemer Group
43
Bessemer Group
New Jersey
$4K -$2K -90 -34%
TCOV
44
Trust Company of Vermont
Vermont
$3.84K
HCM
45
Hollencrest Capital Management
California
$1.55K
SWA
46
SOA Wealth Advisors
New York
$902
AW
47
Atlas Wealth
Ohio
-$1M -44,964 Closed
JEST
48
JTC Employer Solutions Trustee
Jersey
-$318K -14,205 Closed
HighTower Advisors
49
HighTower Advisors
Illinois
-$242K -11,042 Closed
CSPIA
50
Cary Street Partners Investment Advisory
Virginia
-$7.17K -321 Closed

IIF Hedge Fund Activity: Q4 2023 in Review

46 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley India Investment Fund (IIF) for Q4 2023, worth a combined $88.3M — down 9.2% from $97.3M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new IIF positions and 4 closed out — a net gain of 1 holder — while 12 added to existing stakes and 16 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.94M. The largest seller was City of London Investment Management, cutting an estimated $8.94M.

  • 46 institutional investors held Morgan Stanley India Investment Fund (IIF) as of Q4 2023, up from 45 in Q3 2023.
  • Funds reported $88.3M of Morgan Stanley India Investment Fund stock for Q4 2023, down 9.2% quarter-over-quarter.
  • 5 funds opened new Morgan Stanley India Investment Fund positions in Q4 2023 and 4 closed out, a net change of +1 holder.
  • The largest Morgan Stanley India Investment Fund buyer in Q4 2023 was Morgan Stanley, an estimated $1.94M added.
  • The largest Morgan Stanley India Investment Fund seller in Q4 2023 was City of London Investment Management, an estimated $8.94M sold.

Based on aggregated 13F filings for Q4 2023.