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IIF

Morgan Stanley India Investment Fund
IIF

48 hedge funds and large institutions have $87.3M invested in Morgan Stanley India Investment Fund in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

4% more funds holding

Funds holding: 46 → 48 (+2)

1% less capital invested

Capital invested by funds: $88.3M → $87.3M (-$1.06M)

3.02% less ownership

Funds ownership: 39.78% → 36.77% (-3%)

21% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 14

Holders
48
Holders Change
+2
Holders Change %
+4.35%
% of All Funds
0.69%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
11
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WAM
Wolverine Asset Management
Illinois
+$502K
2
BFM
Boothbay Fund Management
New York
+$374K
3
EAM
Eschler Asset Management
United Kingdom
+$374K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$298K
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$274K

Top Sellers

Rank Fund Capital Flow
1
Lazard Asset Management
Lazard Asset Management
New York
-$1.97M
2
COLIM
City of London Investment Management
United Kingdom
-$1.69M
3
Morgan Stanley
Morgan Stanley
New York
-$1.62M
4
AC
Almitas Capital
California
-$1.31M
5
Stifel Financial
Stifel Financial
Missouri
-$869K
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$321K +$298K +13,150 +1,529%
SIC
27
Samalin Investment Counsel
New York
$301K +$37.2K +1,642 +14%
GAM
28
Gould Asset Management
California
$250K – – –
Calamos Advisors
29
Calamos Advisors
Illinois
$217K +$214K +9,476 New
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
$186K – – –
AA
31
Ancora Advisors
Ohio
$159K – – –
BBPWM
32
Blue Bell Private Wealth Management
Pennsylvania
$135K +$13.8K +612 +12%
Barclays
33
Barclays
United Kingdom
$112K – – –
Wells Fargo
34
Wells Fargo
California
$59.5K +$13.6K +601 +30%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$57.4K +$56.6K +2,500 New
Osaic Holdings
36
Osaic Holdings
Arizona
$25.7K -$475 -21 -2%
BHWM
37
Beaird Harris Wealth Management
Texas
$17K – – –
AF
38
Allworth Financial
California
$11.5K – – –
GIA
39
GHP Investment Advisors
Colorado
$11.5K – – –
TJHA
40
Thomas J. Herzfeld Advisors
Florida
$10.2K +$611 +27 +6%
JP Morgan Chase
41
JP Morgan Chase
New York
$9.18K +$9.05K +400 New
FDCDDQ
42
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.88K – – –
TCOV
43
Trust Company of Vermont
Vermont
$4.11K – – –
Bessemer Group
44
Bessemer Group
New Jersey
$4K -$317 -14 -8%
Jones Financial Companies
45
Jones Financial Companies
Missouri
$3.88K +$3.83K +169 New
National Bank of Canada
46
National Bank of Canada
Quebec, Canada
$2.7K -$4.64K -205 -64%
HCM
47
Hollencrest Capital Management
California
$1.65K – – –
SWA
48
SOA Wealth Advisors
New York
$963 – – –
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
– -$256K -11,918 Closed
EWA
50
Emergent Wealth Advisors
New York
– -$238K -11,100 Closed
1
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3

IIF Hedge Fund Activity: Q1 2024 in Review

48 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley India Investment Fund (IIF) for Q1 2024, worth a combined $87.3M — down 1.2% from $88.3M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new IIF positions and 4 closed out — a net gain of 2 holders — while 11 added to existing stakes and 14 trimmed.

The largest buyer was Wolverine Asset Management, adding an estimated $502K. The largest seller was Lazard Asset Management, cutting an estimated $1.97M.

  • 48 institutional investors held Morgan Stanley India Investment Fund (IIF) as of Q1 2024, up from 46 in Q4 2023.
  • Funds reported $87.3M of Morgan Stanley India Investment Fund stock for Q1 2024, down 1.2% quarter-over-quarter.
  • 6 funds opened new Morgan Stanley India Investment Fund positions in Q1 2024 and 4 closed out, a net change of +2 holders.
  • The largest Morgan Stanley India Investment Fund buyer in Q1 2024 was Wolverine Asset Management, an estimated $502K added.
  • The largest Morgan Stanley India Investment Fund seller in Q1 2024 was Lazard Asset Management, an estimated $1.97M sold.

Based on aggregated 13F filings for Q1 2024.