IIF

Morgan Stanley India Investment Fund
IIF

Overview Fund Activity

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 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
+3
Holders Change %
+6.67%
% of All Funds
0.7%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
11
Reduced
14
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WAM
Wolverine Asset Management
Illinois
$752K
2
EAM
Eschler Asset Management
United Kingdom
$380K
3
BFM
Boothbay Fund Management
New York
$379K
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$692K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$321K

Top Sellers

1
Lazard Asset Management
Lazard Asset Management
New York
$14.3M
2
COLIM
City of London Investment Management
United Kingdom
$22M
3
Morgan Stanley
Morgan Stanley
New York
$2.15M
4
AC
Almitas Capital
California
$2.57M
5
Stifel Financial
Stifel Financial
Missouri
$1.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$321K +$301K +13,150 +1,529%
SIC
27
Samalin Investment Counsel
New York
$301K +$37.7K +1,642 +14%
GAM
28
Gould Asset Management
California
$250K – – –
Calamos Advisors
29
Calamos Advisors
Illinois
$217K +$217K +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 +$14K +612 +12%
Barclays
33
Barclays
United Kingdom
$112K – – –
Wells Fargo
34
Wells Fargo
California
$59.5K +$13.8K +601 +30%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$57.4K +$57.4K +2,500 New
Osaic Holdings
36
Osaic Holdings
Arizona
$25.7K -$482 -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 +$619 +27 +6%
JPMorgan Chase & Co
41
JPMorgan Chase & Co
New York
$9.18K +$9.18K +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 -$341 -14 -8%
Jones Financial Companies
45
Jones Financial Companies
Missouri
$3.88K +$3.88K +169 New
National Bank of Canada
46
National Bank of Canada
Quebec, Canada
$2.7K -$4.81K -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
PGFC
50
Peapack-Gladstone Financial Corp
New Jersey
– -$213K -9,886 Closed
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