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IIF

Morgan Stanley India Investment Fund
IIF

50 hedge funds and large institutions have $98.7M invested in Morgan Stanley India Investment Fund in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 10

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

13% more capital invested

Capital invested by funds: $87.3M → $98.7M (+$11.5M)

4% more funds holding

Funds holding: 48 → 50 (+2)

0.63% more ownership

Funds ownership: 36.77% → 37.4% (+0.63%)

Holders
50
Holders Change
+2
Holders Change %
+4.17%
% of All Funds
0.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
19
Reduced
10
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AW
Atlas Wealth
Ohio
+$1.05M
2
LSC
Logan Stone Capital
Illinois
+$1M
3
Lazard Asset Management
Lazard Asset Management
New York
+$913K
4
QC
Quantedge Capital
Singapore
+$277K
5
Walleye Capital
Walleye Capital
New York
+$211K

Top Sellers

Rank Fund Capital Flow
1
COLIM
City of London Investment Management
United Kingdom
-$5.32M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$774K
3
EAM
Eschler Asset Management
United Kingdom
-$380K
4
BFM
Boothbay Fund Management
New York
-$379K
5
NSAM
North Star Asset Management
Wisconsin
-$87.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
26
Samalin Investment Counsel
New York
$351K -$24 -1 -0%
NSAM
27
North Star Asset Management
Wisconsin
$315K -$87.5K -3,639 -24%
GAM
28
Gould Asset Management
California
$291K – – –
MML Investors Services
29
MML Investors Services
Massachusetts
$225K +$202K +8,394 New
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
$216K – – –
BBPWM
31
Blue Bell Private Wealth Management
Pennsylvania
$195K +$33.1K +1,377 +23%
AA
32
Ancora Advisors
Ohio
$186K – – –
Barclays
33
Barclays
United Kingdom
$129K – – –
Jones Financial Companies
34
Jones Financial Companies
Missouri
$95.9K +$82.2K +3,417 +2,022%
Wells Fargo
35
Wells Fargo
California
$57.4K -$10.8K -449 -17%
Osaic Holdings
36
Osaic Holdings
Arizona
$31K +$938 +39 +3%
BHWM
37
Beaird Harris Wealth Management
Texas
$19.8K – – –
TJHA
38
Thomas J. Herzfeld Advisors
Florida
$15.1K +$2.94K +122 +28%
AF
39
Allworth Financial
California
$13.4K – – –
GIA
40
GHP Investment Advisors
Colorado
$13.4K – – –
JP Morgan Chase
41
JP Morgan Chase
New York
$8.19K -$2.26K -94 -24%
FDCDDQ
42
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.03K – – –
Bessemer Group
43
Bessemer Group
New Jersey
$6K +$1.13K +47 +29%
TCOV
44
Trust Company of Vermont
Vermont
$4.79K – – –
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$4.01K -$56.5K -2,350 -94%
National Bank of Canada
46
National Bank of Canada
Quebec, Canada
$3.08K – – –
GLR
47
Great Lakes Retirement
Ohio
$2.09K +$1.88K +78 New
HCM
48
Hollencrest Capital Management
California
$1.93K – – –
SWA
49
SOA Wealth Advisors
New York
$1.12K – – –
LSA
50
Leonteq Securities AG
Switzerland
$54 +$48 +2 New
1
2
3

IIF Hedge Fund Activity: Q2 2024 in Review

50 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley India Investment Fund (IIF) for Q2 2024, worth a combined $98.7M — up 13% from $87.3M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new IIF positions and 3 closed out — a net gain of 2 holders — while 19 added to existing stakes and 10 trimmed.

The largest buyer was Atlas Wealth, opening a new position worth an estimated $1.05M. The largest seller was City of London Investment Management, cutting an estimated $5.32M.

  • 50 institutional investors held Morgan Stanley India Investment Fund (IIF) as of Q2 2024, up from 48 in Q1 2024.
  • Funds reported $98.7M of Morgan Stanley India Investment Fund stock for Q2 2024, up 13% quarter-over-quarter.
  • 5 funds opened new Morgan Stanley India Investment Fund positions in Q2 2024 and 3 closed out, a net change of +2 holders.
  • The largest Morgan Stanley India Investment Fund buyer in Q2 2024 was Atlas Wealth, an estimated $1.05M added.
  • The largest Morgan Stanley India Investment Fund seller in Q2 2024 was City of London Investment Management, an estimated $5.32M sold.

Based on aggregated 13F filings for Q2 2024.