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IIF

Morgan Stanley India Investment Fund
IIF

53 hedge funds and large institutions have $117M invested in Morgan Stanley India Investment Fund in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 6 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

19% more capital invested

Capital invested by funds: $98.7M → $117M (+$18.3M)

6% more funds holding

Funds holding: 50 → 53 (+3)

2.11% more ownership

Funds ownership: 37.4% → 39.51% (+2.1%)

68% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 19

Holders
53
Holders Change
+3
Holders Change %
+6%
% of All Funds
0.76%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
6
Reduced
19
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
+$18.7M
2
BI
Bulldog Investors
New Jersey
+$5.58M
3
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
+$4.64M
4
HighTower Advisors
HighTower Advisors
Illinois
+$228K
5
Morgan Stanley
Morgan Stanley
New York
+$223K

Top Sellers

Rank Fund Capital Flow
1
COLIM
City of London Investment Management
United Kingdom
-$13.6M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
-$3.22M
3
AW
Atlas Wealth
Ohio
-$1.18M
4
LSC
Logan Stone Capital
Illinois
-$1.12M
5
1CP
1607 Capital Partners
Virginia
-$814K
Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
26
Samalin Investment Counsel
New York
$395K +$28 +1 +0%
NSAM
27
North Star Asset Management
Wisconsin
$355K – – –
GAM
28
Gould Asset Management
California
$327K – – –
MML Investors Services
29
MML Investors Services
Massachusetts
$252K – – –
HighTower Advisors
30
HighTower Advisors
Illinois
$248K +$228K +8,230 New
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$243K – – –
Jones Financial Companies
32
Jones Financial Companies
Missouri
$232K +$113K +4,083 +114%
SA
33
Sanctuary Advisors
Indiana
$224K +$222K +8,032 New
AA
34
Ancora Advisors
Ohio
$209K – – –
BBPWM
35
Blue Bell Private Wealth Management
Pennsylvania
$177K -$38.7K -1,400 -19%
Barclays
36
Barclays
United Kingdom
$139K – – –
Wells Fargo
37
Wells Fargo
California
$64.3K -$221 -8 -0.4%
Osaic Holdings
38
Osaic Holdings
Arizona
$34.9K – – –
TJHA
39
Thomas J. Herzfeld Advisors
Florida
$17K – – –
AF
40
Allworth Financial
California
$15K – – –
GIA
41
GHP Investment Advisors
Colorado
$15K – – –
SPIA
42
Steward Partners Investment Advisory
New York
$10.9K +$10K +362 New
FDCDDQ
43
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.02K – – –
US Bancorp
44
US Bancorp
Minnesota
$8.87K +$8.16K +295 New
Bessemer Group
45
Bessemer Group
New Jersey
$7K +$498 +18 +9%
BHWM
46
Beaird Harris Wealth Management
Texas
$6.23K -$14.7K -533 -72%
TCOV
47
Trust Company of Vermont
Vermont
$5.38K – – –
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$4.51K – – –
National Bank of Canada
49
National Bank of Canada
Quebec, Canada
$3.46K – – –
HC
50
Hara Capital
Washington
$2.56K +$2.35K +85 New
1
2
3

IIF Hedge Fund Activity: Q3 2024 in Review

53 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley India Investment Fund (IIF) for Q3 2024, worth a combined $117M — up 19% from $98.7M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new IIF positions and 5 closed out — a net gain of 3 holders — while 6 added to existing stakes and 19 trimmed.

The largest buyer was Saba Capital Management, opening a new position worth an estimated $18.7M. The largest seller was City of London Investment Management, cutting an estimated $13.6M.

  • 53 institutional investors held Morgan Stanley India Investment Fund (IIF) as of Q3 2024, up from 50 in Q2 2024.
  • Funds reported $117M of Morgan Stanley India Investment Fund stock for Q3 2024, up 19% quarter-over-quarter.
  • 8 funds opened new Morgan Stanley India Investment Fund positions in Q3 2024 and 5 closed out, a net change of +3 holders.
  • The largest Morgan Stanley India Investment Fund buyer in Q3 2024 was Saba Capital Management, an estimated $18.7M added.
  • The largest Morgan Stanley India Investment Fund seller in Q3 2024 was City of London Investment Management, an estimated $13.6M sold.

Based on aggregated 13F filings for Q3 2024.