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IIF

Morgan Stanley India Investment Fund
IIF

54 hedge funds and large institutions have $86.1M invested in Morgan Stanley India Investment Fund in 2024 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

2% more funds holding

Funds holding: 53 → 54 (+1)

6% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 16

4.93% less ownership

Funds ownership: 39.51% → 34.59% (-4.9%)

26% less capital invested

Capital invested by funds: $117M → $86.1M (-$31M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
54
Holders Change
+1
Holders Change %
+1.89%
% of All Funds
0.71%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
4
Increased
15
Reduced
16
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BI
Bulldog Investors
New Jersey
+$2.39M
2
SCM
Saba Capital Management
New York
+$1.83M
3
WAM
Wolverine Asset Management
Illinois
+$462K
4
Stifel Financial
Stifel Financial
Missouri
+$217K
5
UBS Group
UBS Group
Switzerland
+$158K

Top Sellers

Rank Fund Capital Flow
1
COLIM
City of London Investment Management
United Kingdom
-$5.16M
2
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
-$5.05M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
-$2.39M
4
LBA
Letko, Brosseau & Associates
Quebec, Canada
-$2.17M
5
1CP
1607 Capital Partners
Virginia
-$1.84M
Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
26
Gould Asset Management
California
$267K -$8.9K -320 -3%
Jones Financial Companies
27
Jones Financial Companies
Missouri
$253K +$64.9K +2,331 +30%
MWM
28
Maridea Wealth Management
New York
$226K +$249K +8,949 New
LCM
29
Landscape Capital Management
New Jersey
$219K -$424K -15,228 -64%
SA
30
Sanctuary Advisors
Indiana
$216K +$24.3K +872 +11%
MML Investors Services
31
MML Investors Services
Massachusetts
$212K – – –
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$209K +$5.57K +200 +2%
BBPWM
33
Blue Bell Private Wealth Management
Pennsylvania
$194K +$50.1K +1,800 +31%
AA
34
Ancora Advisors
Ohio
$175K – – –
Barclays
35
Barclays
United Kingdom
$122K – – –
EC
36
Elequin Capital
New York
$54.3K +$59.8K +2,149 New
Osaic Holdings
37
Osaic Holdings
Arizona
$29.3K – – –
Wells Fargo
38
Wells Fargo
California
$22.3K -$34.9K -1,253 -59%
TJHA
39
Thomas J. Herzfeld Advisors
Florida
$14.6K +$306 +11 +2%
AF
40
Allworth Financial
California
$12.2K – – –
SPIA
41
Steward Partners Investment Advisory
New York
$8.85K -$334 -12 -3%
GIA
42
GHP Investment Advisors
Colorado
$7.58K -$5.57K -200 -40%
FDCDDQ
43
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.58K – – –
US Bancorp
44
US Bancorp
Minnesota
$7.46K – – –
BlackRock
45
BlackRock
New York
$6.32K +$6.96K +250 New
BHWM
46
Beaird Harris Wealth Management
Texas
$5.23K – – –
Bessemer Group
47
Bessemer Group
New Jersey
$5K -$668 -24 -10%
TCOV
48
Trust Company of Vermont
Vermont
$4.52K – – –
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$3.79K – – –
National Bank of Canada
50
National Bank of Canada
Quebec, Canada
$2.91K – – –
1
2
3

IIF Hedge Fund Activity: Q4 2024 in Review

54 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley India Investment Fund (IIF) for Q4 2024, worth a combined $86.1M — down 26% from $117M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new IIF positions and 2 closed out — a net gain of 2 holders — while 15 added to existing stakes and 16 trimmed.

The largest buyer was Bulldog Investors, adding an estimated $2.39M. The largest seller was City of London Investment Management, cutting an estimated $5.16M.

  • 54 institutional investors held Morgan Stanley India Investment Fund (IIF) as of Q4 2024, up from 53 in Q3 2024.
  • Funds reported $86.1M of Morgan Stanley India Investment Fund stock for Q4 2024, down 26% quarter-over-quarter.
  • 4 funds opened new Morgan Stanley India Investment Fund positions in Q4 2024 and 2 closed out, a net change of +2 holders.
  • The largest Morgan Stanley India Investment Fund buyer in Q4 2024 was Bulldog Investors, an estimated $2.39M added.
  • The largest Morgan Stanley India Investment Fund seller in Q4 2024 was City of London Investment Management, an estimated $5.16M sold.

Based on aggregated 13F filings for Q4 2024.