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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Saba Capital Management
New York
|
+$18.7M |
| 2 |
BI
Bulldog Investors
Saddle Brook,
New Jersey
|
+$5.58M |
| 3 |
Ohio Public Employees Retirement System (OPERS)
Columbus,
Ohio
|
+$4.64M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$228K |
| 5 |
Morgan Stanley
New York
|
+$223K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
COLIM
City of London Investment Management
London,
United Kingdom
|
-$13.6M |
| 2 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$3.22M |
| 3 |
AW
Atlas Wealth
Cincinnati,
Ohio
|
-$1.18M |
| 4 |
LSC
Logan Stone Capital
Chicago,
Illinois
|
-$1.12M |
| 5 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$814K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HCM
51
Hollencrest Capital Management
Newport Beach,
California
| $2.17K | – | – | – |
|
|
SWA
52
SOA Wealth Advisors
New York
| $1.26K | – | – | – |
|
|
LSA
53
Leonteq Securities AG
Zurich,
Switzerland
| $60 | – | – | – |
|
|
AW
54
Atlas Wealth
Cincinnati,
Ohio
| – | -$1.18M | -43,799 | Closed |
|
|
LSC
55
Logan Stone Capital
Chicago,
Illinois
| – | -$1.12M | -41,699 | Closed |
|
|
WAM
56
Wolverine Asset Management
Chicago,
Illinois
| – | -$788K | -29,452 | Closed |
|
57
JP Morgan Chase
New York
| – | -$8.19K | -306 | Closed |
|
|
GLR
58
Great Lakes Retirement
Sandusky,
Ohio
| – | -$2.09K | -78 | Closed |
|
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.