We are live on ! Find out more
IIF

Morgan Stanley India Investment Fund

40 hedge funds and large institutions have $176M invested in Morgan Stanley India Investment Fund in 2021 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

12% more capital invested

Capital invested by funds: $157M → $176M (+$19.2M)

10% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 10

0.07% more ownership

Funds ownership: 48.06%48.13% (+0.07%)

2% less funds holding

Funds holding: 4140 (-1)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

Holders
40
Holders Change
-1
Holders Change %
-2.44%
% of All Funds
0.7%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
4
Increased
11
Reduced
10
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
COLIM
1
City of London Investment Management
United Kingdom
$108M -$331K -12,582 -0.3%
Wells Fargo
2
Wells Fargo
California
$13.6M -$26 -1 -0%
Lazard Asset Management
3
Lazard Asset Management
New York
$12.1M +$106K +4,012 +0.9%
MC
4
Matisse Capital
Oregon
$7.13M -$532K -20,221 -7%
CA
5
Cornerstone Advisors
North Carolina
$5.98M -$52.7K -2,000 -0.9%
UBS Group
6
UBS Group
Switzerland
$5.6M +$27.5K +1,045 +0.5%
KIM
7
Karpus Investment Management
New York
$3.75M +$353K +13,415 +11%
1CP
8
1607 Capital Partners
Virginia
$3.5M -$304K -11,543 -8%
ECM
9
Evergreen Capital Management
Washington
$2.34M +$31.5K +1,195 +1%
RJA
10
Raymond James & Associates
Florida
$2.19M +$349K +13,258 +20%
WAM
11
Wolverine Asset Management
Illinois
$1.58M -$450K -17,085 -23%
Bank of America
12
Bank of America
North Carolina
$1.47M +$37.6K +1,428 +3%
SO
13
STRS Ohio
Ohio
$1.36M
CL
14
CSS LLC
Illinois
$835K
QC
15
Quantedge Capital
Singapore
$820K +$783K +29,729 New
Barclays
16
Barclays
United Kingdom
$764K
NSAM
17
North Star Asset Management
Wisconsin
$690K -$61.6K -2,339 -9%
YCM
18
Yakira Capital Management
Connecticut
$600K
GBI
19
GP Brinson Investments
Illinois
$497K
6M
20
6 Meridian
Kansas
$457K +$436K +16,575 New
Morgan Stanley
21
Morgan Stanley
New York
$429K +$77.9K +2,959 +23%
PGFC
22
Peapack-Gladstone Financial Corp
New Jersey
$404K +$1.58K +60 +0.4%
JEST
23
JTC Employer Solutions Trustee
Jersey
$393K
SIA
24
SeaBridge Investment Advisors
New Jersey
$315K +$301K +11,424 New
GAM
25
Gould Asset Management
California
$285K

IIF Hedge Fund Activity: Q3 2021 in Review

40 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley India Investment Fund (IIF) for Q3 2021, worth a combined $176M — up 12% from $157M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of IIF and 4 opened new positions — a net loss of 1 holder — while 10 trimmed existing stakes and 11 added.

The largest buyer was Quantedge Capital, opening a new position worth an estimated $783K. The largest seller was Matisse Capital, cutting an estimated $532K.

  • 40 institutional investors held Morgan Stanley India Investment Fund (IIF) as of Q3 2021, down from 41 in Q2 2021.
  • Funds reported $176M of Morgan Stanley India Investment Fund stock for Q3 2021, up 12% quarter-over-quarter.
  • 4 funds opened new Morgan Stanley India Investment Fund positions in Q3 2021 and 5 closed out, a net change of -1 holder.
  • The largest Morgan Stanley India Investment Fund buyer in Q3 2021 was Quantedge Capital, an estimated $783K added.
  • The largest Morgan Stanley India Investment Fund seller in Q3 2021 was Matisse Capital, an estimated $532K sold.

Based on aggregated 13F filings for Q3 2021.