Morgan Stanley India Investment Fund
IIF
45 hedge funds and large institutions have $168M invested in Morgan Stanley India Investment Fund in 2021 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 12 reducing their positions, and 3 closing their positions.
167% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 3
13% more funds holding
Funds holding: 40 → 45 (+5)
0% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 12
1.01% less ownership
Funds ownership: 48.13% → 47.12% (-1%)
5% less capital invested
Capital invested by funds: $177M → $168M (-$9.64M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
+$2.39M |
| 2 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$800K |
| 3 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$702K |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$675K |
| 5 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$471K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$13.3M |
| 2 |
MC
Matisse Capital
Portland,
Oregon
|
-$6.71M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$1.7M |
| 4 |
COLIM
City of London Investment Management
London,
United Kingdom
|
-$1.33M |
| 5 |
Barclays
London,
United Kingdom
|
-$764K |
IIF Hedge Fund Activity: Q4 2021 in Review
45 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley India Investment Fund (IIF) for Q4 2021, worth a combined $168M — down 5.4% from $177M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new IIF positions and 3 closed out — a net gain of 5 holders — while 12 added to existing stakes and 12 trimmed.
The largest buyer was Lazard Asset Management, adding an estimated $2.39M. The largest seller was Wells Fargo, cutting an estimated $13.3M.
- 45 institutional investors held Morgan Stanley India Investment Fund (IIF) as of Q4 2021, up from 40 in Q3 2021.
- Funds reported $168M of Morgan Stanley India Investment Fund stock for Q4 2021, down 5.4% quarter-over-quarter.
- 8 funds opened new Morgan Stanley India Investment Fund positions in Q4 2021 and 3 closed out, a net change of +5 holders.
- The largest Morgan Stanley India Investment Fund buyer in Q4 2021 was Lazard Asset Management, an estimated $2.39M added.
- The largest Morgan Stanley India Investment Fund seller in Q4 2021 was Wells Fargo, an estimated $13.3M sold.
Based on aggregated 13F filings for Q4 2021.