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IIF

Morgan Stanley India Investment Fund

46 hedge funds and large institutions have $88.3M invested in Morgan Stanley India Investment Fund in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

2% more funds holding

Funds holding: 4546 (+1)

2.3% less ownership

Funds ownership: 42.08%39.78% (-2.3%)

9% less capital invested

Capital invested by funds: $97.3M → $88.3M (-$8.93M)

25% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 16

Holders
46
Holders Change
+1
Holders Change %
+2.22%
% of All Funds
0.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
12
Reduced
16
Closed
4
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
$22.2M -$8.94M -402,765 -28%
Lazard Asset Management
2
Lazard Asset Management
New York
$15.2M -$74.7K -3,366 -0.5%
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$12M -$59.7K -2,688 -0.5%
KIM
4
Karpus Investment Management
New York
$6.79M +$174K +7,854 +3%
LBA
5
Letko, Brosseau & Associates
Quebec, Canada
$4.15M -$480K -21,625 -10%
AC
6
Almitas Capital
California
$3.65M +$1.25M +56,511 +50%
Morgan Stanley
7
Morgan Stanley
New York
$3.55M +$1.94M +87,573 +113%
1CP
8
1607 Capital Partners
Virginia
$2.99M +$242K +10,909 +8%
UBS Group
9
UBS Group
Switzerland
$2.94M +$170K +7,657 +6%
Bank of America
10
Bank of America
North Carolina
$2.82M +$253K +11,407 +10%
Stifel Financial
11
Stifel Financial
Missouri
$2.13M +$70.7K +3,182 +3%
SO
12
STRS Ohio
Ohio
$1.17M
LCM
13
Landscape Capital Management
New Jersey
$1.07M +$1.1M +49,671 New
QC
14
Quantedge Capital
Singapore
$994K +$64.4K +2,900 +7%
CL
15
CSS LLC
Illinois
$850K -$180K -8,100 -17%
MC
16
Matisse Capital
Oregon
$815K +$843K +37,950 New
RJA
17
Raymond James & Associates
Florida
$789K -$11.1K -500 -1%
Qube Research & Technologies (QRT)
18
Qube Research & Technologies (QRT)
United Kingdom
$725K
GBI
19
GP Brinson Investments
Illinois
$386K
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$340K -$13.3K -600 -4%
NSAM
21
North Star Asset Management
Wisconsin
$339K -$10.9K -492 -3%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$256K +$265K +11,918 New
SIC
23
Samalin Investment Counsel
New York
$246K -$22 -1 -0%
EWA
24
Emergent Wealth Advisors
New York
$238K +$246K +11,100 New
GAM
25
Gould Asset Management
California
$234K +$5.55K +250 +2%

IIF Hedge Fund Activity: Q4 2023 in Review

46 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley India Investment Fund (IIF) for Q4 2023, worth a combined $88.3M — down 9.2% from $97.3M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new IIF positions and 4 closed out — a net gain of 1 holder — while 12 added to existing stakes and 16 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.94M. The largest seller was City of London Investment Management, cutting an estimated $8.94M.

  • 46 institutional investors held Morgan Stanley India Investment Fund (IIF) as of Q4 2023, up from 45 in Q3 2023.
  • Funds reported $88.3M of Morgan Stanley India Investment Fund stock for Q4 2023, down 9.2% quarter-over-quarter.
  • 5 funds opened new Morgan Stanley India Investment Fund positions in Q4 2023 and 4 closed out, a net change of +1 holder.
  • The largest Morgan Stanley India Investment Fund buyer in Q4 2023 was Morgan Stanley, an estimated $1.94M added.
  • The largest Morgan Stanley India Investment Fund seller in Q4 2023 was City of London Investment Management, an estimated $8.94M sold.

Based on aggregated 13F filings for Q4 2023.