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IIF

Morgan Stanley India Investment Fund

48 hedge funds and large institutions have $87.3M invested in Morgan Stanley India Investment Fund in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

4% more funds holding

Funds holding: 4648 (+2)

1% less capital invested

Capital invested by funds: $88.3M → $87.3M (-$1.06M)

3.02% less ownership

Funds ownership: 39.78%36.77% (-3%)

21% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 14

Holders
48
Holders Change
+2
Holders Change %
+4.35%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
11
Reduced
14
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
$22M -$1.69M -74,719 -7%
Lazard Asset Management
2
Lazard Asset Management
New York
$14.3M -$1.97M -87,039 -12%
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$12M -$815K -36,000 -6%
KIM
4
Karpus Investment Management
New York
$7.31M +$49K +2,163 +0.7%
LBA
5
Letko, Brosseau & Associates
Quebec, Canada
$4.44M
UBS Group
6
UBS Group
Switzerland
$3.19M +$49.6K +2,190 +2%
1CP
7
1607 Capital Partners
Virginia
$3.18M -$20.8K -917 -0.7%
Bank of America
8
Bank of America
North Carolina
$2.84M -$166K -7,348 -6%
AC
9
Almitas Capital
California
$2.57M -$1.31M -57,972 -34%
Morgan Stanley
10
Morgan Stanley
New York
$2.15M -$1.62M -71,803 -43%
Stifel Financial
11
Stifel Financial
Missouri
$1.39M -$869K -38,378 -39%
SO
12
STRS Ohio
Ohio
$1.25M
QC
13
Quantedge Capital
Singapore
$1.09M +$29.4K +1,300 +3%
LCM
14
Landscape Capital Management
New Jersey
$945K -$192K -8,470 -17%
MC
15
Matisse Capital
Oregon
$871K
RJA
16
Raymond James & Associates
Florida
$843K
CL
17
CSS LLC
Illinois
$805K -$102K -4,500 -11%
Qube Research & Technologies (QRT)
18
Qube Research & Technologies (QRT)
United Kingdom
$774K
WAM
19
Wolverine Asset Management
Illinois
$752K +$502K +22,164 +209%
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$692K +$274K +12,100 +95%
Walleye Capital
21
Walleye Capital
New York
$459K +$212K +9,355 +88%
GBI
22
GP Brinson Investments
Illinois
$413K
EAM
23
Eschler Asset Management
United Kingdom
$380K +$374K +16,536 New
BFM
24
Boothbay Fund Management
New York
$379K +$374K +16,536 New
NSAM
25
North Star Asset Management
Wisconsin
$354K -$8.44K -373 -2%

IIF Hedge Fund Activity: Q1 2024 in Review

48 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley India Investment Fund (IIF) for Q1 2024, worth a combined $87.3M — down 1.2% from $88.3M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new IIF positions and 4 closed out — a net gain of 2 holders — while 11 added to existing stakes and 14 trimmed.

The largest buyer was Wolverine Asset Management, adding an estimated $502K. The largest seller was Lazard Asset Management, cutting an estimated $1.97M.

  • 48 institutional investors held Morgan Stanley India Investment Fund (IIF) as of Q1 2024, up from 46 in Q4 2023.
  • Funds reported $87.3M of Morgan Stanley India Investment Fund stock for Q1 2024, down 1.2% quarter-over-quarter.
  • 6 funds opened new Morgan Stanley India Investment Fund positions in Q1 2024 and 4 closed out, a net change of +2 holders.
  • The largest Morgan Stanley India Investment Fund buyer in Q1 2024 was Wolverine Asset Management, an estimated $502K added.
  • The largest Morgan Stanley India Investment Fund seller in Q1 2024 was Lazard Asset Management, an estimated $1.97M sold.

Based on aggregated 13F filings for Q1 2024.