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IIF

Morgan Stanley India Investment Fund

50 hedge funds and large institutions have $98.7M invested in Morgan Stanley India Investment Fund in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 10

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

13% more capital invested

Capital invested by funds: $87.3M → $98.7M (+$11.5M)

4% more funds holding

Funds holding: 4850 (+2)

0.63% more ownership

Funds ownership: 36.77%37.4% (+0.63%)

Holders
50
Holders Change
+2
Holders Change %
+4.17%
% of All Funds
0.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
19
Reduced
10
Closed
3
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
$19.7M -$5.32M -221,300 -23%
Lazard Asset Management
2
Lazard Asset Management
New York
$17.7M +$913K +37,930 +6%
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$14.1M +$48.1K +2,000 +0.4%
KIM
4
Karpus Investment Management
New York
$8.44M -$71.4K -2,968 -0.9%
LBA
5
Letko, Brosseau & Associates
Quebec, Canada
$5.17M
1CP
6
1607 Capital Partners
Virginia
$3.75M +$43.3K +1,800 +1%
UBS Group
7
UBS Group
Switzerland
$3.68M -$37.3K -1,551 -1%
Bank of America
8
Bank of America
North Carolina
$3.22M -$81.7K -3,394 -3%
AC
9
Almitas Capital
California
$3.07M +$61.6K +2,560 +2%
Morgan Stanley
10
Morgan Stanley
New York
$2.71M +$190K +7,897 +8%
Stifel Financial
11
Stifel Financial
Missouri
$1.66M +$32.4K +1,348 +2%
QC
12
Quantedge Capital
Singapore
$1.58M +$277K +11,527 +24%
SO
13
STRS Ohio
Ohio
$1.46M
AW
14
Atlas Wealth
Ohio
$1.18M +$1.05M +43,799 New
LCM
15
Landscape Capital Management
New Jersey
$1.15M +$39.6K +1,647 +4%
LSC
16
Logan Stone Capital
Illinois
$1.12M +$1M +41,699 New
RJA
17
Raymond James & Associates
Florida
$1.08M +$84.2K +3,500 +10%
MC
18
Matisse Capital
Oregon
$1.02M
CL
19
CSS LLC
Illinois
$984K +$40.7K +1,690 +5%
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$955K +$113K +4,700 +19%
WAM
21
Wolverine Asset Management
Illinois
$788K -$80K -3,325 -10%
Walleye Capital
22
Walleye Capital
New York
$770K +$211K +8,788 +44%
GBI
23
GP Brinson Investments
Illinois
$482K
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$458K +$74.8K +3,108 +22%
Calamos Advisors
25
Calamos Advisors
Illinois
$371K +$106K +4,402 +46%

IIF Hedge Fund Activity: Q2 2024 in Review

50 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley India Investment Fund (IIF) for Q2 2024, worth a combined $98.7M — up 13% from $87.3M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new IIF positions and 3 closed out — a net gain of 2 holders — while 19 added to existing stakes and 10 trimmed.

The largest buyer was Atlas Wealth, opening a new position worth an estimated $1.05M. The largest seller was City of London Investment Management, cutting an estimated $5.32M.

  • 50 institutional investors held Morgan Stanley India Investment Fund (IIF) as of Q2 2024, up from 48 in Q1 2024.
  • Funds reported $98.7M of Morgan Stanley India Investment Fund stock for Q2 2024, up 13% quarter-over-quarter.
  • 5 funds opened new Morgan Stanley India Investment Fund positions in Q2 2024 and 3 closed out, a net change of +2 holders.
  • The largest Morgan Stanley India Investment Fund buyer in Q2 2024 was Atlas Wealth, an estimated $1.05M added.
  • The largest Morgan Stanley India Investment Fund seller in Q2 2024 was City of London Investment Management, an estimated $5.32M sold.

Based on aggregated 13F filings for Q2 2024.