We are live on ! Find out more
IIF

Morgan Stanley India Investment Fund

53 hedge funds and large institutions have $117M invested in Morgan Stanley India Investment Fund in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 6 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

19% more capital invested

Capital invested by funds: $98.7M → $117M (+$18.3M)

6% more funds holding

Funds holding: 5053 (+3)

2.11% more ownership

Funds ownership: 37.4%39.51% (+2.1%)

68% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 19

Holders
53
Holders Change
+3
Holders Change %
+6%
% of All Funds
0.76%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
6
Reduced
19
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Saba Capital Management
New York
$20.3M +$18.7M +675,703 New
Lazard Asset Management
2
Lazard Asset Management
New York
$19.3M -$496K -17,939 -3%
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$12.3M -$3.22M -116,408 -22%
KIM
4
Karpus Investment Management
New York
$9.41M -$75.4K -2,728 -0.9%
COLIM
5
City of London Investment Management
United Kingdom
$7.34M -$13.6M -492,390 -67%
BI
6
Bulldog Investors
New Jersey
$6.08M +$5.58M +201,872 New
LBA
7
Letko, Brosseau & Associates
Quebec, Canada
$5.79M -$27.7K -1,000 -0.5%
Ohio Public Employees Retirement System (OPERS)
8
Ohio Public Employees Retirement System (OPERS)
Ohio
$5.05M +$4.64M +167,943 New
UBS Group
9
UBS Group
Switzerland
$4.08M -$49.8K -1,800 -1%
1CP
10
1607 Capital Partners
Virginia
$3.33M -$814K -29,439 -21%
Morgan Stanley
11
Morgan Stanley
New York
$3.29M +$223K +8,061 +8%
Bank of America
12
Bank of America
North Carolina
$3.2M -$395K -14,291 -12%
AC
13
Almitas Capital
California
$2.6M -$786K -28,431 -25%
Stifel Financial
14
Stifel Financial
Missouri
$1.97M +$94.3K +3,411 +5%
SO
15
STRS Ohio
Ohio
$1.65M
QC
16
Quantedge Capital
Singapore
$1.61M -$155K -5,600 -9%
MC
17
Matisse Capital
Oregon
$1.14M
CL
18
CSS LLC
Illinois
$1.02M -$83K -3,000 -8%
RJA
19
Raymond James & Associates
Florida
$874K -$310K -11,215 -28%
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$738K -$144K -5,200 -18%
Walleye Capital
21
Walleye Capital
New York
$729K -$125K -4,535 -16%
LCM
22
Landscape Capital Management
New Jersey
$719K -$524K -18,941 -44%
GBI
23
GP Brinson Investments
Illinois
$541K
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$530K +$13.8K +500 +3%
Calamos Advisors
25
Calamos Advisors
Illinois
$408K -$8.88K -321 -2%

IIF Hedge Fund Activity: Q3 2024 in Review

53 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley India Investment Fund (IIF) for Q3 2024, worth a combined $117M — up 19% from $98.7M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new IIF positions and 5 closed out — a net gain of 3 holders — while 6 added to existing stakes and 19 trimmed.

The largest buyer was Saba Capital Management, opening a new position worth an estimated $18.7M. The largest seller was City of London Investment Management, cutting an estimated $13.6M.

  • 53 institutional investors held Morgan Stanley India Investment Fund (IIF) as of Q3 2024, up from 50 in Q2 2024.
  • Funds reported $117M of Morgan Stanley India Investment Fund stock for Q3 2024, up 19% quarter-over-quarter.
  • 8 funds opened new Morgan Stanley India Investment Fund positions in Q3 2024 and 5 closed out, a net change of +3 holders.
  • The largest Morgan Stanley India Investment Fund buyer in Q3 2024 was Saba Capital Management, an estimated $18.7M added.
  • The largest Morgan Stanley India Investment Fund seller in Q3 2024 was City of London Investment Management, an estimated $13.6M sold.

Based on aggregated 13F filings for Q3 2024.