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IIF

Morgan Stanley India Investment Fund

54 hedge funds and large institutions have $86.1M invested in Morgan Stanley India Investment Fund in 2024 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

2% more funds holding

Funds holding: 5354 (+1)

6% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 16

4.93% less ownership

Funds ownership: 39.51%34.59% (-4.9%)

26% less capital invested

Capital invested by funds: $117M → $86.1M (-$31M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
54
Holders Change
+1
Holders Change %
+1.89%
% of All Funds
0.71%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
4
Increased
15
Reduced
16
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Saba Capital Management
New York
$18.7M +$1.83M +65,828 +10%
Lazard Asset Management
2
Lazard Asset Management
New York
$16M -$293K -10,548 -2%
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$8.2M -$2.39M -85,747 -21%
BI
4
Bulldog Investors
New Jersey
$7.3M +$2.39M +85,772 +42%
KIM
5
Karpus Investment Management
New York
$6.87M -$1.13M -40,753 -13%
UBS Group
6
UBS Group
Switzerland
$3.57M +$158K +5,664 +4%
LBA
7
Letko, Brosseau & Associates
Quebec, Canada
$2.89M -$2.17M -77,875 -40%
Morgan Stanley
8
Morgan Stanley
New York
$2.83M +$64.1K +2,304 +2%
Bank of America
9
Bank of America
North Carolina
$2.79M +$112K +4,028 +4%
AC
10
Almitas Capital
California
$2.18M
Stifel Financial
11
Stifel Financial
Missouri
$1.85M +$217K +7,783 +12%
COLIM
12
City of London Investment Management
United Kingdom
$1.48M -$5.16M -185,479 -76%
SO
13
STRS Ohio
Ohio
$1.38M
QC
14
Quantedge Capital
Singapore
$1.36M +$8.35K +300 +0.6%
1CP
15
1607 Capital Partners
Virginia
$1.13M -$1.84M -66,079 -60%
MC
16
Matisse Capital
Oregon
$959K
CL
17
CSS LLC
Illinois
$854K
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$598K -$19.5K -700 -3%
Walleye Capital
19
Walleye Capital
New York
$569K -$47.8K -1,719 -7%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$561K +$128K +4,600 +26%
GBI
21
GP Brinson Investments
Illinois
$455K
WAM
22
Wolverine Asset Management
Illinois
$419K +$462K +16,593 New
SIC
23
Samalin Investment Counsel
New York
$323K -$9.38K -337 -3%
NSAM
24
North Star Asset Management
Wisconsin
$280K -$19.4K -696 -6%
HighTower Advisors
25
HighTower Advisors
Illinois
$276K +$75.1K +2,699 +33%

IIF Hedge Fund Activity: Q4 2024 in Review

54 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley India Investment Fund (IIF) for Q4 2024, worth a combined $86.1M — down 26% from $117M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new IIF positions and 2 closed out — a net gain of 2 holders — while 15 added to existing stakes and 16 trimmed.

The largest buyer was Bulldog Investors, adding an estimated $2.39M. The largest seller was City of London Investment Management, cutting an estimated $5.16M.

  • 54 institutional investors held Morgan Stanley India Investment Fund (IIF) as of Q4 2024, up from 53 in Q3 2024.
  • Funds reported $86.1M of Morgan Stanley India Investment Fund stock for Q4 2024, down 26% quarter-over-quarter.
  • 4 funds opened new Morgan Stanley India Investment Fund positions in Q4 2024 and 2 closed out, a net change of +2 holders.
  • The largest Morgan Stanley India Investment Fund buyer in Q4 2024 was Bulldog Investors, an estimated $2.39M added.
  • The largest Morgan Stanley India Investment Fund seller in Q4 2024 was City of London Investment Management, an estimated $5.16M sold.

Based on aggregated 13F filings for Q4 2024.