Morgan Stanley India InvestIIF
13F holders, Q3 2024 (September 30)53holders +3
8new positions
5sold out
$30.08avg. 13F price*
At the end of Q3 2024, 53 institutions reported holding Morgan Stanley India Invest (IIF) in their 13F filings, up 3 from Q2 2024. 8 opened new positions and 5 sold out. The largest holders were Saba Capital Management, L.P. ($20.3M), Lazard Asset Management LLC ($19.3M) and Allspring Global Investments Holdings, LLC ($12.3M).
- Company
- Morgan Stanley India Invest
- CUSIP
- 61745C105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $31.9M |
| Exits | 5 | $3.1M |
All 13F filers, Q2 2024 → Q3 2024: 1,078,596 shares bought and 870,513 shares sold, net +208,083 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 53 holders
| Saba Capital Management, L.P. | 0.45% | New | 675,703 | $20.3M |
| Lazard Asset Management LLC | 0.03% | Reduce -2.7% | 642,430 | $19.3M |
| Allspring Global Investments Holdings, LLC | 0.02% | Reduce -22.1% | 410,140 | $12.3M |
| Karpus Management, Inc. | 0.26% | Reduce -0.9% | 312,790 | $9.4M |
| City of London Investment Management Co. Ltd. | 0.64% | Reduce -66.9% | 243,955 | $7.3M |
| Bulldog Investors, LLP | 2.05% | New | 201,872 | $6.1M |
| Letko, Brosseau & Associates Inc. | 0.10% | Reduce -0.5% | 192,375 | $5.8M |
| Public Employees Retirement System of Ohio | 0.02% | New | 167,943 | $5.1M |
| UBS Group AG | 0.00% | Reduce -1.3% | 135,792 | $4.1M |
| 1607 Capital Partners, LLC | 0.30% | Reduce -21.0% | 110,850 | $3.3M |
| Morgan Stanley | 0.00% | Add +8.0% | 109,493 | $3.3M |
| Bank of America Corp. | 0.00% | Reduce -11.9% | 106,222 | $3.2M |
| Almitas Capital LLC | 0.92% | Reduce -24.8% | 86,320 | $2.6M |
| Stifel Financial Corp. | 0.00% | Add +5.5% | 65,506 | $2.0M |
| STRS Ohio | 0.01% | No change | 54,716 | $1.6M |
| Quantedge Capital Pte Ltd | 0.48% | Reduce -9.5% | 53,504 | $1.6M |
| Matisse Capital | 0.56% | No change | 37,950 | $1.1M |
| CSS LLC | 0.18% | Reduce -8.2% | 33,780 | $1.0M |
| Raymond James & Associates | 0.00% | Reduce -27.9% | 29,040 | $874K |
| Bank of Montreal | 0.00% | Reduce -17.6% | 24,360 | $738K |
| Walleye Capital LLC | 0.01% | Reduce -15.8% | 24,242 | $729K |
| Landscape Capital Management, L.L.C. | 0.07% | Reduce -44.2% | 23,907 | $719K |
| GP Brinson Investments LLC | 0.22% | No change | 18,000 | $541K |
| Royal Bank of Canada | 0.00% | Add +2.9% | 17,618 | $530K |
| Calamos Advisors LLC | 0.00% | Reduce -2.3% | 13,557 | $408K |
| Samalin Investment Counsel, LLC | 0.17% | Add +0.0% | 13,122 | $395K |
| North Star Asset Management Inc. | 0.02% | No change | 11,793 | $355K |
| Gould Asset Management LLC | 0.07% | No change | 10,884 | $327K |
| MML Investors Services, LLC | 0.00% | No change | 8,394 | $252K |
| HighTower Advisors, LLC | 0.00% | New | 8,230 | $248K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 8,090 | $243K |
| Jones Financial Companies LLLP | 0.00% | Add +113.9% | 7,669 | $232K |
| Sanctuary Advisors, LLC | 0.00% | New | 8,032 | $224K |
| Ancora Advisors LLC | 0.00% | No change | 6,937 | $209K |
| Blue Bell Private Wealth Management, LLC | 0.03% | Reduce -19.2% | 5,883 | $177K |
| Barclays PLC | 0.00% | No change | 4,000 | $139K |
| Wells Fargo & Company | 0.00% | Reduce -0.4% | 2,137 | $64K |
| Osaic Holdings, Inc. | 0.00% | No change | 1,159 | $35K |
| Thomas J. Herzfeld Advisors, Inc. | 0.01% | No change | 565 | $17K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 500 | $15K |
| Allworth Financial LP | 0.00% | No change | 500 | $15K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 362 | $11K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 300 | $9K |
| US Bancorp \de | 0.00% | New | 295 | $9K |
| Bessemer Group Inc. | 0.00% | Add +8.5% | 229 | $7K |
| Beaird Harris Wealth Management, LLC | 0.00% | Reduce -72.0% | 207 | $6K |
| Trust Co. of Vermont | 0.00% | No change | 179 | $5K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 150 | $5K |
| National Bank of Canada | 0.00% | No change | 115 | $3K |
| Hara Capital LLC | 0.00% | New | 85 | $3K |
| Hollencrest Capital Management | 0.00% | No change | 72 | $2K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 42 | $1K |
| Leonteq Securities AG | 0.00% | No change | 2 | $60 |
"% of holder's portfolio" is IIF's weight in each manager's 13F, not the share of Morgan Stanley India Invest the manager owns.