Investcorp India Acquisi -27IVAWFPreferred / convertible

13F holders, Q1 2025 (March 31)
23holders +2
2new positions
0sold out
1famous investor
$0.02avg. 13F price*

At the end of Q1 2025, 23 institutions reported holding Investcorp India Acquisi -27 (IVAWF) in their 13F filings, up 2 from Q4 2024. 2 opened new positions and 0 sold out. The largest holders were Meteora Capital, LLC ($28K), Saba Capital Management, L.P. ($16K) and Periscope Capital Inc. ($14K). One famous investor held it Ken Griffin ( of Citadel Advisors's portfolio).

Company
Investcorp India Acquisi -27
CUSIP
G49219127
Latest filing quarter
Q2 2026

History

Number of 13F holders

0102030 Q1 2024: 27Q1 2024Q2 2024: 27Q2 2024Q3 2024: 27Q3 2024Q4 2024: 21Q4 2024Q1 2025: 23Q1 2025Q2 2025: 3Q2 2025Q3 2025: 1Q3 2025Q4 2025: 1Q4 2025Q1 2026: 1Q1 2026Q2 2026: 1Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions2$867
Exits0$0

All 13F filers, Q4 2024 → Q1 2025: 167,110 shares bought and 24,501 shares sold, net +142,609 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 23 holders
Meteora Capital, LLC — Reduce -1.7% 1,377,536 $28K
Saba Capital Management, L.P. — No change 724,998 $16K
Periscope Capital Inc. — No change 698,700 $14K
Gritstone Asset Management LLC — No change 641,786 $13K
Shaolin Capital Management LLC — Add +28.8% 515,000 $10K
Polar Asset Management Partners Inc. — No change 450,000 $9K
AQR Arbitrage LLC — No change 288,058 $6K
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) — No change 209,630 $5K
Context Capital Management, LLC — No change 212,035 $4K
MMCAP International Inc. SPC — No change 200,000 $4K
Verition Fund Management LLC — No change 150,000 $3K
Picton Mahoney Asset Management — No change 125,000 $3K
Citadel Advisors — Add +0.1% 127,479 $3K
Taconic Capital Advisors LP — No change 125,000 $3K
Clear Street LLC — Add +15.2% 57,500 $1K
Adage Capital Partners Gp, L.L.C. — No change 1,012,500 $1K
Wolverine Asset Management LLC — No change 50,050 $1K
Schonfeld Strategic Advisors LLC — No change 42,500 $850
Cantor Fitzgerald, L. P. — New 27,498 $550
Two Sigma Securities, LLC — New 15,860 $317
UBS Group AG — Add +41.6% 3,638 $73
Bank of America Corp. — Reduce -25.0% 450 $9
Eisler Capital Management Ltd. — No change 75,000 $7

"% of holder's portfolio" is IVAWF's weight in each manager's 13F, not the share of Investcorp India Acquisi -27 the manager owns.