Morgan Stanley India Investment Fund, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| SABA CAPITAL MANAGEMENT, L.P. | 11/14/2024 | 675,703 | $20.33 M | 100.00% | 6.86% |
| LAZARD ASSET MANAGEMENT LLC | 11/14/2024 | 642,430 | $19.32 M | -2.72% | 6.52% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 10/18/2024 | 410,140 | $12.34 M | -22.11% | 4.17% |
| KARPUS MANAGEMENT, INC. | 11/13/2024 | 312,790 | $9.41 M | -0.86% | 3.18% |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 11/14/2024 | 243,955 | $7.34 M | -66.87% | 2.48% |
| BULLDOG INVESTORS, LLP | 11/14/2024 | 201,872 | $6.08 M | 100.00% | 2.05% |
| LETKO, BROSSEAU & ASSOCIATES INC | 11/07/2024 | 192,375 | $5.79 M | -0.52% | 1.95% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 11/15/2024 | 167,943 | $5.05 M | 100.00% | 1.71% |
| UBS GROUP AG | 11/14/2024 | 135,792 | $4.08 M | -1.31% | 1.38% |
| 1607 CAPITAL PARTNERS, LLC | 11/14/2024 | 110,850 | $3.33 M | -20.98% | 1.13% |
| MORGAN STANLEY | 11/14/2024 | 109,493 | $3.29 M | 7.95% | 1.11% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 106,222 | $3.20 M | -11.86% | 1.08% |
| ALMITAS CAPITAL LLC | 11/14/2024 | 86,320 | $2.60 M | -24.78% | 0.88% |
| STIFEL FINANCIAL CORP | 11/14/2024 | 65,506 | $1.97 M | 5.49% | 0.67% |
| STRS OHIO | 11/01/2024 | 54,716 | $1.65 M | 0.00% | 0.56% |
| QUANTEDGE CAPITAL PTE LTD | 11/13/2024 | 53,504 | $1.61 M | -9.47% | 0.54% |
| MATISSE CAPITAL | 10/17/2024 | 37,950 | $1.14 M | 0.00% | 0.39% |
| CSS LLC/IL | 11/14/2024 | 33,780 | $1.02 M | -8.16% | 0.34% |
| RAYMOND JAMES & ASSOCIATES | 10/18/2024 | 29,040 | $873,531 | -27.86% | 0.29% |
| BANK OF MONTREAL /CAN/ | 11/13/2024 | 24,360 | $737,864 | -17.59% | 0.25% |
| WALLEYE CAPITAL LLC | 11/14/2024 | 24,242 | $729,199 | -15.76% | 0.25% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 11/08/2024 | 23,907 | $719,123 | -44.21% | 0.24% |
| GP BRINSON INVESTMENTS LLC | 10/04/2024 | 18,000 | $541,440 | 0.00% | 0.18% |
| ROYAL BANK OF CANADA | 11/14/2024 | 17,618 | $530,000 | 2.92% | 0.18% |
| CALAMOS ADVISORS LLC | 11/07/2024 | 13,557 | $407,795 | -2.31% | 0.14% |
| SAMALIN INVESTMENT COUNSEL, LLC | 11/13/2024 | 13,122 | $394,701 | 0.01% | 0.13% |
| NORTH STAR ASSET MANAGEMENT INC | 11/14/2024 | 11,793 | $354,733 | 0.00% | 0.12% |
| GOULD ASSET MANAGEMENT LLC /CA/ | 11/12/2024 | 10,884 | $327,391 | 0.00% | 0.11% |
| MML INVESTORS SERVICES, LLC | 11/15/2024 | 8,394 | $252,000 | 0.00% | 0.09% |
| HIGHTOWER ADVISORS, LLC | 11/14/2024 | 8,230 | $248,000 | 100.00% | 0.08% |
| PNC FINANCIAL SERVICES GROUP, INC. | 11/08/2024 | 8,090 | $243,347 | 0.00% | 0.08% |
| 11/25/2024 | 8,032 | $224,093 | 100.00% | 0.08% | |
| JONES FINANCIAL COMPANIES LLLP | 11/12/2024 | 7,669 | $232,294 | 113.86% | 0.08% |
| ANCORA ADVISORS, LLC | 11/14/2024 | 6,937 | $208,665 | 0.00% | 0.07% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 10/29/2024 | 5,883 | $176,961 | -19.22% | 0.06% |
| BARCLAYS PLC | 11/19/2024 | 4,000 | $139,000 | 0.00% | 0.04% |
| WELLS FARGO & COMPANY/MN | 11/13/2024 | 2,137 | $64,286 | -0.37% | 0.02% |
| ADVISOR GROUP HOLDINGS, INC. | 11/13/2024 | 1,159 | $34,859 | 0.00% | 0.01% |
| THOMAS J. HERZFELD ADVISORS, INC. | 11/12/2024 | 565 | $16,995 | 0.00% | 0.01% |
| GHP INVESTMENT ADVISORS, INC. | 10/24/2024 | 500 | $15,040 | 0.00% | 0.01% |
| ALLWORTH FINANCIAL LP | 10/23/2024 | 500 | $15,040 | 0.00% | 0.01% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 11/14/2024 | 362 | $10,889 | 100.00% | 0.00% |
| FEDERATION DES CAISSES DESJARDINS DU QUEBEC | 11/13/2024 | 300 | $9,024 | 0.00% | 0.00% |
| US BANCORP \DE\ | 10/28/2024 | 295 | $8,874 | 100.00% | 0.00% |
| BESSEMER GROUP INC | 11/12/2024 | 229 | $7,000 | 8.53% | 0.00% |
| BEAIRD HARRIS WEALTH MANAGEMENT, LLC | 12/02/2024 | 207 | $6,227 | -72.03% | 0.00% |
| TRUST CO OF VERMONT | 10/16/2024 | 179 | $5,384 | 0.00% | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 11/12/2024 | 150 | $4,512 | 0.00% | 0.00% |
| NATIONAL BANK OF CANADA /FI/ | 11/15/2024 | 115 | $3,459 | 0.00% | 0.00% |
| HARA CAPITAL LLC | 10/31/2024 | 85 | $2,557 | 100.00% | 0.00% |
Morgan Stanley India Investment Fund, Inc.institutional Ownership - FAQ's
During the previous two years, 75 institutional investors and hedge funds held shares of Morgan Stanley India Investment Fund, Inc.. The most heavily invested institutionals were:
Saba Capital Management, L.P.: 675,703
LAZARD ASSET MANAGEMENT LLC: 642,430
Allspring Global Investments Holdings, LLC: 410,140
Karpus Management, Inc.: 312,790
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD: 243,955
Bulldog Investors, LLP: 201,872
39.53% of Morgan Stanley India Investment Fund, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 4.51 M shares in the last 24 months. This purchase volume represents approximately $115.89 M in transactions.