INDIA FD INC IFN
COM · Closed-End Fund · CUSIP 454089103
80
institutional holders
+14 vs Q1 2024
5.2m
shares reported held*
$93.2mreported value*
26 new
24 added
10 reduced
13 sold out
net sold ≈ $23.6m (-1.3m shares)
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $17.87. Options: 1 managers hold calls ($0 notional), 1 hold puts ($0).
Trends to Q2 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 52 |
| Q4 2022 | 51 |
| Q1 2023 | 62 |
| Q2 2023 | 62 |
| Q3 2023 | 65 |
| Q4 2023 | 69 |
| Q1 2024 | 66 |
| Q2 2024 | 80 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Bought or addedCut or sold out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 15 | 20 |
| Q1 2023 | 35 | 14 |
| Q2 2023 | 31 | 17 |
| Q3 2023 | 32 | 13 |
| Q4 2023 | 25 | 18 |
| Q1 2024 | 38 | 17 |
| Q2 2024 | 50 | 23 |
Biggest buyers
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | New | +571.1k |
| RAYMOND JAMES & ASSOCIATES | Added | +219.0k |
| ABSOLUTE INVESTMENT ADVISERS, LLC | New | +98.2k |
| Atria Wealth Solutions, Inc. | Added | +76.4k |
| Quarry LP | New | +69.3k |
| Sea Otter Advisors LLC | New | +66.0k |
| Yakira Capital Management, Inc. | New | +55.2k |
| Walleye Capital LLC | New | +50.9k |
| Focus Partners Wealth | Added | +48.3k |
| WOLVERINE ASSET MANAGEMENT LLC | New | +47.3k |
Biggest sellers
| MORGAN STANLEY | Reduced | -2.6m |
| BECK CAPITAL MANAGEMENT, LLC | Sold out | -183.4k |
| Janney Montgomery Scott LLC | Sold out | -130.0k |
| PFG Investments, LLC | Sold out | -82.8k |
| OPPENHEIMER & CO INC | Sold out | -41.7k |
| American Institute for Advanced Investment Management, LLP | Reduced | -25.4k |
| Keystone Financial Group | Sold out | -16.7k |
| OSAIC HOLDINGS, INC. | Reduced | -15.1k |
| NWAM LLC | Sold out | -12.6k |
| JTC Employer Solutions Trustee Ltd | Sold out | -3.8k |
Biggest calls
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Insider purchases and sales in Q2 2024
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
None reported in Q2 2024.
Holders, Q2 2024
| Manager | Shares | Change |
|---|---|---|
| MORGAN STANLEY 0.00% of their portfolio | 1.5m $26.7m | Reduced -2.6m |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.86% of their portfolio | 571.1k $10.2m | New |
| Atria Wealth Solutions, Inc. 0.07% of their portfolio | 368.3k $6.6m | Added +76.4k |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 349.1k $6.2m | Added +219.0k |
| STRS OHIO 0.02% of their portfolio | 240.0k $4.3m | Unchanged |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 232.1k $4.1m | Added +32.4k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 231.0k $4.1m | Added +36.8k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 133.5k $2.4m | Added +11.1k |
| LPL Financial LLC 0.00% of their portfolio | 117.8k $2.1m | Added +22.7k |
| ABSOLUTE INVESTMENT ADVISERS, LLC 0.26% of their portfolio | 98.2k $1.8m | New |
| Consolidated Portfolio Review Corp 0.40% of their portfolio | 95.2k $1.7m | Added +13.4k |
| Focus Partners Wealth 0.01% of their portfolio | 94.8k $1.7m | Added +48.3k |
| Quarry LP 0.26% of their portfolio | 69.3k $1.2m | New |
| Sea Otter Advisors LLC 9.88% of their portfolio | 66.0k $1.2m | New |
| UBS Group AG 0.00% of their portfolio | 58.8k $1.1m | Added +32.9k |
| Creative Planning 0.00% of their portfolio | 55.5k $991.3k | Unchanged |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 55.3k $988.0k | Added +8.4k |
| Yakira Capital Management, Inc. 0.39% of their portfolio | 55.2k $985.9k | New |
| Walleye Capital LLC 0.01% of their portfolio | 50.9k $909.0k | New |
| WOLVERINE ASSET MANAGEMENT LLC 0.02% of their portfolio | 47.3k $845.6k | New |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 44.3k $790.9k | Added +7.0k |
| Logan Stone Capital, LLC 0.20% of their portfolio | 43.9k $783.9k | New |
| Koshinski Asset Management, Inc. 0.07% of their portfolio | 39.2k $705.6k | Added +6.8k |
| CIBC WORLD MARKET INC. 0.00% of their portfolio | 32.3k $577.0k | Reduced -166 |
| SIT INVESTMENT ASSOCIATES INC 0.01% of their portfolio | 32.0k $572.0k | New |
| SCHNIEDERS CAPITAL MANAGEMENT LLC 0.10% of their portfolio | 28.7k $513.2k | Added +1.8k |
| Steward Partners Investment Advisory, LLC 0.01% of their portfolio | 28.2k $504.3k | Added +28.0k |
| Robertson Stephens Wealth Management, LLC 0.02% of their portfolio | 26.1k $475.8k | Added +11.8k |
| Norris Financial Group, LLC 0.24% of their portfolio | 25.4k $454.1k | Added +1.5k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 25.0k $446.5k | New |
| RAYMOND JAMES TRUST N.A. 0.01% of their portfolio | 22.9k $409.2k | Not comparable |
| SEARLE & CO. 0.09% of their portfolio | 21.6k $386.0k | New |
| Cetera Investment Advisers 0.00% of their portfolio | 20.9k $373.6k | Added +617 |
| NOMURA HOLDINGS INC 0.00% of their portfolio | 20.8k $371.5k | New |
| Csenge Advisory Group 0.02% of their portfolio | 20.3k $361.9k | New |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 18.9k $338.0k | New |
| AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio | 18.9k $337.4k | Reduced -805 |
| Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio | 18.1k $323.4k | Added +1.3k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 16.8k $300.1k | Reduced -15.1k |
| Shaker Financial Services, LLC 0.12% of their portfolio | 16.5k $295.1k | New |
| Sculptor Capital LP 0.01% of their portfolio | 16.5k $294.3k | New |
| American Institute for Advanced Investment Management, LLP 0.23% of their portfolio | 16.5k $294.1k | Reduced -25.4k |
| Virtu Financial LLC 0.02% of their portfolio | 16.4k $294.0k | New |
| Western Wealth Management, LLC 0.02% of their portfolio | 15.7k $279.7k | Reduced -150 |
| JOURNEY STRATEGIC WEALTH LLC 0.01% of their portfolio | 15.0k $267.9k | New |
| Beacon Pointe Advisors, LLC 0.00% of their portfolio | 14.8k $263.9k | New |
| Cassaday & Co Wealth Management LLC 0.01% of their portfolio | 14.6k $261.4k | New |
| Roundview Capital LLC 0.02% of their portfolio | 14.4k $258.0k | New |
| Composition Wealth, LLC 0.01% of their portfolio | 14.4k $257.7k | Added +3.0k |
| Rathbones Group PLC 0.00% of their portfolio | 12.2k $218.0k | Added +2.2k |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 0.00% of their portfolio | 12.0k $218.8k | New |
| NewEdge Advisors, LLC 0.00% of their portfolio | 11.7k $209.0k | Reduced -249 |
| BARCLAYS PLC 0.00% of their portfolio | 6.8k $135.2k | Added +154 |
| Missouri Trust & Investment Co 0.03% of their portfolio | 4.7k $83.9k | Unchanged |
| Planning Capital Management Corp 0.04% of their portfolio | 3.4k $61.6k | Unchanged |
| Parallel Advisors, LLC 0.00% of their portfolio | 3.4k $61.1k | Added +2.9k |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.00% of their portfolio | 2.1k $37.4k | New |
| NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio | 2.0k $35.6k | Unchanged |
| Cullen/Frost Bankers, Inc. 0.00% of their portfolio | 1.8k $32.1k | Unchanged |
| Global Retirement Partners, LLC 0.00% of their portfolio | 1.6k $27.7k | Added +456 |
| Clearstead Advisors, LLC 0.00% of their portfolio | 1.5k $26.6k | New |
| Ancora Advisors LLC 0.00% of their portfolio | 1.1k $19.6k | Unchanged |
| PRIVATE TRUST CO NA 0.00% of their portfolio | 1.1k $19.4k | Reduced -500 |
| THOMPSON INVESTMENT MANAGEMENT, INC. 0.00% of their portfolio | 1.1k $19.3k | Unchanged |
| OLIVER LAGORE VANVALIN INVESTMENT GROUP 0.01% of their portfolio | 1.0k $17.9k | Unchanged |
| LANARK FINANCIAL, INC. 0.00% of their portfolio | 985 $17.0k | New |
| Federation des caisses Desjardins du Quebec 0.00% of their portfolio | 832 $14.9k | Unchanged |
| JDM Financial Group LLC 0.01% of their portfolio | 646 $11.5k | Unchanged |
| Spire Wealth Management 0.00% of their portfolio | 500 $8.9k | Unchanged |
| US BANCORP \DE\ 0.00% of their portfolio | 329 $5.9k | Added +7 |
| Cape Investment Advisory, Inc. 0.00% of their portfolio | 205 $3.7k | Unchanged |
| North Star Investment Management Corp. 0.00% of their portfolio | 201 $3.6k | Unchanged |
| FWL INVESTMENT MANAGEMENT, LLC 0.00% of their portfolio | 135 $2.4k | New |
| PRINCIPAL SECURITIES, INC. 0.00% of their portfolio | 110 $2.0k | Unchanged |
| Investors Research Corp 0.00% of their portfolio | 110 $2.0k | Unchanged |
| COMERICA BANK 0.00% of their portfolio | 48 $857 | Unchanged |
| Farther Finance Advisors, LLC 0.00% of their portfolio | 18 $321 | Unchanged |
| CALDWELL SUTTER CAPITAL, INC. 0.00% of their portfolio | 10 $179 | Reduced -300 |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 9 $161 | Reduced -6 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio | 0 $0 | Unchanged |