Vault-13

INDIA FD INC IFN

COM · Closed-End Fund · CUSIP 454089103

100 institutional holders +8 vs Q3 2024
6,135,8936.1m shares reported held*
$96.7mreported value*
18 new 24 added 23 reduced 13 sold out net sold ≈ $1.0m (-104.8k 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 ≈ $15.76. Options: 1 managers hold calls ($0 notional), 1 hold puts ($0).

Trends to Q4 2024

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 52Q4 22: 51Q1 23: 62Q2 23: 62Q3 23: 65Q4 23: 69Q1 24: 66Q2 24: 80Q3 24: 92Q4 24: 100100Q3 22Q1 23Q3 23Q1 24Q3 24Q4 24
Numbers
QuarterHolders
Q3 202252
Q4 202251
Q1 202362
Q2 202362
Q3 202365
Q4 202369
Q1 202466
Q2 202480
Q3 202492
Q4 2024100

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q1 23: 35 bought or addedQ1 23: 14 cut or sold outQ2 23: 31 bought or addedQ2 23: 17 cut or sold outQ2 23Q3 23: 32 bought or addedQ3 23: 13 cut or sold outQ4 23: 25 bought or addedQ4 23: 18 cut or sold outQ4 23Q1 24: 38 bought or addedQ1 24: 17 cut or sold outQ2 24: 50 bought or addedQ2 24: 23 cut or sold outQ2 24Q3 24: 56 bought or addedQ3 24: 24 cut or sold outQ4 24: 42 bought or addedQ4 24: 36 cut or sold outQ4 24
Numbers
QuarterBought or addedCut or sold out
Q1 20233514
Q2 20233117
Q3 20233213
Q4 20232518
Q1 20243817
Q2 20245023
Q3 20245624
Q4 20244236

Biggest buyers

Janney Montgomery Scott LLC New +172,855+172.9k
RIVERNORTH CAPITAL MANAGEMENT, LLC Added +148,936+148.9k
UBS Group AG Added +111,965+112.0k
WOLVERINE ASSET MANAGEMENT LLC Added +71,390+71.4k
Almitas Capital LLC New +51,700+51.7k
JANE STREET GROUP, LLC New +42,375+42.4k
Focus Partners Wealth Added +41,179+41.2k
TRANSCEND CAPITAL ADVISORS, LLC Added +30,000+30.0k
Quantedge Capital Pte Ltd New +28,100+28.1k
Pettinga Financial Advisors LLC New +26,530+26.5k

Biggest sellers

LANDSCAPE CAPITAL MANAGEMENT, L.L.C. Reduced -427,339-427.3k
MORGAN STANLEY Reduced -265,396-265.4k
Creative Planning Sold out -55,516-55.5k
ABSOLUTE INVESTMENT ADVISERS, LLC Reduced -47,145-47.1k
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO Sold out -45,908-45.9k
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC Sold out -40,811-40.8k
STIFEL FINANCIAL CORP Reduced -21,562-21.6k
Shaker Financial Services, LLC Sold out -16,500-16.5k
Norris Financial Group, LLC Reduced -16,029-16.0k
Logan Stone Capital, LLC Reduced -15,991-16.0k

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 Q4 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.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
101Q1 23: 0 buyingQ1 23: 0 sellingQ2 23: 0 buyingQ2 23: 0 sellingQ2 23Q3 23: 0 buyingQ3 23: 0 sellingQ4 23: 0 buyingQ4 23: 0 sellingQ4 23Q1 24: 0 buyingQ1 24: 0 sellingQ2 24: 0 buyingQ2 24: 0 sellingQ2 24Q3 24: 1 buyingQ3 24: 0 sellingQ4 24: 0 buyingQ4 24: 0 sellingQ4 24
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q1 20230—0——
Q2 20230—0——
Q3 20230—0——
Q4 20230—0——
Q1 20240—0——
Q2 20240—0——
Q3 20241$18.0k0——
Q4 20240—0——

None reported in Q4 2024.

Holders, Q4 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,312,3511.3m $20.7m $20.7m 0.00% Reduced -265.4k -265,396
2 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 475,162475.2k $7.5m $7.5m 0.00% First filing
3 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 434,258434.3k $6.8m $6.8m 0.01% Added +10.6k +10,587
4 RIVERNORTH CAPITAL MANAGEMENT, LLC 0.25% of their portfolio WEST PALM BEACH, FL 335,074335.1k $5.3m $5.3m 0.25% Added +148.9k +148,936
5 UBS Group AG 0.00% of their portfolio ZURICH, V8 304,456304.5k $4.8m $4.8m 0.00% Added +112.0k +111,965
6 LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.48% of their portfolio Englewood, NJ 288,406288.4k $4.5m $4.5m 0.48% Reduced -427.3k -427,339
7 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 281,648281.6k $4.4m $4.4m 0.00% Added +26.1k +26,081
8 Penserra Capital Management LLC 0.08% of their portfolio ORINDA, CA 270,250270.2k $4.3m $4.3m 0.08% Added +18.2k +18,191
9 STRS OHIO 0.01% of their portfolio COLUMBUS, OH 240,000240.0k $3.8m $3.8m 0.01% Unchanged
10 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 172,855172.9k $2.7m $2.7m 0.01% New
11 TRANSCEND CAPITAL ADVISORS, LLC 0.17% of their portfolio MADISON, NJ 146,764146.8k $2.3m $2.3m 0.17% Added +30.0k +30,000
12 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 124,925124.9k $2.0m $2.0m 0.00% Added +6.3k +6,333
13 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 117,440117.4k $1.8m $1.8m 0.00% Reduced -5.9k -5,887
14 LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 111,479111.5k $1.8m $1.8m 0.00% Reduced -1.7k -1,702
15 WOLVERINE ASSET MANAGEMENT LLC 0.03% of their portfolio CHICAGO, IL 109,284109.3k $1.7m $1.7m 0.03% Added +71.4k +71,390
16 Consolidated Portfolio Review Corp 0.26% of their portfolio WOODBURY, NY 105,981106.0k $1.7m $1.7m 0.26% Added +619 +619
17 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 88,29488.3k $1.4m $1.4m 0.00% Added +41.2k +41,179
18 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 84,40984.4k $1.3m $1.3m 0.00% Added +24.9k +24,929
19 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 70,18270.2k $1.1m $1.1m 0.00% Added +2.5k +2,491
20 EP Wealth Advisors, LLC 0.01% of their portfolio TORRANCE, CA 63,95164.0k $1.0m $1.0m 0.01% Reduced -2.5k -2,500
21 Almitas Capital LLC 0.18% of their portfolio SANTA MONICA, CA 51,70051.7k $814.3k $814.3k 0.18% New
22 ABSOLUTE INVESTMENT ADVISERS, LLC 0.10% of their portfolio ROSEMARY BEACH, FL 48,91548.9k $770.4k $770.4k 0.10% Reduced -47.1k -47,145
23 Concurrent Investment Advisors, LLC 0.02% of their portfolio Tampa, FL 46,13346.1k $726.6k $726.6k 0.02% Reduced -167 -167
24 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 42,37542.4k $667.4k $667.4k 0.00% New
25 Calamos Advisors LLC 0.00% of their portfolio NAPERVILLE, IL 37,19137.2k $585.8k $585.8k 0.00% Added +17.8k +17,816
26 CIBC WORLD MARKET INC. 0.00% of their portfolio TORONTO, A6 34,70434.7k $547.0k $547.0k 0.00% Added +2.0k +1,952
27 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 33,48733.5k $527.4k $527.4k 0.00% Reduced -21.6k -21,562
28 SCHNIEDERS CAPITAL MANAGEMENT LLC 0.10% of their portfolio PASADENA, CA 32,03432.0k $504.5k $504.5k 0.10% Added +1.3k +1,300
29 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 30,92530.9k $487.1k $487.1k 0.00% Added +2.5k +2,474
30 KDT Advisors, LLC 0.69% of their portfolio PRINCETON, NJ 30,00030.0k $472.5k $472.5k 0.69% First filing
31 Yakira Capital Management, Inc. 0.18% of their portfolio Westport, CT 28,68128.7k $451.7k $451.7k 0.18% Reduced -15.5k -15,519
32 Quantedge Capital Pte Ltd 0.16% of their portfolio Singapore, U0 28,10028.1k $442.6k $442.6k 0.16% New
33 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 27,49927.5k $433.2k $433.2k 0.00% Reduced -3.5k -3,534
34 Pettinga Financial Advisors LLC 0.09% of their portfolio EVANSVILLE, IN 26,53026.5k $417.8k $417.8k 0.09% New
35 Robertson Stephens Wealth Management, LLC 0.02% of their portfolio San Francisco, CA 26,05026.1k $434.5k $434.5k 0.02% Unchanged
36 Quarry LP 0.08% of their portfolio NEW YORK, NY 25,41325.4k $400.3k $400.3k 0.08% Reduced -7.1k -7,147
37 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 25,00025.0k $393.8k $393.8k 0.00% Unchanged
38 Walleye Capital LLC 0.00% of their portfolio NEW YORK, NY 24,87324.9k $391.8k $391.8k 0.00% New
39 Csenge Advisory Group 0.02% of their portfolio CLEARWATER, FL 24,72124.7k $389.4k $389.4k 0.02% Added +5.2k +5,235
40 Logan Stone Capital, LLC 0.12% of their portfolio CHICAGO, IL 22,06422.1k $347.5k $347.5k 0.12% Reduced -16.0k -15,991
41 Beacon Pointe Advisors, LLC 0.00% of their portfolio NEWPORT BEACH, CA 20,41020.4k $321.5k $321.5k 0.00% Added +5.7k +5,733
42 LEVIN CAPITAL STRATEGIES, L.P. 0.03% of their portfolio NEW YORK, NY 20,00020.0k $315.0k $315.0k 0.03% Unchanged
43 1607 Capital Partners, LLC 0.03% of their portfolio Richmond, VA 20,00020.0k $315.0k $315.0k 0.03% New
44 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 18,77218.8k $296.0k $296.0k 0.00% Reduced -468 -468
45 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 17,18417.2k $270.6k $270.6k 0.00% Unchanged
46 Pallas Capital Advisors LLC 0.01% of their portfolio BRAINTREE, MA 17,00017.0k $267.8k $267.8k 0.01% New
47 GWN SECURITIES INC. 0.07% of their portfolio Palm Beach Gardens, FL 15,98316.0k $253.3k $253.3k 0.07% First filing
48 Matisse Capital 0.12% of their portfolio PORTLAND, OR 15,14215.1k $238.5k $238.5k 0.12% New
49 CSS LLC/IL 0.01% of their portfolio CHICAGO, IL 15,08815.1k $237.6k $237.6k 0.01% New
50 INTEGRITY WEALTH ADVISORS, INC. 0.17% of their portfolio Ventura, CA 14,67314.7k $231.1k $231.1k 0.17% First filing
51 Roundview Capital LLC 0.02% of their portfolio PRINCETON, NJ 14,44414.4k $227.5k $227.5k 0.02% Unchanged
52 Keystone Financial Group 0.02% of their portfolio LEXINGTON, KY 13,44713.4k $211.8k $211.8k 0.02% Reduced -1.4k -1,400
53 Western Wealth Management, LLC 0.01% of their portfolio GOLDEN, CO 13,00813.0k $204.9k $204.9k 0.01% Reduced -4.3k -4,252
54 Rathbones Group PLC 0.00% of their portfolio Liverpool, X0 12,39212.4k $195.2k $195.2k 0.00% Added +97 +97
55 LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 0.00% of their portfolio BOSTON, MA 12,00012.0k $187.3k $187.3k 0.00% Unchanged
56 Norris Financial Group, LLC 0.09% of their portfolio GREENVILLE, SC 11,96212.0k $188.4k $188.4k 0.09% Reduced -16.0k -16,029
57 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 11,83311.8k $186.4k $186.4k 0.00% Added +290 +290
58 Waverly Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 11,75311.8k $185.1k $185.1k 0.00% New
59 SEARLE & CO. 0.05% of their portfolio GREENWICH, CT 11,61511.6k $182.9k $182.9k 0.05% Reduced -10.0k -10,000
60 Hudson Portfolio Management LLC 0.17% of their portfolio Garrison, NY 11,22311.2k $176.8k $176.8k 0.17% Reduced -100 -100
61 Elequin Capital, LP 0.02% of their portfolio NEW YORK, NY 9,1029.1k $143.4k $143.4k 0.02% New
62 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 7,1447.1k $130.8k $130.8k 0.00% Added +186 +186
63 Van Hulzen Asset Management, LLC 0.01% of their portfolio EL DORADO HILLS, CA 5,8325.8k $91.9k $91.9k 0.01% New
64 Parallel Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 4,5584.6k $71.8k $71.8k 0.00% Reduced -354 -354
65 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 3,8923.9k $61.3k $61.3k 0.00% Added +3.9k +3,874
66 Wilmington Savings Fund Society, FSB 0.00% of their portfolio WILMINGTON, DE 3,4143.4k $53.8k $53.8k 0.00% Unchanged
67 Noble Wealth Management PBC 0.03% of their portfolio GREENWOOD VILLAGE, CO 3,1003.1k $48.8k $48.8k 0.03% First filing
68 Cullen/Frost Bankers, Inc. 0.00% of their portfolio San Antonio, TX 1,8481.8k $29.1k $29.1k 0.00% Unchanged
69 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 1,6301.6k $25.7k $25.7k 0.00% Unchanged
70 Clearstead Advisors, LLC 0.00% of their portfolio CLEVELAND, OH 1,4871.5k $23.4k $23.4k 0.00% Unchanged
71 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 1,4001.4k $22.1k $22.1k 0.00% Reduced -600 -600
72 PRIVATE TRUST CO NA 0.00% of their portfolio CLEVELAND, OH 1,1121.1k $17.5k $17.5k 0.00% Unchanged
73 Ancora Advisors LLC 0.00% of their portfolio Cleveland, OH 1,1001.1k $17.3k $17.3k 0.00% Unchanged
74 THOMPSON INVESTMENT MANAGEMENT, INC. 0.00% of their portfolio MADISON, WI 1,0801.1k $17.0k $17.0k 0.00% Unchanged
75 OLIVER LAGORE VANVALIN INVESTMENT GROUP 0.00% of their portfolio FLINT, MI 1,0001.0k $15.8k $15.8k 0.00% Unchanged
76 Federation des caisses Desjardins du Quebec 0.00% of their portfolio LEVIS, A8 832832 $13.1k $13.1k 0.00% Unchanged
77 Fortitude Family Office, LLC 0.00% of their portfolio SCOTTSDALE, AZ 738738 $11.6k $11.6k 0.00% Unchanged
78 JDM Financial Group LLC 0.01% of their portfolio AUSTIN, TX 680680 $10.7k $10.7k 0.01% Unchanged
79 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 643643 $10.1k $10.1k 0.00% Added +629 +629
80 Tortoise Investment Management, LLC 0.00% of their portfolio WHITE PLAINS, NY 560560 $8.8k $8.8k 0.00% Unchanged
81 Park Square Financial Group, LLC 0.01% of their portfolio ROSWELL, GA 511511 $8.0k $8.0k 0.01% First filing
82 Spire Wealth Management 0.00% of their portfolio MCLEAN, VA 500500 $7.9k $7.9k 0.00% Unchanged
83 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 463463 $7.3k $7.3k 0.00% New
84 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 314314 $4.9k $4.9k 0.00% New
85 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 290290 $4.6k $4.6k 0.00% Added +245 +245
86 Cape Investment Advisory, Inc. 0.00% of their portfolio MCDONOUGH, GA 205205 $3.2k $3.2k 0.00% Unchanged
87 North Star Investment Management Corp. 0.00% of their portfolio CHICAGO, IL 201201 $3.2k $3.2k 0.00% Unchanged
88 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 138138 $2.2k $2.2k 0.00% New
89 FWL INVESTMENT MANAGEMENT, LLC 0.00% of their portfolio Dallas, TX 115115 $1.8k $1.8k 0.00% Reduced -20 -20
90 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 110110 $1.7k $1.7k 0.00% Unchanged
91 Investors Research Corp 0.00% of their portfolio ATLANTA, GA 110110 $1.7k $1.7k 0.00% Unchanged
92 Murphy & Mullick Capital Management Corp 0.00% of their portfolio SMITHTOWN, NY 110110 $1.7k $1.7k 0.00% First filing
93 Darwin Wealth Management, LLC 0.00% of their portfolio TAMPA, FL 100100 $1.6k $1.6k 0.00% Unchanged
94 COMERICA BANK 0.00% of their portfolio DALLAS, TX 4949 $772 $772 0.00% Reduced -88 -88
95 Caitlin John, LLC 0.00% of their portfolio BRIGHTON, MI 2020 $315 $315 0.00% New
96 CALDWELL SUTTER CAPITAL, INC. 0.00% of their portfolio SAUSALITO, CA 1010 $158 $158 0.00% Unchanged
97 LANARK FINANCIAL, INC. 0.00% of their portfolio BIRMINGHAM, AL 11 $16 $16 0.00% Reduced -1.0k -1,009
98 DANSKE BANK A/S 0.00% of their portfolio COPENHAGEN V, G7 11 $16 $16 0.00% New
99 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 00 $0 $0 0.00% Unchanged
100 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 00 $3 $3 0.00% Unchanged