Bulldog Investors, LLP IIF MORGAN STANLEY INDIA INVEST

Ownership history in Bulldog Investors, LLP  ·  11 quarters on record

AI Ownership Summary

Bulldog Investors, LLP reported MORGAN STANLEY INDIA INVEST (IIF) in 11 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 2.13% in 2025 Q2. The latest visible filing shows IIF at 0.80% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IIF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Bulldog Investors, LLP's position in MORGAN STANLEY INDIA INVEST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

IIF was reported at 0.80% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.13% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Bulldog Investors, LLP held IIF — position size vs. price
% of Fund (quarterly)    IIF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 37.2% -17.6% 144,096 -85,441 -37.2% 0.80% $3.6M 2026-02-13 $24.22
2025 Q3 REDUCED 22.9% +2.2% 229,537 -68,352 -22.9% 1.40% $6.0M 2025-11-14 $24.87
2025 Q2 ADDED 297,889 +12,060 +4.2% 2.13% $8.4M 2025-08-14 $24.82
2025 Q1 REDUCED 285,829 -1,815 -0.6% 1.89% $7.0M 2025-05-15 $24.88
2024 Q4 ADDED 287,644 +85,772 +42.5% 1.91% $7.3M 2025-02-14 $21.94
2024 Q3 ADDED 201,872 +123,553 +157.8% 2.04% $6.1M 2024-11-14 $22.99
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Bulldog Investors, LLP and IIF

These are the practical questions this page is built to answer before you even open the full history table.

How long has Bulldog Investors, LLP reported owning IIF?

Bulldog Investors, LLP reported IIF across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported IIF position in Bulldog Investors, LLP's portfolio?

The largest reported portfolio weight for IIF was 2.13% in 2025 Q2.

What is the latest reported IIF position on this page?

The most recent filing on this page is 2025 Q4, when Bulldog Investors, LLP reported 144,096 shares, equal to 0.80% of portfolio, with an estimated market value of $3.6M.

What does the chart on this IIF ownership page compare?

The chart compares Bulldog Investors, LLP's quarterly IIF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Bulldog Investors, LLP time their IIF position?

Based on 13F filing dates vs. subsequent IIF price moves, Bulldog Investors, LLP correctly timed 6 out of 9 reported position changes (67%). The annualised alpha on IIF relative to SPY over the holding period was -11.9%.

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