Calamos Advisors LLC IIF — MORGAN STANLEY INDIA INVT FD

Ownership history in Calamos Advisors LLC  ·  7 quarters on record

AI Ownership Summary

Calamos Advisors LLC reported MORGAN STANLEY INDIA INVT FD (IIF) in 7 quarterly 13F filings from 2024 Q1 through 2026 Q1. The latest visible filing shows IIF at 0.00% 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.

What this IIF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Calamos Advisors LLC's position in MORGAN STANLEY INDIA INVT FD, 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
2026 Q1

IIF was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q3

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

Time in book
Holding Window
2024 Q1 to 2026 Q1

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.

IIF stock page Calamos Advisors LLC fund profile Calamos Advisors LLC full holdings
How Calamos Advisors LLC 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 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 16,208 +1,930 +13.5% 0.00% $334K 2026-05-04 $21.85
2025 Q4 ADDED — — — 14,278 +3,474 +32.2% 0.00% $357K 2026-01-29 $23.21
2025 Q3 ADDED — — — 10,804 +1,930 +21.7% 0.00% $285K 2025-10-20 $25.40
2025 Q2 REDUCED 34.5% -6.2% ✅ 8,874 -4,683 -34.5% 0.00% $251K 2025-08-08 $24.74
2024 Q3 REDUCED — — — 13,557 -321 -2.3% 0.00% $408K 2024-11-07 $23.79
2024 Q2 ADDED — — — 13,878 +4,402 +46.5% 0.00% $371K 2024-07-25 $22.61
2024 Q1 INITIATED — — — 9,476 — — 0.00% $217K 2024-05-08 $19.84

🏢 Other funds also holding IIF

As of 2026 Q1 — sorted by position size

Altium Capital Management LLC 3Y 3.87% GP Brinson Investments LLC 3Y 0.17% Samalin Investment Counsel, LLC 3Y 0.1% GOULD ASSET MANAGEMENT LLC /CA/ 3Y 7Y 0.05% BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 3Y 7Y 0.04% Maridea Wealth Management LLC 0.03% NORTH STAR ASSET MANAGEMENT INC 3Y 7Y 0.01% STRS OHIO 3Y 7Y 0.0% Vanguard National Trust Co 0.0% Allspring Global Investments Holdings, LLC 3Y 0.0%

FAQ About Calamos Advisors LLC and IIF

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

How long has Calamos Advisors LLC reported owning IIF?

Calamos Advisors LLC reported IIF across 7 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported IIF position in Calamos Advisors LLC's portfolio?

The largest reported portfolio weight for IIF was 0.00% in 2024 Q3.

What is the latest reported IIF position on this page?

The most recent filing on this page is 2026 Q1, when Calamos Advisors LLC reported 16,208 shares, equal to 0.00% of portfolio, with an estimated market value of $334K.

What does the chart on this IIF ownership page compare?

The chart compares Calamos Advisors LLC'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 Calamos Advisors LLC time their IIF position?

Based on 13F filing dates vs. subsequent IIF price moves, Calamos Advisors LLC correctly timed 2 out of 6 reported position changes (33%). The annualised alpha on IIF relative to SPY over the holding period was -16.2%.

← Back to Calamos Advisors LLC Holdings