Portfolio of Big Investors

We all, usually, get interested in stocks  in which big investors like Rakesh Jhunjhunwala are putting their money. Some people follows their move blindly, whereas some people prefer to carry out their own analysis on those stocks and make a choice.

To all such investors, this excel file “Portfolio of Big Investors Chg” would be useful.

Following are the few quick things that came in my mind, while going through their portfolios.

1.      Rakesh Jhunjhunwala reduced stake in A2Z Maintenance from 17% to 10% to just 4% (from Sep-13 to Jun-14).

2.       International Finance Corporation (IFCI) has picked over 7% in Religare Enterprises in Jun-14 quarter.

3.       Vijay Kishanlal Kedia, a well known equity investor, has reduced his stake in Atul Auto from 19% to just 12% (over time period of 9 months).

4.       Anil Kumar Goel, is buying Auto Ancillary stocks like L.G. Balakrishnan, Munjal showa.

5.       GMO’s new picks are Ashoka Buildcon, Century Plyboards, J Kumar Infra, Jindal Saw and unitech. (GMO run by the legendary Jeremy Grantham is a global investment management firm managing around $112 Billion in client assets.)

6.      HDFC Standard Life Insurance has picked more than 1% stake in Kemrock, Oracle Fin services, Orient Cement, Syndicate Bank and BPCL.(HDFC Standard Life Insurance  is one of the largest Life Insurance Companies in India.)