Category: CoatTailing

Top 5 Holdings of Government Pension Fund Global

This post is in continuation of my coat tailing series (see here)

To know what other top investors are buying/holding/selling in India, subscribe to our Investor Wisdom Newsletter

The Government Pension Fund Global is a prominent FII investor in the Indian markets.

Its top 5 investments in India aggregating around Rupees 4,400 Crores as on 30 Sept,2015 as per Stock Exchanges is given below:

Company Name	Symbol	Entity	Date End	# of Shares	%	Value (In Crores)
Hero MotoCorp Limited	HEROMOTOCO	GOVERNMENT PENSION FUND GLOBAL	201509	2201931	1.13	553.57
Ashok Leyland Limited	ASHOKLEY	GOVERNMENT PENSION FUND GLOBAL	201509	65658344	2.31	564.66
Tech Mahindra Limited	TECHM	GOVERNMENT PENSION FUND GLOBAL	201509	15102848	1.57	812.53
Bajaj Auto Limited	BAJAJ-AUTO	GOVERNMENT PENSION FUND GLOBAL	201509	4425831	1.53	1062.20
Axis Bank Limited	AXISBANK	GOVERNMENT PENSION FUND GLOBAL	201509	33116360	1.39	1430.63

This post is in continuation of my coat tailing series (see here)

To know what other top investors are buying/holding/selling in India, subscribe to our Investor Wisdom Newsletter

The Government of Singapore is one of the largest FII investors in India.

Its top 5 investments in India aggregating around Rupees 18000 Crores as on 30 Sept,2015 as per Stock Exchanges is given below:

Company Name	Symbol	Entity	Date End	# of Shares	%	Value (In Crores)
Larsen & Toubro Limited	LT	Government of Singapore	201509	13535382	1.45	2044.25
HDFC Bank Limited	HDFCBANK	Government of Singapore	201509	29276921	1.16	3245.35
Sun Pharmaceuticals Industries Limited	SUNPHARMA	GOVERNMENT OF SINGAPORE	201509	38021302	1.58	3363.36
Housing Development Finance Corporation Limited	HDFC	GOVERNMENT OF SINGAPORE	201509	28268686	1.79	3782.07
Infosys Limited	INFY	GOVERNMENT OF SINGAPORE	201509	49990219	2.18	5748.38

This post is in continuation of my coat tailing series (see here)

To know what other top investors are buying/holding/selling in India, subscribe to our Investor Wisdom Newsletter

Amansa Capital run by Akash Prakash is a well known fund management company with significant investments in India.

Its top 5 investments in India aggregating around Rupees 1750 Crores as on 30 Sept,2015 as per Stock Exchanges is given below:

Company	Symbol	Entity	Date End	# of Shares	%	Value (In Crores)
Mahindra & Mahindra Financial Services Limited	M&MFIN	AMANSA HOLDINGS PRIVATE LIMITED	201509	11704054	2.06	284.41
The Federal Bank Limited	FEDERALBNK	AMANSA HOLDINGS PRIVATE LIMITED	201509	56463346	3.29	320.15
SRF Limited	SRF	Amansa Holdings Pvt. Ltd.	201509	2950882	5.14	371.81
Ashok Leyland Limited	ASHOKLEY	AMANSA HOLDINGS PRIVATE LIMITED	201509	40000033	1.41	385.60
Cholamandalam Investment and Finance Company Limited	CHOLAFIN	AMANSA HOLDING PRIVATE LIMITED	201509	6144336	4.27	387.71

This post is in continuation of my coat tailing series (see here)

To know what other top investors are buying/holding/selling in India, subscribe to our Investor Wisdom Newsletter

Wasatch is a well known FII investor in India.

Its investments in India aggregating around Rupees 600 Crores as on 30 Sept,2015 as per Stock Exchanges is given below:

Company Name	Symol	Entity	Date End	# of Shares	%	Value (In Crores)
City Union Bank Limited	CUB	WASATCH CORE GROWTH FUND	201509	6656038	1.11	59.17
Jubilant Foodworks Limited	JUBLFOOD	WASATCH SMALL CAP GROWTH FUND	201509	1491986	2.27	226.63
Marksans Pharma Limited	MARKSANS	WASATCH EMERGING MARKETS SMALL CAP FUND	201509	9906602	2.42	100.7
Natco Pharma Limited	NATCOPHARM	WASATCH EMERGING MARKETS SMALL CAP FUND	201509	349737	1	89.8
Persistent Systems Limited	PERSISTENT	WASATCH EMERGING MARKETS SMALL CAP FUND	201509	819689	1.02	54.43
Repco Home Finance Limited	REPCOHOME	WASATCH EMERGING MARKETS SMALL CAP FUND	201509	915120	1.47	62.87

(Hat Tip: Ramarao Venkatesh)

One of the most famous investors in the world has starting buying into India .

At the end of the third quarter (i.e. 30 Sept,2015), his legendary fund had assets under management of $100.2 Billion

In the third quarter, he bought 601,246 shares of iShares MSCI India ETF, a 0.4% portfolio weight. The position is now valued at $16.35 Million

He also purchased 470,200 shares of Infosys Ltd., a 0.21% portfolio weight. The share price averaged $17.The position is now valued $ 7.57 Million

The investor?Howard Marks of Oaktree Capital