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CoatTailing

Portfolio of Oppenheimer in India

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

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Oppenheimer is a leading FII with significant investments in the Indian equity markets.

Their significant portfolio holdings as on 31 December,2014 as per stock exchanges is as given below:

Company Symbol Entity Date End # of Shares % Value (In Crores)
Ambuja Cements Limited AMBUJACEM OPPENHEIMER DEVELOPING MARKETS FUND 201412 44125515 2.85 1098.73
Apollo Hospitals Enterprise Limited APOLLOHOSP Oppenheimer Developing Markets Fund 201412 11678894 8.39 1450.17
Bayer Cropscience Limited BAYERCROP Oppenheimer International Small Co Fund 201409 486158 1.33 167.72
Cipla Limited CIPLA Oppenheimer Developing Markets Fund 201412 22160864 2.76 1451.09
Colgate Palmolive (India) Limited COLPAL Oppenheimer Developing Markets Fund 201412 4612193 3.39 886.83
Cyient Limited CYIENT Oppenheimer International Small co fund 201412 4447719 3.97 249.72
DLF Limited DLF Oppenheimer Global Fund 201412 43566942 2.44 674.25
Dr. Reddy’s Laboratories Limited DRREDDY Oppenheimer Developing Markets Fund 201412 5876976 3.45 1975.4
Glenmark Pharmaceuticals Limited GLENMARK Oppenheimer Developing Markets Fund 201412 5588205 2.06 415.99
Housing Development Finance Corporation Limited HDFC OPPENHEIMER DEVELOPING MARKETS FUND 201412 67579898 4.3 8647.86
Indraprastha Gas Limited IGL OPPENHEIMER INTERNATIONAL SMALL COMPANY FUND 201412 1869377 1.34 88.72
Infosys Limited INFY OPPENHEIMER DEVELOPING MARKETS FUND 201412 32108786 2.8 7052.53
Kaveri Seed Company Limited KSCL OPPENHEIMER INTERNATIONAL SMALL COMPANY FUND 201412 1304868 1.89 100.29
Marico Limited MARICO OPPENHEIMER DEVELOPING MARKETS FUND 201412 21908953 3.4 792.99
PI Industries Limited PIIND Oppenheimer International Small Company fund 201412 2322724 1.7 117.44
Shriram Transport Finance Company Limited SRTRANSFIN OPPENHEIMER DEVELOPING MARKETS FUND 201409 2695586 1.19 302.67
UltraTech Cement Limited ULTRACEMCO Oppenheimer Developing Markets Fund 201412 3881542 1.41 1211.99
Zee Entertainment Enterprises Limited ZEEL Oppenheimer Devloping Marketing Fund 201412 77646121 8.08 3024.32
Zee Entertainment Enterprises Limited ZEEL Oppenheimer Global Fund 201412 12754350 1.33 496.78
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The Wonder Years

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Linkfest: Februrary 16,2015

Some stuff that I am reading today morning:

M&M,SBI and Coal India face heat on speculative leaks (ET)

Higher FSI for Mumbai (FE)

Best Term Insurance Plans for 2015 (BasuNivesh)

You’re smart but you can’t forecast (Bloomberg)

Lessons for the wealthy (CommonSense)

BNP Paribas Research: Bharti Infratel (DeadPresident)

Overnight Momentum Vs Intraday Momentum (Alpha Architect)

Ray Dalio talks up risk of ruin (Forbes)

Is marriage the best wealth creation tool of all? (CNBC)

A most brutal slap for Shekhar Gupta & NDTV (MediaCrooks)

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Links

Weekend Mega Linkfest: 13 February,2015

Some off beat reads for the weekend:

Booze,sex and the dark art of dealmaking in China (ChinaFile)

How Naresh Trehan became India’s most powerful doctor-businessman (Caravan)

Here is a $9 Trillion question (Bloomberg)

Why are Japan’s oldest businesses failing? (Atlantic)

11 real Valentine’s Day Horror Stories (NYMag)

How to defeat Putin in Ukraine (Slate)

Global illiteracy and its ghettos (Medium)

What we know about the earliest history of chocolate (Smithsonian)

The Fixer from Bharno,Jharkhand (Granta)

Leaked:Arvind Kejriwal’s Gmail Inbox (Unreal Times)

Travelogue:Pleasures of West Bengal (TeamBHP)

Movie Review:Shamitabh (Vigil Idiot)

How a 23 year old makes 500,000 $ a year tweeting random facts (BI)

A gay wedding in Mumbai (BuzzFeed)

Shazia Ilmi:Shekhar Gupta is a wheeler dealer (NDTV)

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Rajiv Bajaj’s Valentine Day Message-Think through your heart

Hat Tip:Vetri