Learn from the big investors in the market through the Big Whales Report, a quarterly publication by Capitalmind.
A Big Whale is an Individual Investor with substantial holdings in Indian companies. The Individual may own shares in the name of his firm and/ or relatives etc. We consolidate their holdings under each of these different accounts (except companies where they hold shares as Promoter Group).
The report provides you a short background of the Investor, the sectoral holdings, changes in the investment activity and the detailed holding in each stock for the period ending June, 2016.
We have identified 19 such Individuals who have made their name from the Indian Capital Markets would including the Big Bull Badshah Rakesh Jhunjhunwala, and India’s largest philanthropist Azim Hasham Premji who holds a significant stakes through Premji Invest and has also invested in the start-up world.
While our previous 4 reports have only included the 19 Individual Investors who were classified as Big Whales, we went ahead and added a couple of others. The newly added investors are not individuals but 12 Investment Firms, Private Equity Firms among others.
If you are a Capital Mind Premium member, you will receive the Big Whales report by email. If not, you can download the report here.
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Trial and Non premium users can buy this report at a discounted value of Rs. 999/- only. (click here to buy the report).
These shareholding patterns are about six weeks old and things do change over time. But since the Big Whales have such large positions, the very fact that they are adding or removing stocks from their portfolios can give you an indication of what they favor or do not. Typically such individuals have enough wealth to not need to exit stocks for liquidity – it’s usually their need to exit a stock or sector that drives sales. A similar argument can be made for entries as well.
This quarter we see a small change in profile as large investors seem to have pared their bets. The exit of large individual investors could be seen as a sign that there isn’t that much value left in the market, and even as markets reach new highs, these investors aren’t likely to be the ones buying.
Disclosure: We may have advised some of the stocks as part of our premium portfolio’s and have market positions in them. Please assume we are biased.
Nothing in this newsletter is financial advice and should not be construed as such. Please do not take trading decisions based solely on the matter above; if you do, it is entirely at your own risk without any liability to Capital Mind. This is educational or informational matter only, and is provided as an opinion.