Okay, toh sabse pehle baat karte hain US ke bade fund, Washington State Investment Board ki. Ye log ab Mahanagar Gas mein enter kar gaye hain. Unhone lagbhag ₹58.7 crore lagaye hain aur 0.62% equity kharid li hai. Yeh sab March 27 ko hua jab Mahanagar Gas ka share price ₹940.3 ke aas paas tha aur thoda upar ja raha tha.
Ab dekho Motilal Oswal Mutual Fund ka drama! Pehle toh unhone Apollo Micro Systems, jo defense sector ki company hai, usme ₹34.17 crore invest kar ke 0.5% stake le li. Aur pata hai kya? Yeh tab kiya jab Apollo Micro Systems ka stock 4.14% gir raha tha! Thoda hatke move hai, sahi hai? Par isi din, isi fund ne Cyient DLM mein apna 0.68% stake ₹15.1 crore mein bech diya. Lagta hai wahan se exit karna better samjha, kyunki uska stock bhi gir raha tha.
Aur bhi updates hain! Real estate mein, HDFC Capital ne Arvind SmartSpaces mein 1% stake ₹23.39 crore mein bechi, jise developer ke ESOP trust ne buy kar liya. Spark Financial Holdings ne Cube Highways Trust ke 1.8 million units ₹26.28 crore mein kharide.
Sabse last, bade banks aur institutions ke beech bhi kaafi 'inter-dealer' trades hue. Jaise, BNP Paribas ne Societe Generale se Bajaj Finance aur Mahindra & Mahindra kharida. Dusri taraf, Societe Generale ne Bharti Airtel ka bada stake BNP Paribas ko becha. Yeh dono banks Hindalco aur InterGlobe Aviation mein bhi badi deals kar rahe the. Full on portfolio rebalancing chal raha hai!