We are halfway through our analysis of BSE A group companies’ shareholding patterns and have come up with some interesting observations. FII share is going up, while DII share is decreasing

A lot of companies have seen a huge rise in y-o-y and q-o-q FII share and an equally large number of companies have seen a q-o-q and y-o-y fall in DII share. Very few companies have seen y-o-y and q-o-q FII share fall while very few companies have seen DII share rise dramatically.

In some companies, ownership has clearly shifted in the quarter from DII hands to FII - such as ACC, SBI, Adani Enterprises, Allahabad Bank, Andhra Bank, Ashok Leyland, Aurobindo Pharma, Dabur, Divi's Lab, Exide, Godrej Ind, and Indraprastha Gas.

Sharp q-o-q FII rise: Dish TV, Tech Mahindra, Crompton Greaves, ACC, NTPC, ONGC, SBI, Tata Power, Adani Enterprises, Allahabad Bank, Alstom, Andhra Bank, Ashok Leyland, Aurobindo Pharma, BGR Energy, BPCL, Bhushan Steel, Biocon, Cadila, Castrol, Century Textiles, Coromandel Int, Dabur, Divi's Lab, Engineers India, Exide, Godrej Ind, Grasim, GTL Infra, HDIL, Idea, IFCI, IOB, Indraprastha Gas, Indusind Bank.

Sharp q-o-q DII fall: Marico, Patni Computer, JSPL, IRB Infra, United Spirits, ACC, HDFC Bank, SBI, ABB (buyback), Adani Enterprises, Adani Power, Allahabad Bank, Andhra Bank, Ashok Leyland, Asian Paints, Aurobindo Pharma, Axis Bank, Bajaj Auto, CONCOR, DB Realty, Dabur, Divi's Lab, Exide, Godrej Ind, Godrej Prop, HCC, IDBI Bank, Indiabulls Real Estate, Indraprastha Gas.

In case of Wipro, DIIs seem to have picked up where FIIs have sold q-o-q.

Sharp q-o-q FII fall: GESCO, IRB Infra, Wipro, Aban Offshore, ABB (buyback), Godrej Prop, IDBI Bank.

Sharp q-o-q DII rise: Godrej Consumer, DLF, Wipro, Engineers India, Fortis Healthcare, GSPL, GVK Power, HCL Tech.

Over a year, companies where FIIs have bought where DIIs have sold include Patni, Crompton Greaves, JSPL, United Sprits, ACC, Hero Honda, Allahabad Bank, Apollo Tyres, Ashok Leyland, Aurobindo Pharma, Axis Bank, Bajaj Auto, Cummins, Dabur, Divi's Lab, DRL, Exide, Godrej Ind, and HDIL.

Sharp y-o-y FII rise: Dish TV, Tech Mahindra, IDFC, OBC, MTNL, Patni Computer, Crompton Greaves, JSPL, United Spirits, ACC, Hero Honda, Hindalco, NTPC, SBI, Tata Motors, Adani Enterprises, Allahabad Bank, Apollo Tyres, Ashok Leyland, Aurobindo Pharma, Axis Bank, Bajaj Auto, BGR Energy, Bharat Forge, Biocon, Bhushan Steel, Cadila, Canara Bank, Castrol, Century Textiles, CESC, Colgate, Coromandel Int, Cummins, Dabur, Divi's Lab, DRL, Engineers India, Exide, Fortis Healthcare, GMR Infra, Godrej Ind, HCL Tech, HDIL, IFCI, Indusind Bank.

Sharp y-o-y DII fall: Marico, IDFC, ABNL, Patni Computer, Crompton Greaves, JSPL, BoI, IRB Infra, United Spirits, ACC, DLF, HDFC Bank, Hero Honda, Jaiprakash Associates, ABB (buyback), Allahabad Bank, Apollo Tyres, Ashok Leyland, Asian Paints, Aurobindo Pharma, Axis Bank, Bajaj Auto, CONCOR, Cummins, Dabur, Divi's Lab, DRL, Exide, Godrej Ind, GTL Infra, HCC, HDIL, IDBI Bank, Indiabulls Financial, Indiabulls Real Estate.

Over a year, companies where FIIs have sold where DIIs have bought include BHEL, Tata Steel, Wipro, and GVK Power.

Sharp y-o-y FII fall: BoI, BHEL, RCOM, Reliance Infra, Tata Steel, Wipro, Aban Offshore, ABB (buyback), Bharat Electronics, BPCL, Educomp, EIH, GVK Power, IDBI Bank, Indiabulls Financial, IOB.

Sharp y-o-y DII rise: Tech Mahindra, Godrej Consumer, GESCO, BHEL, Bharti Airtel, NTPC, Tata Steel, Wipro, Engineers India, Essar Oil, Fortis Healthcare, GSPL, GVK Power, Havells, HCL Tech, HDIL, IOB, Indusind Bank.

Quite a few changes have happened in promoter share as well. Marico, HDFC Bank, IDBI and Fortis saw increases while EIH, HDIL and Engineer's India saw falls.

Promoter share:

Sharp q-o-q rise: Marico, HDFC Bank, ABB (buyback), Fortis Healthcare, IDBI Bank.
Sharp q-o-q fall: EIH, Engineers India, HDIL.
Sharp y-o-y rise: ABNL, Reliance Infra, Fortis Healthcare, GTL Infra, IDBI Bank, Indiabulls Real Estate.
Sharp y-o-y fall: Dish TV, Tech Mahindra, United Spirits, EIH, Engineers India, Essar Oil, HDIL

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(This report is based on secondary research and is for information only. None of the stock information, data and company information presented herein constitutes a recommendation or solicitation of any offer to buy or sell any securities. Investors must do their own research and due diligence before acting on any security. Some of the opinions expressed in this article are the author's own and may not necessarily represent those of Moneylife).