{"id":1925841,"date":"2014-02-24T13:28:43","date_gmt":"2014-02-24T07:58:43","guid":{"rendered":"http:\/\/stockviz.biz\/index.php\/?p=1925841"},"modified":"2014-02-24T13:31:09","modified_gmt":"2014-02-24T08:01:09","slug":"institutional-investing-trends","status":"publish","type":"post","link":"https:\/\/stockviz.biz\/index.php\/2014\/02\/24\/institutional-investing-trends\/","title":{"rendered":"Institutional Investing Trends"},"content":{"rendered":"<p>Last year has been a wonderful year to go elephant hunting. Banks were hurting and buried under bad debt, FIIs were selling Indian debt on the back of a collapsing Rupee, this pretty much made domestic bond funds the lender of last resort. Supply, combined with the fact that commissions on selling debt funds are way more lucrative than those on equity, lead to a DII (Domestic Institutional Investor) debt binge.<\/p>\n<h3>DII Fund Flows (Cash)<\/h3>\n<p><a href=\"http:\/\/portalvhds29z8xdrqhczq.blob.core.windows.net\/wordpress\/2014\/02\/dii-cash.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-1925851\" alt=\"dii cash\" src=\"http:\/\/portalvhds29z8xdrqhczq.blob.core.windows.net\/wordpress\/2014\/02\/dii-cash.png\" width=\"1299\" height=\"651\" srcset=\"https:\/\/portalvhds29z8xdrqhczq.blob.core.windows.net\/wordpress\/2014\/02\/dii-cash.png 1299w, https:\/\/portalvhds29z8xdrqhczq.blob.core.windows.net\/wordpress\/2014\/02\/dii-cash-300x150.png 300w, https:\/\/portalvhds29z8xdrqhczq.blob.core.windows.net\/wordpress\/2014\/02\/dii-cash-1024x513.png 1024w, https:\/\/portalvhds29z8xdrqhczq.blob.core.windows.net\/wordpress\/2014\/02\/dii-cash-500x250.png 500w\" sizes=\"auto, (max-width: 1299px) 100vw, 1299px\" \/><\/a><\/p>\n<h3>FII Fund flows (Cash)<\/h3>\n<p>FIIs were in full on panic mode in June, July and August last year. But haven&#8217;t really participated in the equity markets this year.<\/p>\n<p><a href=\"http:\/\/portalvhds29z8xdrqhczq.blob.core.windows.net\/wordpress\/2014\/02\/fii-cash.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-1925861\" alt=\"fii cash\" src=\"http:\/\/portalvhds29z8xdrqhczq.blob.core.windows.net\/wordpress\/2014\/02\/fii-cash.png\" width=\"1296\" height=\"641\" srcset=\"https:\/\/portalvhds29z8xdrqhczq.blob.core.windows.net\/wordpress\/2014\/02\/fii-cash.png 1296w, https:\/\/portalvhds29z8xdrqhczq.blob.core.windows.net\/wordpress\/2014\/02\/fii-cash-300x148.png 300w, https:\/\/portalvhds29z8xdrqhczq.blob.core.windows.net\/wordpress\/2014\/02\/fii-cash-1024x506.png 1024w, https:\/\/portalvhds29z8xdrqhczq.blob.core.windows.net\/wordpress\/2014\/02\/fii-cash-500x247.png 500w\" sizes=\"auto, (max-width: 1296px) 100vw, 1296px\" \/><\/a><\/p>\n<h3>DII Fund Flows (Derivatives)<\/h3>\n<p>After being short net short in December and Jan, are we seeing a change of heart?<\/p>\n<p><a href=\"http:\/\/portalvhds29z8xdrqhczq.blob.core.windows.net\/wordpress\/2014\/02\/dii-derivative.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-1925871\" alt=\"dii derivative\" src=\"http:\/\/portalvhds29z8xdrqhczq.blob.core.windows.net\/wordpress\/2014\/02\/dii-derivative.png\" width=\"1288\" height=\"643\" srcset=\"https:\/\/portalvhds29z8xdrqhczq.blob.core.windows.net\/wordpress\/2014\/02\/dii-derivative.png 1288w, https:\/\/portalvhds29z8xdrqhczq.blob.core.windows.net\/wordpress\/2014\/02\/dii-derivative-300x149.png 300w, https:\/\/portalvhds29z8xdrqhczq.blob.core.windows.net\/wordpress\/2014\/02\/dii-derivative-1024x511.png 1024w, https:\/\/portalvhds29z8xdrqhczq.blob.core.windows.net\/wordpress\/2014\/02\/dii-derivative-500x249.png 500w\" sizes=\"auto, (max-width: 1288px) 100vw, 1288px\" \/><\/a><\/p>\n<h3>FII Fund Flows (Derivatives)<\/h3>\n<p>FII participation remains low. Waiting for elections?<\/p>\n<p><a href=\"http:\/\/portalvhds29z8xdrqhczq.blob.core.windows.net\/wordpress\/2014\/02\/fii-derivative.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-1925881\" alt=\"fii derivative\" src=\"http:\/\/portalvhds29z8xdrqhczq.blob.core.windows.net\/wordpress\/2014\/02\/fii-derivative.png\" width=\"1294\" height=\"647\" srcset=\"https:\/\/portalvhds29z8xdrqhczq.blob.core.windows.net\/wordpress\/2014\/02\/fii-derivative.png 1294w, https:\/\/portalvhds29z8xdrqhczq.blob.core.windows.net\/wordpress\/2014\/02\/fii-derivative-300x150.png 300w, https:\/\/portalvhds29z8xdrqhczq.blob.core.windows.net\/wordpress\/2014\/02\/fii-derivative-1024x512.png 1024w, https:\/\/portalvhds29z8xdrqhczq.blob.core.windows.net\/wordpress\/2014\/02\/fii-derivative-500x250.png 500w\" sizes=\"auto, (max-width: 1294px) 100vw, 1294px\" \/><\/a><\/p>\n<h3>FII Favorites<\/h3>\n<div class=\"row-fluid\">\n<div class=\"span6\">\n<table class=\"table table-condensed table-bordered\">\n<tbody>\n<tr>\n<td><a href=\"http:\/\/stockviz.biz\/equity?TICKER=J&amp;KBANK\" target=\"_blank\">J&amp;KBANK<\/a><\/td>\n<td>+26.43%<\/td>\n<\/tr>\n<tr>\n<td><a href=\"http:\/\/stockviz.biz\/equity?TICKER=TATAMTRDVR\" target=\"_blank\">TATAMTRDVR<\/a><\/td>\n<td>+19.96%<\/td>\n<\/tr>\n<tr>\n<td><a href=\"http:\/\/stockviz.biz\/equity?TICKER=TECHM\" target=\"_blank\">TECHM<\/a><\/td>\n<td>+18.30%<\/td>\n<\/tr>\n<tr>\n<td><a href=\"http:\/\/stockviz.biz\/equity?TICKER=DEN\" target=\"_blank\">DEN<\/a><\/td>\n<td>+17.51%<\/td>\n<\/tr>\n<tr>\n<td><a href=\"http:\/\/stockviz.biz\/equity?TICKER=NHPC\" target=\"_blank\">NHPC<\/a><\/td>\n<td>+17.26%<\/td>\n<\/tr>\n<tr>\n<td><a href=\"http:\/\/stockviz.biz\/equity?TICKER=UPL\" target=\"_blank\">UPL<\/a><\/td>\n<td>+13.05%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<div class=\"span6\">\n<table class=\"table table-condensed table-bordered\">\n<tbody>\n<tr>\n<td><a href=\"http:\/\/stockviz.biz\/equity?TICKER=HDIL\" target=\"_blank\">HDIL<\/a><\/td>\n<td>-36.60%<\/td>\n<\/tr>\n<tr>\n<td><a href=\"http:\/\/stockviz.biz\/equity?TICKER=HEXAWARE\" target=\"_blank\">HEXAWARE<\/a><\/td>\n<td>-23.00%<\/td>\n<\/tr>\n<tr>\n<td><a href=\"http:\/\/stockviz.biz\/equity?TICKER=AMTEKAUTO\" target=\"_blank\">AMTEKAUTO<\/a><\/td>\n<td>-19.25%<\/td>\n<\/tr>\n<tr>\n<td><a href=\"http:\/\/stockviz.biz\/equity?TICKER=SINTEX\" target=\"_blank\">SINTEX<\/a><\/td>\n<td>-12.81%<\/td>\n<\/tr>\n<tr>\n<td><a href=\"http:\/\/stockviz.biz\/equity?TICKER=IVRCLINFRA\" target=\"_blank\">IVRCLINFRA<\/a><\/td>\n<td>-12.65%<\/td>\n<\/tr>\n<tr>\n<td><a href=\"http:\/\/stockviz.biz\/equity?TICKER=WELCORP\" target=\"_blank\">WELCORP<\/a><\/td>\n<td>-12.1%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<\/div>\n<h3>Mutual fund trends<\/h3>\n<p>Equity mutual funds&#8217; actions over the last 4 months:<\/p>\n<div class=\"row-fluid\">\n<div class=\"span6\">\n<table class=\"table table-condensed table-bordered\">\n<thead>\n<tr>\n<th>Added on aggregate<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td><a href=\"http:\/\/stockviz.biz\/equity?TICKER=ITC\" target=\"_blank\">ITC<\/a><\/td>\n<\/tr>\n<tr>\n<td><a href=\"http:\/\/stockviz.biz\/equity?TICKER=MARUTI\" target=\"_blank\">MARUTI<\/a><\/td>\n<\/tr>\n<tr>\n<td><a href=\"http:\/\/stockviz.biz\/equity?TICKER=BHARTIARTL\" target=\"_blank\">BHARTIARTL<\/a><\/td>\n<\/tr>\n<tr>\n<td><a href=\"http:\/\/stockviz.biz\/equity?TICKER=POWERGRID\" target=\"_blank\">POWERGRID<\/a><\/td>\n<\/tr>\n<tr>\n<td><a href=\"http:\/\/stockviz.biz\/equity?TICKER=WIPRO\" target=\"_blank\">WIPRO<\/a><\/td>\n<\/tr>\n<tr>\n<td><a href=\"http:\/\/stockviz.biz\/equity?TICKER=SUNPHARMA\" target=\"_blank\">SUNPHARMA<\/a><\/td>\n<\/tr>\n<tr>\n<td><a href=\"http:\/\/stockviz.biz\/equity?TICKER=TCS\" target=\"_blank\">TCS<\/a><\/td>\n<\/tr>\n<tr>\n<td><a href=\"http:\/\/stockviz.biz\/equity?TICKER=TITAN\" target=\"_blank\">TITAN<\/a><\/td>\n<\/tr>\n<tr>\n<td><a href=\"http:\/\/stockviz.biz\/equity?TICKER=AXISBANK\" target=\"_blank\">AXISBANK<\/a><\/td>\n<\/tr>\n<tr>\n<td><a href=\"http:\/\/stockviz.biz\/equity?TICKER=ALSTOMT&amp;D\" target=\"_blank\">ALSTOMT&amp;D<\/a><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<div class=\"span6\">\n<table class=\"table table-condensed table-bordered\">\n<thead>\n<tr>\n<th>Removed on aggregate<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td><a href=\"http:\/\/stockviz.biz\/equity?TICKER=RELIANCE\" target=\"_blank\">RELIANCE<\/a><\/td>\n<\/tr>\n<tr>\n<td><a href=\"http:\/\/stockviz.biz\/equity?TICKER=NMDC\" target=\"_blank\">NMDC<\/a><\/td>\n<\/tr>\n<tr>\n<td><a href=\"http:\/\/stockviz.biz\/equity?TICKER=BAJAJ-AUTO\" target=\"_blank\">BAJAJ-AUTO<\/a><\/td>\n<\/tr>\n<tr>\n<td><a href=\"http:\/\/stockviz.biz\/equity?TICKER=IDEA\" target=\"_blank\">IDEA<\/a><\/td>\n<\/tr>\n<tr>\n<td><a href=\"http:\/\/stockviz.biz\/equity?TICKER=TECHM\" target=\"_blank\">TECHM<\/a><\/td>\n<\/tr>\n<tr>\n<td><a href=\"http:\/\/stockviz.biz\/equity?TICKER=CAIRN\" target=\"_blank\">CAIRN<\/a><\/td>\n<\/tr>\n<tr>\n<td><a href=\"http:\/\/stockviz.biz\/equity?TICKER=PETRONET\" target=\"_blank\">PETRONET<\/a><\/td>\n<\/tr>\n<tr>\n<td><a href=\"http:\/\/stockviz.biz\/equity?TICKER=NTPC\" target=\"_blank\">NTPC<\/a><\/td>\n<\/tr>\n<tr>\n<td><a href=\"http:\/\/stockviz.biz\/equity?TICKER=LICHSGFIN\" target=\"_blank\">LICHSGFIN<\/a><\/td>\n<\/tr>\n<tr>\n<td><a href=\"http:\/\/stockviz.biz\/equity?TICKER=CIPLA\" target=\"_blank\">CIPLA<\/a><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<\/div>\n<p><strong>Note:<\/strong><\/p>\n<ul>\n<li>All figures in Rs. crores<\/li>\n<li>Data from SEBI, fund portfolio disclosures and corporate filings<\/li>\n<li>Only open ended funds that were in the \u201caccumulation\u201d phase were considered<\/li>\n<li>Funds named \u201cgrowth\u201d and with the \u201cdirect\u201d option alone were considered<\/li>\n<\/ul>\n<h6>Related<\/h6>\n<ul>\n<li><a href=\"http:\/\/stockviz.biz\/index.php\/2014\/01\/21\/mutual-fund-positioning-3-month-trend\/\" target=\"_blank\">Mutual fund positioning: 3-month trend<\/a><\/li>\n<li><a href=\"http:\/\/stockviz.biz\/index.php\/2011\/12\/09\/get-out-of-your-mutual-fund\/\" target=\"_blank\">Get out of your mutual fund!<\/a><\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Last year has been a wonderful year to go elephant hunting. Banks were hurting and buried under bad debt, FIIs were selling Indian debt on the back of a collapsing Rupee, this pretty much made domestic bond funds the lender of last resort. Supply, combined with the fact that commissions on selling debt funds are &hellip; <\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[9],"tags":[1011,17],"class_list":["post-1925841","post","type-post","status-publish","format-standard","hentry","category-your-money","tag-economy","tag-mutual-funds","entry"],"_links":{"self":[{"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/posts\/1925841","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/comments?post=1925841"}],"version-history":[{"count":0,"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/posts\/1925841\/revisions"}],"wp:attachment":[{"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/media?parent=1925841"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/categories?post=1925841"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/tags?post=1925841"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}