BIRLA SUN LIFE TRUSTEE COMPANY PRIVATE LIMITED

As of Sep 2017, BIRLA SUN LIFE TRUSTEE COMPANY PRIVATE LIMITED — an institution tracked through public shareholding filings — disclosed 13 holdings in Indian listed companies worth ₹2,537 crore. The same holdings-at-filing-value basis put it at ₹2,101 crore in Jun 2017 (+20.7%). Solomo carries these filings back to Sep 2016.

Largest disclosed positions in Sep 2017: Bayer CropScience Ltd (BAYERCROP — 4.57% of the company, ₹609 crore); TVS Holdings Ltd (TVSHLTD — 4.05% of the company, ₹326 crore); Voltas Ltd (VOLTAS — 1.52% of the company, ₹255 crore); Gillette India Ltd (GILLETTE — 1.32% of the company, ₹241 crore); Kansai Nerolac Paints Ltd (KANSAINER — 1.37% of the company, ₹238 crore). Those 5 account for 66% of the disclosed value.

Changes in the Sep 2017 filings: newly disclosed — Gillette India Ltd, Max Financial Services Ltd, Fortis Healthcare Ltd. Stake raised in Shoppers Stop Ltd (+0.53 pp), Kansai Nerolac Paints Ltd (+0.33 pp), Tata Chemicals Ltd (+0.32 pp). Stake reduced in Voltas Ltd (−0.07 pp), Blue Star Ltd (−0.01 pp). No longer disclosed after the previous quarter: Repco Home Finance Ltd, J Kumar Infraprojects Ltd — which can mean a sale, a stake falling below the 1% disclosure line, or that name not filing this quarter.