Bnp Paribas Arbitrage - Odi

As of Sep 2023, Bnp Paribas Arbitrage - Odi — an institution tracked through public shareholding filings — disclosed 27 holdings in Indian listed companies worth ₹7,328 crore. The same holdings-at-filing-value basis put it at ₹3,579 crore in Jun 2023 (+104.7%). Solomo carries these filings back to Mar 2020.

Largest disclosed positions in Sep 2023: IndusInd Bank Ltd (INDUSINDBK — 1.25% of the company, ₹1,276 crore); L&T Finance Ltd (LTF — 3.57% of the company, ₹1,178 crore); Eternal Ltd (ETERNAL — 1.20% of the company, ₹1,047 crore); Tata Communications Ltd (TATACOMM — 1.46% of the company, ₹807 crore); Persistent Systems Ltd (PERSISTENT — 1.62% of the company, ₹361 crore). Those 5 account for 64% of the disclosed value.

Changes in the Sep 2023 filings: newly disclosed — Eternal Ltd, Tata Communications Ltd, Persistent Systems Ltd. Stake raised in L&T Finance Ltd (+1.24 pp), Manappuram Finance Ltd (+1.08 pp), Dish TV India Ltd (+0.08 pp). Stake reduced in Deepak Fertilisers & Petrochemicals Corp Ltd (−0.44 pp), IndusInd Bank Ltd (−0.40 pp), Kalyan Jewellers India Ltd (−0.38 pp). No longer disclosed after the previous quarter: Sunteck Realty Ltd, Shree Digvijay Cement Co. Ltd — which can mean a sale, a stake falling below the 1% disclosure line, or that name not filing this quarter.