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Who Owns What

Find out which funds fancy a particular stock

If you want to check how many fund managers are betting on a particular company, it’s virtually impossible to look at all the portfolios to figure it out. But it’s not impossible to know. That’s because we have a tool designed to tell you just that. The WOW tool — which is an acronym for Who Owns What, and it will make your search extremely simple. Here’s how to employ it.

Step 1
Type in the company’s name, which, for example, we say is ‘Reliance’. The result will be 11 companies with the word ‘reliance’ in their name. Make your specific selection by clicking on the link, which we shall assume is Reliance Capital.
What gets displayed

All schemes that invest in Reliance Capital along with the percentage to net asset, the amount invested and the date. The percentage to net assets will tell you the weightage that stock has in the scheme’s portfolio. While the amount (Rs/crore) will tell you the exact amount invested. The date will indicate the latest portfolio disclosure. For instance, Kotak Opportunities has 1.48 per cent of its assets invested in Reliance Capital, which amounts to Rs 15.94 crore. This is as per the portfolio disclosure of July 31, 2009.

Step 2
You would have seen the exposure the schemes have to Reliance Capital. But now let’s say you want to view them in descending order, either in terms of percentage or absolute amounts. For instance, LICMF Children Fund has a 6.20 per cent exposure but the actual amount invested in the stock is just Rs 0.44 crore. While Kotak Opportunities has just 1.48 per cent of its portfolio allocated to Reliance Capital, though the actual investment stands at Rs 15.94 crore.

Click on any of the headers ‘% Net Asset’ or ‘Amount Invested (Cr)’.

What gets displayed
A reshuffled list in descending order of exposure.

Step 3
What if you want to check the debt exposure? Make your selection from ‘Equity’, ‘Long Term Debt’ and ‘Short Term Debt’, all of which are displayed on the top of the table. Let’s say you click on ‘Long Term Debt’.

What gets displayed
The relevant debt schemes. For instance, UTI Bond has an exposure of 6.22 per cent to Reliance Capital, amounting to Rs 25.54 crore. But, this is not an equity exposure.

If you click on the scheme’s name and go to its portfolio, you will see that the exposure is to non-convertible debentures (NCDs).

So with just one single tool, you can see all the schemes that have invested in the company of your choice. It can’t get simpler than this.