HDFC MF bearish on engg, cement & const, chemical

Stock

Shares bought

Stock

Shares sold

Hindustan Unilever

1,698,814

Exide Industries

9,639,341

Dabur India

850,000

Crompton Greaves

6,972,890

Reliance Industries

744,004

IRB Infrastructure

6,337,561

Maruti Suzuki India

648,248

Punj Lloyd

6,200,000

GE Shipping Company

573,500

ITC

5,253,045

Coromandel Fertilisers

430,000

Marico

4,196,767

Titan Industries

277,307

Sundram Fasteners

4,061,502

HDFC Bank

214,521

United Phosphorous

3,644,852

Motilal Oswal Financial

210,000

Amtek India

3,552,850

Jaiprakash Associates

198,712

Pidilite Industries

3,381,143

Wyeth

117,308

Indraprastha Gas

3,105,500

Infosys Technologies

89,355

ONGC

2,868,806

P & G Hygiene & Health

65,000

ICICI Bank

2,858,819

GlaxoSmithKline Pharma

35,000

Nagarjuna Construction

2,791,361

3M India

15,000

Gujarat Industries Power

2,764,779

Merck

2,500

Amara Raja Batteries

2,737,400

Reliance Petroleum

1,783

Jagran Prakashan

2,694,961

Steel Authority of India

1,723

Paper Products

2,688,217

Power Grid Corporation

1,558

Zee Entertainment Enter.

2,643,263

Idea Cellular

1,221

Motherson Sumi Systems

2,620,000

Tata Motors

1,081

Aarti Industries

2,561,438

Reliance Power

1,050

Carborundum Universal

2,552,600

NTPC

921

Satyam Computer

2,500,820

Cairn India

772

Biocon

2,463,888

Wipro

576

Geometric

2,316,000

Ambuja Cements

501

Federal Bank

2,247,270

Suven Life Sciences

2,054,411

Siemens

2,053,183

Elecon Engineering Co.

2,007,331

Shanthi Gears

1,992,915

VIP Industries

1,774,670

NRB Bearings

1,692,000

Maytas Infra

1,508,017

Thermax

1,371,076

ISMT

1,363,500

KEC International

1,271,845

HT Media

1,255,315

State Bank of India

1,196,570

KNR Constructions

1,137,305

Blue Star

1,133,645

Suzlon Energy

1,099,547

Gammon India

1,034,000

Bank Of Baroda

1,026,000

Axis Bank

892,991

C and C Constuctions

876,000

AIA Engineering

873,635

Micro Inks

861,229

Dishman Pharmaceuticals

846,375

Sintex India

834,883

Castrol India

829,316

Ipca Laboratories

825,136

HPCL

800,000

Vesuvius India

774,950

GAIL India

749,573

BPCL

746,235

Tata Elxsi

737,500

Hero Honda Motors

724,942

Sadbhav Engineering

715,911

Vimta Labs

700,000

Grindwell Norton

686,654

Solar Explosives

651,541

Kotak Mahindra Bank

630,000

Manugraph Industries

615,811

Shriram Transport Finance

597,527

GlaxoSmithKline Consumer

580,000

Amtek Auto

558,937

Kalindee Rail Nirman

541,924

Aventis Pharma

524,330

Maharashtra Seamless

513,100

Container Corporation

502,000

Divis Laboratories

488,662

Tata Steel

479,718

Ranbaxy Laboratories

447,353

Colgate Palmolive (India)

434,753

Ador Welding

423,557

Larsen and Toubro

421,425

Ingersoll Rand (India)

410,000

Britannia Industries

402,224

Jain Irrigation Systems

385,000

Dr Reddys Laboratories

368,821

Nestle India

333,415

Trent

320,096

Esab India

293,200

Godawari Power & Ispat

281,600

Noida Toll Bridge Company

253,608

Punjab National Bank

229,867

KCP

228,591

Atlas Copco (India)

223,808

Indiabulls Real Estate

200,000

Titagarh Wagons

184,092

Bharat Electronics

153,448

Asian Paints

150,000

ABG Shipyard

146,792

Bharti Airtel

137,921

Bharat Heavy Electricals

103,134

United Spirits

80,386

Tata Consultancy Services

77,578

Alfa Laval (India)

65,000

ABB

59,922

HDFC

42,813

Honeywell Automation

40,000

Engineers India

20,269

Consolidated Construction

7,781

Hindalco Industries

4,195

ACC

734