Bulk deal: 2 Stocks in which GQG Partners and SBI Mutual Fund added and sold stake

Synopsis: GQG Partners offloaded 1.52 crore shares in this energy company, reducing its earlier 1.79% stake, and in this wealth management stock, SBI Mutual Fund bought 6.02 lakh shares and more. Let us see more details about this bulk deal. 

A bulk deal is when a big investor buys or sells a large chunk of a company’s shares during normal market hours. It must be at least 0.5% of the company’s total shares, so the trade is publicly visible. Because these deals are transparent, they often hint at what major investors are thinking. For regular investors, bulk deals act as useful signals to understand market sentiment and spot potential trends.

Here are the stocks in focus in which firms and investors have acquired and sold stakes:

JSW Energy. 

JSW Energy is one of India’s leading renewable and conventional power generation companies, recognized for its sustained expansion and focus on clean, efficient energy solutions. The company has built a strong presence across multiple Indian states, backed by advanced technologies that reduce environmental impact while delivering stable and scalable power. 

Its disciplined growth strategy has transformed it into a major player in the private energy sector, supported by a diversified portfolio spanning thermal, hydro, and renewable assets. Beyond India, JSW Energy has also expanded globally with stakes in South African natural resource companies, highlighting its ambition to strengthen its footprint in power generation and energy distribution on an international scale.

With a market cap of Rs 79,575 crore, the shares of JSW Energy Ltd gained 4.2 percent in today’s trading session and reached a high of Rs 470.50. When compared to its previous day’s closing price of Rs 451.60, the shares are trading at a PE of 39.4 compared to its industry PE of 25.6 and have given a return of 568% in the last 5 years. 

GQG Partners’ Emerging Markets Equity Fund, run by the boutique investment firm co-founded by Rajiv Jain, offloaded 1.52 crore shares of JSW Energy, which is equivalent to 0.87% of the company’s equity, for Rs 676.7 crore at a price of Rs 444 per share. As of September 2025, the US-based fund house held a 1.79% stake in JSW Energy, and this sale indicates a partial trimming of its position in the stock.

Anand Rathi Wealth.

Anand Rathi Wealth Limited, an NSE500-listed firm, is a prominent player in India’s private wealth management space, serving high-net-worth individuals since 2002. With over ₹91,568 crore in assets under management and a client base of 12,781+ families across India and abroad, the company has built a strong reputation for structured, data-driven financial advisory. Its network of 386 relationship managers operating from 18+ locations ensures personalised and seamless wealth oversight. 

Positioning itself as the “CFO of a client’s personal wealth”, Anand Rathi Wealth focuses on comprehensive financial strategies covering wealth creation, risk assessment, tax-efficient planning, and intergenerational wealth management, empowering clients with clear, actionable insights for long-term financial outcomes.

With a market cap of Rs 23,921 crore, the shares of Anand Rathi Wealth Ltd are trading at a price of Rs 2,877 per share; they are trading at a PE of 69 compared to its industry PE of 54 and have given a return of 912% since their listing in December 2021.

SBI Mutual Fund added 6.02 lakh shares to its holding in Anand Rathi Wealth, buying them for Rs 168.8 crore at Rs 2,800 per share, while Amit Rathi sold 20 lakh shares for Rs 560 crore at the same price. Fahim Sultan Ali also stepped in with a net purchase of 3.54 lakh shares, investing Rs 196 crore at Rs 2,800 per share. As of September 2025, SBI Mutual Fund held a 1.84 per cent stake, and Amit Rathi held a 3.09 per cent stake in the company. 

Written by Leon Mendonca.

Disclaimer

The views and investment tips expressed by investment experts/broking houses/rating agencies on tradebrains.in are their own, and not that of the website or its management. Investing in equities poses a risk of financial losses. Investors must therefore exercise due caution while investing or trading in stocks. Trade Brains Technologies Private Limited or the author are not liable for any losses caused as a result of the decision based on this article. Please consult your investment advisor before investing.

The post Bulk deal: 2 Stocks in which GQG Partners and SBI Mutual Fund added and sold stake appeared first on Trade Brains.