HDFC Bank Sees Heavy Call Option Activity Amidst Bearish Price Momentum

Jan 09 2026 10:00 AM IST
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HDFC Bank Ltd., one of India’s leading private sector banks, has witnessed a notable spike in call option trading activity, particularly for contracts expiring on 27 January 2026. Despite the stock’s recent downward trajectory, investors appear to be positioning themselves for a potential rebound, as evidenced by the heavy volume and open interest in call options at the ₹950 strike price.



Call Option Activity Highlights


The most actively traded call options for HDFC Bank are those with a strike price of ₹950, set to expire on 27 January 2026. On 8 January 2026, a total of 5,862 contracts changed hands, generating a turnover of approximately ₹563.9 lakhs. The open interest for these contracts stands at 10,372, indicating sustained investor interest and potential bullish sentiment despite the stock’s recent price weakness.



The underlying stock price at the time was ₹942.95, just shy of the ₹950 strike, suggesting that traders are speculating on a near-term upside move. This level of activity in call options often signals expectations of a price recovery or a strategic hedge against further downside risk.



Price Performance and Technical Context


HDFC Bank’s stock has been under pressure, registering a consecutive five-day decline with a cumulative loss of 5.86%. The stock traded within a narrow range of ₹9.25 during this period, reflecting subdued volatility. Notably, the share price is currently below all key moving averages — 5-day, 20-day, 50-day, 100-day, and 200-day — underscoring a bearish technical setup.



Despite this, investor participation remains robust. Delivery volume on 8 January rose to 2.31 crore shares, a 6.66% increase over the five-day average, signalling that long-term investors may be accumulating shares amid the dip. Liquidity remains ample, with the stock supporting trade sizes up to ₹64.31 crore based on 2% of the five-day average traded value.



Sector and Market Comparison


On the day in question, HDFC Bank’s stock declined by 0.44%, slightly outperforming the broader private sector banking sector, which fell 0.61%. The Sensex, meanwhile, was down 0.19%, indicating a relatively mixed market environment. The bank’s market capitalisation stands at a substantial ₹14,49,996.40 crore, categorising it firmly as a large-cap stock with significant institutional interest.




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Mojo Score and Analyst Ratings


HDFC Bank currently holds a Mojo Score of 72.0, reflecting a positive outlook based on a comprehensive assessment of fundamentals, technicals, and market sentiment. The stock’s Mojo Grade was recently adjusted from a Strong Buy to a Buy on 7 January 2026, signalling a slight moderation in enthusiasm but maintaining a favourable stance overall.



The bank’s Market Cap Grade is rated 1, indicating its status as a large-cap entity with strong market presence and liquidity. This grading supports the stock’s appeal to institutional investors and long-term portfolio managers seeking stability combined with growth potential.



Expiry Patterns and Investor Positioning


The concentration of call option activity at the ₹950 strike price for the 27 January expiry suggests that traders are betting on a recovery above this level within the next three weeks. This strike is slightly out-of-the-money relative to the current price, implying a moderately bullish stance. The sizeable open interest further indicates that many investors are either initiating new positions or rolling over existing ones, anticipating a positive price movement.



Such positioning is noteworthy given the stock’s recent underperformance and technical weakness. It may reflect confidence in the bank’s underlying fundamentals or expectations of sectoral tailwinds, such as improved credit growth or easing macroeconomic pressures.



Risks and Considerations


While the call option activity points to bullish sentiment, investors should remain cautious. The stock’s persistent trading below key moving averages and the recent five-day losing streak highlight ongoing challenges. Market volatility and sector-specific risks, including regulatory changes or credit quality concerns, could weigh on the stock in the near term.



Moreover, the slight downgrade from Strong Buy to Buy in the Mojo Grade suggests that analysts are monitoring the stock closely for confirmation of a sustained recovery before upgrading their outlook further.




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Outlook and Investor Takeaways


For investors tracking HDFC Bank, the current surge in call option activity offers a nuanced signal. While the stock’s price action remains subdued and technically weak, the options market reveals a segment of traders positioning for a rebound above ₹950 by late January. This divergence between price and options sentiment could indicate an inflection point or a tactical hedge against volatility.



Given the bank’s large-cap status, strong market liquidity, and improving delivery volumes, long-term investors may find value in accumulating shares during this consolidation phase. However, it is prudent to monitor upcoming quarterly results, sector developments, and broader market trends to validate the sustainability of any recovery.



In summary, HDFC Bank’s active call option market and solid fundamentals continue to attract investor interest, even as the stock navigates a challenging technical landscape. This dynamic underscores the importance of a balanced approach, combining options insights with fundamental and technical analysis for informed decision-making.






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