Spending hundreds of millions of yuan, the fund's "bull loose" position path emerges-clevelanddrifters.com

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Spending hundreds of millions of yuan, the fund's "bull loose" position path emerges

time：2023-03-24 02:27:50 source：clevelanddrifters.com author：Individual stock recommendation

Spending hundreds of millions of yuan, the fund's "bull loose" position path emerges

The recently disclosed semi-annual report of public funds shows that there are many individual investors among the top ten holders of listed funds. As the "bulls" in the fund circle, they have strong "purchasing power", and the styles of investment funds are different. They may focus on heavy positions, hold more than 100 million yuan in a single fund, or have extremely scattered positions. At the same time, they appear in the top ten of 73 funds. in the holder. From the perspective of holding time, there are more "long-term" investors who have held a heavy position in a single fund for nearly 16 years. However, there are also well-known "Niu San" who have withdrawn from the list of the top ten holders of listed funds. The purchasing power of "Niu San" is strong. The purchasing power of "Niu San" in the fund circle is still strong. Wind data shows that as of the end of the second quarter of 2022, 13 people held listed funds with a market value of more than 100 million yuan. "Niu San" have different positions. An investor named Qian Zhongming used the method of "casting a wide net" to diversify his investments, holding a total of 73 listed funds. As of the end of the second quarter, it appeared in the top ten holders of 27 ETFs, and it was also the top ten holders of 46 LOFs. Judging from the scale of funds held by Qian Zhongming, his liquidity requirements for ETFs are not high, and the scale of ETFs held is generally small, and he even has a soft spot for mini funds. The scale of many ETFs it holds is less than 50 million yuan, of which 4 ETFs are less than 20 million yuan. In terms of the types of products held by him, Qian Zhongming prefers broad-based index ETFs, and he is more interested in Ping An Growth Enterprise Market ETF, Invesco Great Wall China Securities 500 ETF, China Universal Shenzhen Securities 300 ETF, Bank of China Securities Growth Enterprise Market ETF, Dacheng China Securities 500 Shenzhen ETF The market share of ETF and other products is relatively large, and each fund holds more than 1 million shares. There are also "Niu San" who are inclined to spend hundreds of millions of dollars and focus on holding a few funds. An investor named Zhou Lei placed heavy bets on two funds. Among the top ten holders of Cathay Pacific CSI All Index Securities Company ETF, the largest industry-themed ETF with a scale of over 30 billion yuan, Zhou Lei ranked third. As of the end of the second quarter, he held a total of 396 million shares of this product. , the market value of the positions is as high as 386 million yuan. At the same time, Zhou Lei is the seventh largest holder of the E Fund CSI 300 Pharmaceutical ETF, holding 168 million shares and a total of 564 million shares of the two products. An investor named Zhang Zhizhong also invested more than 100 million yuan in a single fund. As the largest holder of LOF in the Bosera theme industry, as of the end of the second quarter, Zhang Zhizhong held 95.61 million copies, with a market value of more than 125 million yuan. At the same time, Zhang Zhizhong is the largest holder of Morgan Stanley Resources LOF, holding more than 10 million copies of the fund at the end of the second quarter. Some "long-term" investors who have accompanied the fund's "long run" have held a single ETF for more than 10 years. For example, an investor named Miao Chunbo has invested heavily in Southern High Growth LOF for 16 years. Southern High Growth LOF was established in July 2005. At the end of 2006, Miao Chunbo entered the top ten holders of Southern High Growth LOF for the first time, holding a total of 4.6333 million copies of the product. By the end of the second quarter of 2022, all the top ten holders at that time had withdrawn except Miao Chunbo. Miao Chunbo still held 2.59 million copies of the product and became the largest holder of the fund. Another investor named Zhang Lin entered the list of the top ten holders of mixed LOF in the South for the first time at the end of 2009, holding 350,000 shares. As of the end of the second quarter of 2022, Zhang Lin still holds 350,000 mixed LOFs with active allocation in the South, and has risen to become the second largest holder. At the same time, some former fund "big players" have left the market. At the end of 2021, Ding Bixia, a well-known "Niu San" who had been the top ten holders of many ETFs, did not appear in the list of the top ten holders of listed funds at the end of the second quarter of this year.

(Responsible editor：Fuel stock)

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