Since November last year, the market style has been in swing, and the undervalued sectors and high boom tracks have shown a seesaw trend. In this process, what are the changes in institutional positions?
The position changes of public funds can be understood through the disclosed four seasons report, while the positions of QFII, social security funds, venture capital, private placement and other institutions can be seen from the latest 278 annual reports of Listed Companies in 2021.
qfii: 29 new stocks and 9 additional shares
According to the data, as of December 31, 2021, QFII has emerged as the top ten circulating shareholders of 51 shares, of which 49 are disclosed by the annual report data, and the other two ( Nanjing Pharmaceutical Company Limited(600713) , Jiangxi Jovo Energy Co.Ltd(605090) ) are disclosed by other channels.
Specifically, there are 29 new stocks in QFII, of which the number of positions in Hengdian Group Dmegc Magnetics Co.Ltd(002056) , Bestsun Energy Co.Ltd(600681) and Bestsun Energy Co.Ltd(600681) exceeds 10 million shares, which are 106499 million shares and 144888 million shares respectively.
QFII reduced its holdings of 11 shares, among which Qingdao Tgood Electric Co.Ltd(300001) , Shennan Circuits Co.Ltd(002916) , Anhui Heli Co.Ltd(600761) and Anhui Heli Co.Ltd(600761) ranked among the top three, with 1064400 shares, 2949100 shares and 14157800 shares respectively.
In addition, QFII increased its holdings of 9 stocks and remained unchanged in Rainbow Digital Commercial Co.Ltd(002419) , Jiangsu Xinquan Automotive Trim Co.Ltd(603179) positions.
qfii’s 9 additional shares
(by the end of 2021)
insurance capital: 11 new stocks and 7 additional shares
According to the data, as of December 31, 2021, a total of 29 insurance funds have appeared, and the top ten circulating shareholders of individual shares.
Specifically, there are 11 new stocks of insurance capital, among which the number of shares held by Zte Corporation(000063) , Cecep Wind-Power Corporation(601016) , Chongqing Fuling Zhacai Group Co.Ltd(002507) and Chongqing Fuling Zhacai Group Co.Ltd(002507) ranks among the top three, with 28032500 shares, 7510400 shares and 6874900 shares respectively.
Insurance capital reduced its holdings of 11 stocks, ranking the top three in terms of Ningxia Baofeng Energy Group Co.Ltd(600989) , Sinoma Science & Technology Co.Ltd(002080) , Jiangsu Xinquan Automotive Trim Co.Ltd(603179) reduction, with 362995 million shares, 236526 million shares and 7.9071 million shares respectively.
In addition, insurance capital increased its holdings of 7 stocks, and the number of shares held by 7 stocks remained unchanged.
list of 7 stocks increased by insurance capital
(by the end of 2021)
Social Security Fund: 7 new stocks and 11 additional shares
According to the data, as of December 31, 2021, the social security fund has appeared as the top ten circulating shareholders of 39 stocks.
Specifically, there are seven new stocks in the social security fund, holding more than ten million shares of Xinjiang Zhongtai Chenical Co.Ltd(002092) , China Telecom Corporation Limited(601728) , Tianrun Industry Technology Co.Ltd(002283) , Triumph Science & Technology Co.Ltd(600552) and Triumph Science & Technology Co.Ltd(600552) shares, 23623700 shares, 22745700 shares, 14041700 shares and 1068800 shares respectively.
The social security fund reduced its holdings of 14 shares, with the top three reductions in Tangshan Sanyou Chemical Industries Co.Ltd(600409) , Zte Corporation(000063) , Cecep Wind-Power Corporation(601016) and Cecep Wind-Power Corporation(601016) shares of 28933400 shares, 433500400 shares and 50130500 shares respectively.
In addition, the social security fund increased its holdings of 11 stocks, and the number of shares held by 7 stocks remained unchanged.
list of 11 additional shares held by Social Security Fund
(by the end of 2021)
private placement: 19 new stocks and 15 additional shares
According to the data, as of December 31, 2021, a total of 61 private placement shares have appeared, and the top ten circulating shareholders of individual shares.
Specifically, there are 19 newly acquired stocks in private placement, holding tens of millions of shares in Nyocor Co.Ltd(600821) , Avic Heavy Machinery Co.Ltd(600765) , Wanhua Chemical Group Co.Ltd(600309) , Jiangsu Baichuan High-Tech New Materials Co.Ltd(002455) , China Merchants Property Operation & Service Co.Ltd(001914) respectively, 17900900 shares, 17585000 shares, 12163300 shares, 11300000 shares and 10167600 shares.
Private placement reduced 15 stocks, with the top three reductions in Nanhua Futures Co.Ltd(603093) , Weifang Yaxing Chemical Co.Ltd(600319) , Xinjiang Zhongtai Chenical Co.Ltd(002092) and Xinjiang Zhongtai Chenical Co.Ltd(002092) shares, 6177500 shares, 9916500 shares and 12937600 shares respectively.
Private placement increased its holdings of 15 shares, and the number of shares held by 12 shares remained unchanged.
list of 15 shares increased by private placement
(by the end of 2021)
securities companies: 23 new stocks and 2 additional shares
According to the data, as of December 31, 2021, securities companies have appeared in a total of 32 stocks and the top ten circulating shareholders.
Specifically, there are 23 new stocks in securities companies, with the top three holdings of Guizhou Guihang Automotive Components Co.Ltd(600523) , Chang Lan Electric Technology Co.Ltd(002879) , Hefei Jianghang Aircraft Equipment Co.Ltd(688586) and Hefei Jianghang Aircraft Equipment Co.Ltd(688586) respectively, 3970900 shares, 3331000 shares and 3026900 shares.
Securities companies reduced their holdings of five stocks, namely Beijing Jingcheng Machinery Electric Company Limited(600860) , Wuxi Chipown Micro-Electronics Limited(688508) , Zhang Xiaoquan Inc(301055) , Gaishi food, Cecep Wind-Power Corporation(601016) , including Cecep Wind-Power Corporation(601016) 13098500 shares.
Securities companies increased their holdings of two stocks, namely Xinjiang Zhongtai Chenical Co.Ltd(002092) , Baoding Technology Co.Ltd(002552) , with an increase of 501700 shares and 17500 shares respectively.
