With the completion of the disclosure of the annual report of the fund in 2021, the holders of public funds will have a full picture. According to Tianxiang investment consulting data, institutional investors significantly increased their holdings of equity funds and hybrid funds in the second half of last year.
According to the base holding data disclosed in the 2021 annual report, e fund, Boshi fund and GF fund are most favored by institutional investors, while Tianhong, e fund and huitianfu fund are the companies with the largest shares held by individual investors. In the environment of sharp differentiation of market style last year, some funds with excellent performance were favored by individual investors, and their share increased significantly.
institutional investors’ share increase
According to the data of Tianxiang investment consulting, as of the end of last year, among the 21 trillion public funds, institutional investors held 10 trillion, accounting for 47.34%, an increase of 1 percentage point from 46.33% at the end of the first half of 2021.
Specifically, as of the end of last year, institutional investors held 404167 billion equity funds, an increase of 106343 billion compared with 297824 billion at the end of the first half of last year. Accordingly, the proportion of institutional investors in equity funds increased from 24.32% at the end of the first half of last year to 27.24% at the end of last year. By the end of last year, institutional investors held 650 billion hybrid funds, an increase of 72.7 billion compared with the end of the first half of last year, accounting for an increase of 0.39%. Among bond funds, institutional investors are still the main holders, accounting for 88.74% at the end of last year, down from 91.03% at the end of the first half of last year.
From the perspective of fund companies favored by institutional investors, the fund of e fund company has the largest share held by institutional investors, up to 550252 billion; Boshi and GF followed, with 479.94 billion and 411798 billion respectively.
The funds of fund companies such as Nanfang, Penghua, CCB, Wells Fargo, ICBC and Credit Suisse also have more than 300 billion fund shares held by institutional investors. The institutional investors of the above fund companies account for more than 40%. In addition, institutional investors of Huaxia, China Merchants, BOC, huitianfu, harvest, BOCOM Schroeder, Societe Generale, Huabao and Ping An fund all hold more than 200 billion shares, and institutional investors account for more than 30%.
Jimin pursues blue chip products
Last year, the A-share market continued the structural market, and the performance of funds with different styles showed significant differentiation. At the same time, the scale of the fund industry continued to show a trend of rapid development. According to statistics, by the end of 2021, the shares held by individual investors in equity and hybrid funds had increased by 800 billion and 2166365 billion respectively compared with the end of 2020.
From the perspective of fund companies, Tianhong fund’s products have the largest share held by individual investors, reaching 935655 billion. E fund and huitianfu fund are the second and third largest fund companies held by individual investors, with 764384 billion shares and 536426 billion shares respectively.
On specific products, the share of individual investors held by the Baijiu liquor index A and Xingquan trend reached 54 billion 45 million and 34 billion 58 million respectively, and the 2 most equity products for individual investors. In addition, the shares of individual investors in many products such as Cathay Pacific China Securities all refers to securities company ETF, e fund blue chip selected hybrid, Huabao China Securities all refers to securities company ETF and Huabao China Securities medical ETF also exceed 20 billion.
It is worth mentioning that funds with excellent performance last year were greatly sought after by individual investors. For example, compared with the end of 2021, the shares held by individual investors increased by 6.687 billion and 3.411 billion respectively.
