In the first quarter, the market shock intensified and the new development fund was depressed. The fund consignment list allowed institutions and investors to see the competition pattern of the fund sales industry.
On April 29, the list of the top 100 sales holding scale of public funds issued by the China Foundation Association (hereinafter referred to as the "list of the top 100 fund consignment sales") showed that in the first quarter of 2022, the total holding scale of "stocks + mixed public funds" was 5.9087 trillion yuan, down 8.55% month on month; The total number of "non money market public funds" was 7.8841 trillion yuan, down 5.31% month on month.
In the first quarter of this year, the competition in the fund sales industry was more intense. The reporter of Securities Daily combed the list of the top 100 fund consignment institutions and found that among the 100 consignment institutions, securities companies accounted for 51 in the first quarter of 2022, an increase of 5 compared with the fourth quarter of last year; Banks accounted for 26, down 5 from the fourth quarter of last year; Independent fund sales institutions accounted for 21, flat compared with the fourth quarter of last year; There were 2 insurance and agency institutions, the same as that in the fourth quarter of last year.
List of securities companies: p align = "center" prepared by: Zhou Shangyang
In terms of scale and proportion, among the "stock + mixed public fund holding scale" on the top 100 list, the holding scale of securities companies totaled 1136.6 billion yuan in the first quarter of 2022, with a month on month increase of 21.02% and the proportion increased to 19.24%. The holding scale of securities companies increased by 19.4 billion yuan compared with the fourth quarter of last year. Among them, Huatai Securities Co.Ltd(601688) surpassed Citic Securities Company Limited(600030) for the first time since the first announcement of the top 100 list last year, becoming the "first brother of consignment" of securities companies.
Bank list: p align = "center" prepared by: Zhou Shangyao
The total scale of bank ownership was 3.2469 trillion yuan, down 14.24% month on month, accounting for 54.95%, a decrease of 539.2 billion yuan compared with the fourth quarter of last year; The total size of independent fund sales institutions was 1.4883 trillion yuan, down 12.62% month on month, accounting for 25.19%, a decrease of 156 billion yuan compared with the fourth quarter of last year; The scale of insurance and agency institutions was 36.9 billion yuan, an increase of 4.5 billion yuan over the fourth quarter of last year.
List of independent fund sales institutions: p align = "center" prepared by: Zhou Shangyang
In the "holding scale of non money market public funds", in the first quarter of 2022, the holding scale of securities companies was 1.2473 trillion yuan, an increase of 22.8% month on month, an increase of 231.6 billion yuan over the fourth quarter of last year, accounting for 15.82%. The holding scale of Huatai Securities Co.Ltd(601688) and Citic Securities Company Limited(600030) was 131.6 billion yuan; The total scale of bank ownership was 3.8448 trillion yuan, accounting for 48.77%, a decrease of 550.4 billion yuan compared with the fourth quarter of last year. The scale of independent fund sales institutions was 2.7477 trillion yuan, accounting for 34.85%, a decrease of 129.2 billion yuan compared with the fourth quarter of last year. The scale of insurance and agency institutions was 44.3 billion yuan, an increase of 5.9 billion yuan over the fourth quarter of last year.
List of top 100 fund sales agents p align = "center" prepared by: Zhou Shangyang
