With the successive disclosure of the first quarterly report of listed companies, as well as the recent announcements of listed companies' share repurchases and the announcement of the results of fixed increase projects, the latest positions of relevant star fund managers have also been further exposed.
It can be seen from the quarterly report of listed companies that top-notch fund managers such as Zhang Kun, Liu Gesong and Xie Zhiyu have different operations of their products.
As of the end of March, Zhang Kun managed E Fangda Blue Chip Select reduced its holdings in Hikvision by 1 million shares, holding 126 million shares;
The number of shares held by The three funds managed by Liu Gesong, GF Double Engine Upgrade, GF Innovation Upgrade and GF Diversified Emerging Fund, remained unchanged, and Yau Dongrong's Zhonggeng Value Pilot Blend was newly included in the list of the top ten circulating shareholders of the stock;
Xingquan Trend Investment, jointly managed by Tong Lan, Dong Li and Xie Zhiyu, was newly promoted to the top ten circulating shareholders of German Nano in the first quarter, and increased its holdings in Shennan Circuit to 6.4662 million shares;
Fuguo Tianhui Select Growth managed by Zhu Shaoxing, ICBC Credit Suisse Cultural and Sports Industry managed by Yuan Fang, and ICBC Credit Suisse Yuanxing have increased their holdings in Chunfeng Power to varying degrees;
The number of tickets held by Invesco Great Wall Emerging Growth and Invesco Great Wall Dingyi held by Liu Yanchun remained unchanged.
The announcement of the repurchase and the participation of fund companies in the fixed increase issued by listed companies also revealed the latest layout of star fund managers. According to the announcement of Shengjian Environment's repurchase, as of April 13, BOCOM Schroder Trend, managed by Yang Jinjin, preferentially reduced its holding of the stock by 171,100 shares; the repurchase announcement of New Town Holdings showed that The new venture of Dacheng New Frontier Industry managed by Hanchuang was the top ten circulating shareholders of the company, and The Rich Country Tianhui Select Growth Managed by Zhu Shaoxing reduced its holdings in the stock.
In addition, according to the announcement of the fund company's participation in the listed company's fixed increase project, at the end of March, the Ruiyuan growth value jointly managed by Fu Pengbo and Zhu Xuan, the Ruiyuan balanced value managed by Zhao Feng for three years, and the Ruiyuan stable forward allocation managed by Rao Gang for two years, all participated in the Huafeng Chemical private placement project, with a total subscription of 47.0035 million shares. In this certain increase project, there are also 111 million shares of fixed increase shares for the special account products of Ruiyuan Fund. In addition, three products managed by He Shuai, one of the "Three Musketeers of bocom", have also recently participated in the private placement project of Jianlong Micro-Nano, with a subscription number of nearly 500,000 shares.
Zhang Kun, Liu Yanchun, Liu Gesong and other latest positions
On April 18, Zhenxin Technology released the first quarter report of 2022, showing that the three funds of ABC New Energy Theme, ABC Huili Industry 4.0 and ABC Huili Research Selection were its second largest circulating shareholder, the seventh largest circulating shareholder and the eighth largest circulating shareholder, with the number of shares held was 13.7 million shares, 3.234 million shares and 2.816 million shares, and the stock market value was 226 million yuan, 0.53 billion yuan and 0.46 billion yuan, respectively. Although it is still in the ranks of the top ten circulating shareholders, compared with the end of 2021, the three funds have significantly reduced their holdings in the stock, with the number of shares reduced to 10.1441 million shares, 3.7683 million shares and 2.3859 million shares, respectively.
The reduction of these three funds in Zhenxin Technology may have a certain relationship with its market trend. In the first quarter, the stock fell by 25.65%.
It is worth mentioning that the former fund managers of the above three funds are zhao Yi, the "four champions" of the active equity fund in 2020. However, on March 23, Zhao Yi, who has a management scale of more than 40 billion yuan, has officially left the ABC Huili Fund. The theme of new energy managed by ABC Huili was taken over by Xing Junliang, the ABC Huili Industry 4.0 was taken over by Zhang Yan, and the research selection of ABC Huili was taken over by Wei Gang and Chen Fuquan.
On April 16, Hikvision's quarterly report also revealed the holdings of Top Fund Manager Zhang Kun. As of the end of the first quarter, E Fangda Blue Chip Select, which he managed, was still the eighth largest liquid shareholder of Hikvision, holding 126 million shares and holding a market value of 5.166 billion yuan. However, compared with the end of last year, the fund holds 1 million fewer shares of Hikvision.
Although Hikvision's revenue in the first quarter was 16.522 billion yuan, an increase of 18.11% year-on-year, and the net profit attributable to shareholders of listed companies was 22.84 yuan, an increase of 5.29% year-on-year, but from the stock price performance, the stock still fell by 21.64% in the first quarter.
On April 15, HuateDain's first-quarter results announcement also surfaced the positions of Liu Gesong and Qiu Dongrong. The three funds managed by Liu Gesong, GF Double Engine Upgrade, GF Innovation Upgrade and GF Diversified Emerging, are all in the list of its top ten circulating shareholders, and the number of shares held remains unchanged from the previous period. Qiu Dongrong's Zhonggeng Value Pilot Hybrid has also newly entered the list of the top ten circulating shareholders of Huat Dyin, holding 3.3985 million shares. In the same period, the social security fund also chose to increase its holdings in the stock by 360,000 shares, with an increase of 9.76%.
According to the data, Huateda's stock price performance and fundamentals in the first quarter performed well. The company's revenue in the first quarter of 2022 was about 606 million yuan, an increase of 23.74% year-on-year; net profit was about 156 million yuan, an increase of 43.18% year-on-year; basic earnings per share were 0.67 yuan, an increase of 42.55% year-on-year. In terms of market performance, the stock rose by 14.58% in the first quarter.
In addition, Liu Gesong still insisted on Jianfan Creatures. The four funds under its management, GF Double Engine Upgrade, GF Innovation Upgrade, GF Small Cap Growth and GF Technology Pioneer, hold a total of 42.6784 million shares of Jianfan Biotech, ranking the third, fourth, fifth and sixth largest circulating shareholders respectively.
The quarterly reports of individual stocks such as German Nano and Chunfeng Power were also released on April 15. According to the first quarterly report of German Nano, Xingquan Trend Investment managed by Xie Zhiyu has newly entered the fourth largest circulating shareholder of the stock. As of the end of the first quarter, the fund held 1.089 million shares of German Nano, with a market value of 619 million yuan.
Xie Zhiyu also increased his holdings of domestic PCB (printed circuit board) leader - Shennan Circuit. In the list of the company's top ten circulating shareholders, Xingquan Trend Investment, jointly managed by Tong Lan, Dong Li and Xie Zhiyu, is still its third largest circulating shareholder. As of the end of March, the fund held 6.4662 million shares of Shennan Circuit, an increase of 3.8165 million shares from the end of last year, with a total stock market value of nearly 600 million.
According to the first quarterly report of 2022 released by Chunfeng Power, Fuguo Tianhui Select Growth managed by Zhu Shaoxing increased its holdings by Chunfeng Power by 99,100 shares, holding 2.08 million shares, compared with the end of last year, it increased its holdings by 991,600 shares, with a stock market value of about 211 million yuan, ranking the 9th largest circulating shareholder. In the same period, ICBC Credit Suisse Cultural and Sports Industry and ICBC Credit Suisse Yuanxing, managed by Yuan Fang, also increased their positions to varying degrees, ranking the eighth and tenth largest circulating shareholders.
On April 12, Haida Group's first quarterly report showed that Invesco Great Wall Emerging Growth and Invesco Great Wall Dingyi managed by Liu Yanchun were its third largest circulating shareholders and the fifth largest circulating shareholders, with 42.9999 million shares and 15.9999 million shares respectively. Compared with the end of last year, the number of shares held by the two funds in Haida Group remained unchanged.
During the same period, Dongfang Hong Qi heng, managed by Zhang Feng, general manager and chief investment officer of Orient Securities Asset Management, held the sixth largest circulating shareholder of Haida Group for three years, with a number of shares held by 11.8149 million shares. However, in the first quarter, Zhang Feng reduced his holdings in the stock, and the number of shares he reduced was 1.6743 million shares.
Repurchases and fixed increases expose the position movements of star fund managers
Recently, the repurchase announcement issued by listed companies also revealed the latest layout of public fund managers.
On April 16, Shengjian Environment announced the shareholding of the top ten shareholders and the top ten shareholders with unlimited sale conditions in the repurchase of shares. According to the announcement, as of April 13, BOCOM Schroder Trends, managed by Yang Jinjin, was its fourth largest circulating shareholder, holding 1.9502 million shares, a decrease of 171,100 shares from the end of last year. In the first quarter, the stock fell nearly 40%.
According to the repurchase announcement of New Town Holdings on April 9, as of March 30, Dacheng New Cutting-edge Industry managed by Hanchuang and Fuguo Tianhui Select Growth managed by Zhu Shaoxing held 8.9337 million shares and 8 million shares of the company's shares, respectively. Among them, Dentons Emerging Industry is the company's top ten new circulating shareholders, and Fuguo Tianhui Select Growth has reduced its holdings in this stock.
According to the announcement that the products of the public fund participated in the fixed increase project of the listed company, at the end of March, the Ruiyuan growth value jointly managed by Fu Pengbo and Zhu Xuan, the Ruiyuan balanced value managed by Zhao Feng for three years, and the Ruiyuan stable progressive allocation managed by Rao Gang for two years were held, all of which participated in the Huafeng Chemical private placement project, and subscribed for 5.8754 million shares, 35.2527 million shares and 5.8754 million shares respectively, with a total subscription of 47.0035 million shares.
According to the announcement, Ruiyuan Fund subscribed a total of 158.2609 million shares of Huafeng Chemical. In addition to the above three public funds, there are 111 million shares of fixed increase shares for the special account products of Ruiyuan Fund.
On April 7, BOCOM Schroder Fund announced that HE Shuai, one of the "Three Musketeers of BOCOM", managed the BOCOM Schroder Alpha Core, BOCOM Schroder Advantage Industry, and BOCOM Schroder's continuous growth theme, all participating in the directional issuance project of Jianlong Weina, with subscriptions reaching 191,000 shares, 127,300 shares and 127,300 shares respectively.
This article originated from the Financial Associated Press