Before the fund's third quarter was fully disclosed, Long-distance Runner Dong Chengfei quietly ended the curtain, stepping down as its director of Xingquan Trend and Xingxin Vision. However, from the official website of Xingquan Fund, Dong Chengfei still serves as the deputy general manager of the company.
Since the end of 2017, Dong Chengfei has begun to hold Sanan Optoelectronics in a heavy position, but unfortunately, the fall in 2018 is unbearable. As of September 30, 2021, the two funds held a total of about 155 million shares of Sanan Optoelectronics, with a position of about 5.1 billion. When the quarterly report is reported, the investors of Sanan Optoelectronics should keep an eye on Dong Chengfei's position to see if there is a major change.
However, after Dong Chengfei stepped down, the largest holder of Sanan Optoelectronics also became Dong Chengfei's successor Xie Zhiyu. In the past, the retail households of Sanan Optoelectronics looked at the institution, the institution looked at Xingquan, and the Xingquan looked at Dong Chengfei, and now they have to look at Xie Zhiyu.
In the third quarter, Xingquan continued to buy up Sanan Optoelectronics, ranking first in the proportion of net positions.
As of the end of the third quarter, there were 75 funds holding Sanan Optoelectronics, which was significantly lower than the 515 in the second quarter, but most of them were only accompanied.
The 75 funds have a total position of 580 million shares, while the Xingquan Fund holds 280 million shares, and almost 50% of the chips are in the hands of Xingquan, distributed among the 16 funds of Xingquan.
Since Dong Chengfei stepped down from Xingquan and handed over to Xie Zhiyu to manage, according to the total number of funds he manages, he has held a total of 190 million shares of Sanan Optoelectronics, that is, a market value of 6 billion.
However, Xie Zhiyu's repositioning range is much more frequent than Dong Chengfei's, which is not a very good thing for investors who hold it for a long time. From the perspective of Xie Zhiyu's two main holding funds Xingquan Herun and Xingquan Heyi, mainly from 2018 to participate, with the help of a wave of rebound in the first quarter of 2019 to clear the position, it should be a meat cutting appearance. But this time Lao Xie killed in, sweeping 67 million shares in the third quarter of this year, a total of 2.1 billion can not run in, I don't know how long it can last.
According to Oriental Wealth data, the institutional participation of the stock is 40% higher, which is completely controlled, so it also causes The stock price trend of Sanan to fluctuate greatly.
Note: The above data is only based on third-party data platforms and does not constitute any investment advice