The disclosure of the third quarterly report of listed companies has come to an end, and the latest positions of private equity tycoons have all surfaced. In the volatile third quarter of the A-share market, private equity funds were busy adjusting their positions and changing shares.
Deng Xiaofeng reduced his holdings in a number of resource stocks, but increased his holdings in Zijin Mining and new to Oriental Wealth and Shunxin Agriculture; Feng Liu increased his holdings in Sany Heavy Industry and New Wen's shares, but reduced his holdings in Ziguang Guowei and Western Superconductor; Zhengxingu Capital, helmed by Lin Lijun, was in Jiacang Resource Stocks and Chemical Stocks; Qiu Guogen's Chongyang Investment added warehouses to move far away from communications, reduced his holdings in SDIC Power, Ningquan Assets founded by Yang Dong to enter Huazi Technology, Lin Peng's Harmony Huiyi New Into Shiji Information, and 100 billion private equity Jinglin assets to reduce their holdings in Dahua shares.
Deng Xiaofeng has newly entered Oriental Wealth and Shunxin Agriculture
In the third quarter of this year, Deng Xiaofeng, chief investment officer of Gao Yi Asset Management, significantly increased his holdings in the mining leader Zijin Mining, Gao Yi Xiaofeng No. 2 Letter Fund, Gao Yi-Xiaofeng No. 1 Ruiyuan Securities Investment Fund, and Gao Yi Xiaofeng Hongyuan Collective Fund Trust Plan held a total of 920 million shares, with a stock market value of 9.284 billion yuan at the end of the period.
At the same time, he has newly entered the "coupon Mao" Oriental Wealth, and the third quarterly report shows that the foreign trade trust - Gao Yi Xiaofeng Hongyuan Collective Fund Trust Plan holds 49.0185 million shares, and the market value of the stock held at the end of the period is as high as 1.685 billion yuan, ranking the position of the ninth largest circulating shareholder. It also newly entered Great Wall Motor, holding 11.5022 million shares, with a stock market value of 605 million yuan at the end of the period; the new Shunxin Agriculture, two products, held 22.7105 million shares, and the end-of-period stock market value was 802 million yuan.
In addition, the products managed by Deng Xiaofeng have also newly entered the list of the top ten circulating shareholders of listed companies such as Haoneng Shares, Xianju Pharmaceutical, Tebao Biological, Times Electric, Shanhe Pharmaceutical Auxiliary, Huayang Group and so on.
However, Deng Xiaofeng reduced his holdings in tin shares, Western Mining, etc. hidden in resource stocks, and his products withdrew from the top ten circulating shareholders, and also reduced their tin shares; reduced their holdings in the printer encryption SoC chip design company Ninestar.
Feng Liuchao's more than 40 billion positions were exposed
Large-scale increase in Sany Heavy Industry, new into Wen's shares
According to the data disclosed in the third quarterly report, the Gaoyi Linshan No. 1 Yuanwang Fund managed by Feng Liu, managed by Feng Liu, managed by Gao Yi Asset Management, appeared in the list of the top ten circulating shareholders of 31 listed companies in the third quarter of this year, with a total stock market value of about 44.2 billion yuan.
Specifically, Feng Liu's first largest heavy stock is still the security leader Hikvision, holding 215 million shares, keeping the stock holding unchanged, and the market value of the stock held at the end of the period was as high as 11.825 billion yuan; at the same time, he increased his holdings by Sany Heavy Industry by 150 million shares, the number of shares held increased to 200 million shares, and the stock market value reached 5.088 billion yuan; in addition, he also increased his holdings of Hengli Hydraulics, holding 50 million shares and holding a market value of 4.229 billion yuan.
In addition to a few heavy stocks, Feng Liu's positions also had many new highlights in the third quarter of this year, such as Gao Yi Linshan No. 1 Yuanwang Fund, which has newly entered the large pharmaceutical retail enterprise Dashanlin, holding 35 million shares, and the market value of the holdings at the end of the period was 1.484 billion yuan, ranking the fourth largest circulating shareholder. It also bought the shares of Wen's pig leader against the market, holding 71.5 million shares, with a market value of 1.035 billion yuan at the end of the period.
In addition, he also entered Tianshan Aluminum, holding 100 million shares, with a stock market value of 966 million yuan at the end of the period; he also entered the top ten circulating shareholders of listed companies such as SINBON Pharmaceutical, Changhong Technology, Huamao Logistics, Yifeng Pharmacy, and Xiangdian Shares. Feng Liu's targets include China Resources Sanjiu, Magmit, and Nanwei Medicine.
However, he reduced his holdings in the chip semiconductor industry, significantly reducing his holdings by 10.8 million shares, and the number of shares held at the end of the period fell to 18 million shares, with a stock market value of 3.722 billion yuan. It also reduced its holdings in Western Superconductor and withdrew from the list of the top ten circulating shareholders of listed companies such as Bloomage Biology, Qingsong Shares, and Fenghua Hi-Tech.
Zhengxin Valley has increased its position in resource stocks and chemical stocks
Zhengxin Valley Capital, which is at the helm of Lin Lijun, actively increased its position in resource products and cyclical stocks in the third quarter of this year, and its four products held a total of 66.924 million shares of Yun Aluminum shares, with a market value of 992 million yuan at the end of the period. At the same time, it also newly entered Shenhuo shares, holding 21.937 million shares, with a market value of 244 million yuan at the end of the period; fangda carbon, a new graphite electrode leader, held 16.8362 million shares, and the market value of the holdings at the end of the period was 171 million yuan.
Zhengxin Valley has greatly increased its position in chemical stocks, and newly entered Zhongyan Chemical, with a total of 19.3942 million shares held by its three products, and the stock market value at the end of the third quarter was 434 million yuan. I also bought Sanyou Chemical, Huachang Chemical, Zhongtai Chemical, etc.
It is worth mentioning that zhengxin valley's 5 products have newly entered the silicone new material enterprise Chenguang New Material, holding a total of 6.056 million shares, with a stock market value of 219 million yuan at the end of the period; in addition, Ma Yinglong, a new company in the healthcare industry, but the number of shares held is only 3.4305 million shares;
Chongyang investment increased the position of yuanyuan communications, and reduced the holding of SDIC power
Chongyang Investment, helmed by private equity tycoon Qiu Guogen, entered the list of the top ten circulating shareholders of the global cellular communication module leader Quectel Communications in the third quarter of this year, and its three funds of Chongyang Strategic Juzhi, Yingzhi and Caizhi held a total of 5.7275 million shares, with a stock market value of 930 million yuan at the end of the period.
In addition, Chongyang Investment increased its holdings in Xinhecheng, holding a total of 69.8596 million shares, with a market value of 1.877 billion yuan at the end of the third quarter; it also increased its holdings in Ruiming Technology and Excellent New Energy.
However, Chongyang Investment reduced its holdings in SDIC Power, and its product shareholding fell to 2.01 shares, with a market value of 2.426 billion yuan at the end of the period. Shanghai Jahwa remains unchanged.
Ningquan new into China since science and technology, harmony hui a new into the stone foundation information
100 billion private equity Jinglin assets reduced their holdings in Dahua shares
Ningquan Assets, which was established after Yang Dong, the former general manager of Xingquan Fund, was established after "running privately", also had a number of heavy stocks exposed in the third quarter of this year, including the new Huazi Technology, whose two products held a total of 4.533 million shares, with a stock market value of about 96 million yuan at the end of the period; the company's main business is water conservancy and hydropower automation systems, power distribution protection and automation systems, water treatment and other industrial automation systems.
In addition, Ningquan Assets also newly entered Aojiahua and Jianbang Technology, and increased its holdings in Zhongxin Group. However, it reduced its holdings in Huaneng Hydropower and remained unchanged in daya Shengxiang.
In the third quarter of this year, The assets of Harmony Huiyi, founded by Lin Peng, entered Huayu Automobile, holding 12.9293 million shares, with a stock market value of 295 million yuan at the end of the period; at the same time, it also entered the leading shiji information of the hotel management software, holding 11.5728 million shares, with a market value of 295 million yuan at the end of the period.
In the third quarter of this year, 100 billion private equity Jinglin Assets reduced its holdings in security stock Dahua shares, reducing its shareholding to 26.0965 million shares, with a market value of 619 million yuan at the end of the period; it is worth noting that the fund managed by Feng Liu completely withdrew from the top ten circulating shareholders of Dahua shares.
In addition, Jinglin Assets newly entered the intelligent audio SoC chip design enterprise Hengxuan Technology, the two products bought a total of 825,500 shares, but also newly entered Jiangsu Leili, holding 1.4834 million shares, the company is mainly engaged in household appliances micro-motors and intelligent components research and development, production and sales.
This article originated from China Fund News