Investment, such as Caesar, "black pepper" fund shares involved in 1662 accounted for 8 percent the total number of A shares
■ trainee newspaper reporter Sui Wenjing
60 mutual fund companies in the 656 Fund (A / B combined) annual report 2010, published in full before completion. Annual Fund-specific information on all positions to market concerns. But if you want to see some investment ideas come from, really depressed home.
"Securities Daily" Weekly According to WIND IT Fund statistics show that as of late last year, the Fund involved a total of 1,662 shares, accounting for all A shares in Shanghai and Shenzhen over the same period of 81.51%. Last year, the fund's holdings 1520, accounting for all A shares in Shanghai and Shenzhen over the same period of 81.41%. The end of the year in 2009, this ratio is 77.28%. Recommended Reading Forum closed investment firm based weekly summary
· investment value of the traditional closed ranks based betting ST Yawei Jian-Bo Sun brokerage banks are making money stock fund independent Christian Democratic Deficit QFII holdings doubled fine Lunjijinwei stability behind the * ST: two After throwing down limit state pharmaceutical Shuanghui billion IPO to be the absolute number of private equity funds ahead of potential control disk 27 stock holdings of 581 [and hearing that] when the fund manager needs to Han reported data compared with last year, a total of 581 stocks gain Fund Masukura, 816 stocks suffered varying degrees of reduction of the Fund, of which 1.626 billion of ICBC shares hit Fund to lighten up, lighten up the fund the largest number of shares of a stock. In addition, 264 shares to the Fund's stock selection budding pool.
"Securities Daily" Weekly According to WIND IT Fund statistics show that the proportion of funds holding more than 20% of the total float caps total of 326 shares, accounting for 19.61% of total holdings. Among them, the funds control more than 27 stocks 50% of the chips, Er-song acoustic (002,241, stock it) are 22 mutual fund companies to fund a total of 48 positions 7,021.24 million shares, total shares outstanding shares of 78.01 percent, the fund holds one of the heaviest stock chip stocks.
Fund shares involved in 1662
Ping (601,318, stock it) continued margin funds favorites
WIND IT data show that the end of 2010, the Fund held a total of 1662 stocks, compared with the 1520 mid-year stock increase of 9.34%. Heavily loaded with 790 stocks, compared with last year of Disclosure in 17.56% of the growth data.
"Securities Daily" Weekly Fund Position Funds from the perspective that the top ten positions in the stocks only funds are the Ping, Maotai (600,519, stock it), Wuliangye (000,858, stock it), Conch Cement, China Merchants Bank, China CPIC, Luan ring can, Suning Appliance (002024, stock it), Jiangxi Copper and Vanke A, 2010 end of the year were 297, 216, 214, 207, 202, 195, 191, 187, 185 and 181 fund positions.
In addition to these 10 stocks, the number of positions the Fund well over 100 of the 59 stocks, he incurs more than one hundred positions in stocks the Fund a total of 69, and last year reported data disclosed the number 53 position in the Fund shares in more than 100 30.19% in volume growth.
In addition, there are 153 stocks divided by a fund positions, which accounted for stock float caps fund holding more than 5% of the stock has five specific view are Bao Xin Technology (002,514, stock it), days Zhou culture, wood steel sheet, ST Tang Tao and Chang-red technology, the five stocks were ICBC Credit Suisse Enhanced Yield A, Bauhinia enhance earnings AB, the investment JP Morgan China Advantage (375,010, fund it), China Universal Equilibrium Growth ( 519018, fund it), and the livelihood of Canadian blue-chip brands of silver (690,001, fund it) position, float caps holding companies accounted for 8.3%, 7.79%, 7.29%, 5.68% and 5%.
Jiacang 581 stocks
Fund stock selection pool-coming 264
"Securities Daily" Weekly Fund organize data according to WIND IT found that compared with last year reported data, a total of 581 stocks from the Fund Masukura, accounting for 34.96%. Among them, the Fund semi-annual Masukura Vanke A 11.66 million shares, making the stock the most Masukura become a stock fund. In addition to Vanke A, the half-year there were more funds Masukura Golden Group, China's heavy industry, Poly Real Estate and Gezhouba, respectively, 427 million shares by the Fund Masukura, 3.96 million shares, 3.46 million shares and 3.39 million shares.
In contrast, the annual report data show that 816 stocks hit Fund semi-annual reduction of varying degrees, of which 1.626 billion of ICBC shares hit Fund to lighten up, compared with last year reported data is semi-annual maximum number of shares by the Fund to lighten up a stocks. In addition, lighten up more shares by the Fund also Minsheng Bank, Bank of Communications, GD Power, Shanghai Pudong Development Bank and China Merchants Bank, the half-year were 708 million shares by the Fund to lighten up, 7.03 million shares and 6.55 million shares, 5.4 million shares and 537 million shares.
It should be noted that the second half of last year, a total of 264 shares of the stock pool of new entrants to the Fund. 171 which has just been listed only for the second half of the new shares, accounting for 64.77%. To the number of shares of view, new blood stocks, funds holding more mainly the Agricultural Bank, China Everbright Bank, Ningbo Port, Hainan and other rubber and Zheng five coal stocks, the stocks were 1.869 billion shares held by the Fund , 7.27 million shares, 2.22 million shares, 8658.84 million and 5075.79 million shares, each listed company float caps for 12.19%, 18.16%, 11.08%, 20.03% and 36.26%.
27 stocks charged plate over 50%
48 funds were holding 78% of the Er-song acoustic
"Securities Daily" Weekly According to WIND IT Fund statistics show that the proportion of funds holding more than 20% of the total float caps total of 326 shares, accounting for 19.61% of total holdings. Among them, the funds control more than 27 stocks 50% of the chips, Er-song acoustic was 22 mutual fund companies to fund a total of 48 positions 7,021.24 million shares, total shares outstanding shares of 78.01 percent, is the most important fund holds the stock chip of a stock.
Specific view, Bo, when selected, and advantages of the two funds were held by Chinese stock 659.13 million and 638.81 million shares, market shares were 3.6 billion yuan and 349 million yuan, holding the proportion of tradable shares accounted for 7.32% and 7.1%. It is worth noting, Bo, when the annual reports of selected data, the only fund-coming position in the second half of Er-song acoustic, semi-annual growth of Chinese shares edge change data show that in the second half, the only fund holdings of Er-song acoustic 410.68 million shares.
Department 10 funds Cathay Sheng Bao Tuan * ST Engineering
Warburg Multi-strategy positions 5 ST Unit
"Securities Daily" Weekly Finishing Fund released the latest annual report of the 2010 fund data, fund emboldened, and a total of 41 of the 159 mutual fund companies took aim at 27 ST fund shares, which also includes 15 only "Phi Star" shares. It is worth noting that one of the 13 new ST shares is the Fund's stock selection in the second half the pool.
Among them, a large number of fund holdings are mainly working Sheng * ST, ST Tung Yuen, * ST South, * ST, Kinmen and Matsu, * ST Xin new, ST and * ST Changhe Huitong other seven stocks were 25 , 17, 14, 14, 13, 11 and 10 positions in the Fund, the total number of holdings were 4,761.59 million shares, 3,631.44 shares, 2,790.5 million shares, 1,566.26 shares, 3299.61 million, 973.73 million and 3,388.25 million shares, representing 4.45% of the company's float caps, 17.25%, 16.78%, 16.31%, 10.5%, 17.6%, 2.37% and 11.28%.
It is worth noting that the annual report data show that CPA fund companies involved in a total of 12 ST shares of the Fund, which funds 10 workers assemble at * ST Sheng is more than just fund its Baotuan ST shares the most significant position of a fund company.
"Securities Daily" Weekly Fund noted that in the 41 fund companies involved in ST stocks in China, and Fortune SGAM two mutual fund companies were 8 and 6 10 ST shares held by the Fund, is a favorite adventure The two funds. Which, by the helm of the Chinese market and Yawei Chinese policy positions of two funds involved in the four ST shares, of which only the second half of the 3 positions in shares of new entrants, and the first half of ST Changhe of the Chinese market positions and then last year we featured half of the stock holdings of 201.06 million shares. Specific view, the Chinese market positions were selected Songliao ST, ST Changhe, * ST * ST Mountain Zhang Jiao shares and 181.96 million shares, 400 shares, 450 million and 1,100.25 million shares, accounting for 0.81 shares float caps %, 0.98%, 2.42% and 2.41%; and selection of Chinese policy positions, respectively, * ST * ST Mountain Zhang Jiao shares and 200.82 million and 500.05 million shares, the proportion of shares float caps accounted for 1.08% and 1.09%.
From the perspective that a single fund, Fortune SGAM Global (340,006, fund it) mutual fund companies in the Fortune SGAM ST multi-strategy fund is involved in the largest shares of a fund, a total of five positions in the ST shares, including three "Phi Star" shares. It seems 5 ST shares were specific, ST long letter, ST Luoyang Glass, * ST dragons, * ST * ST South, and Pioneer.
"Securities Daily" Weekly Journal of the Fund Annual Report 2009 and 2010 mid-year report, and find that when the end of 2009, a total of 102 fund shares involved in the 25 ST; and June 30, 2010, a total of 143 shares of the Fund positions 30 ST . ST from the investment fund in terms of only a few, "special handling" shares of the Fund's influence on the rise.
