What are the funds of Wang Yawei's head? How can I find out the stocks held by his fund?

Wang Yawei's password for holding shares in the third quarter, with 7 stocks in heavy positions

Wang Yawei's password for holding shares in the third quarter)

This week, Huaxia Fund released its third quarter report, and Wang Yawei once again became the focus of attention, and its position has undergone major changes. Four new stocks, Pien Tze Huang (6436), China Construction Bank (61939), Xinghu Science and Technology (6866) and Chongqing Development (514), have been added to Huaxia Market Select Fund, and two new stocks, Hainan Haiyao (566) and Shahe (14), have been added to Huaxia Strategy Fund.

in addition to the top ten heavy stocks in Wang Yawei, among the tradable shareholders of listed companies in the two cities in the third quarter, the author also found many new stocks that Wang Yawei intervened in the third quarter. Although these stocks were not included in the top ten heavy stocks, they were also concerned by Wang Yawei in terms of positions. So what is the password of Wang Yawei's shareholding in the third quarter? Let's find out in this issue.

As of the third quarterly report published on October 28th, the author found that Huaxia Fund appeared among the top ten tradable shareholders with 35 stocks. Among these 35 stocks, except those that have already appeared in the top ten heavyweight stocks, the author classified Wang Yawei's fund actions into four categories, first of all, the newly opened positions, including Digital Source Technology, Tianbao Infrastructure (965) and Wanwei High-tech (965).

the second category is the stocks that have increased their positions compared with the second quarter, namely Lijiang Tourism (233), Beiba Media (6386), Zhaowei Technology (6658), Hangzhou Jiebai (6814), Radio and Television Network (6831), Guangzhou Steel (6894) and Sinoma International.

the third category is the stocks that have not changed since the second quarter, including Emeishan A(888), avic seiki (213) and Jilin sengong (6189).

the last category is stocks that have reduced their positions or completely withdrawn from the top ten tradable shareholders of the stock compared with the second quarter. They are Meijin Energy (723), Guitang (833), Tianshan (877), tianbao shares (222), Tielong Logistics (6125), Le Kai Film (6135), Great Wall Electric (6192) and Zhejiang Sunshine (6262).

Through the above statistics, we can find that the turnover rate of two funds under Wang Yawei is very high, but the holding time of a certain stock is only three months, such as Guitang shares. Wang Yawei led two funds to buy about 4.5 million shares in the second quarter, but in the third quarter, these two funds have disappeared. From the K-line chart, Guitang shares increased by 44.97% from July 1 to August 12, 29, and then.

In addition, it is also popular in the market to keep up with Wang Yawei. For example, Kunming Pharmaceutical has soared due to the Wang Yawei effect. In addition, Hite Hi-tech also hit a record high this week due to Wang Yawei's Masukura. So is it true that all the stocks involved by Wang Yawei will be hyped? I don't think so. For example, in Six Countries Chemical, two funds in Wang Yawei intervened in 5,999,9 shares and 2,499,9 shares in the third quarter. Judging from the weighted average price, the cost of Wang Yawei may be around 1.88 yuan, but the stock only fluctuates around this price. Another example is Jilin Forest Industry. In the second quarter, Wang Yawei opened 5,9,9 shares and increased 3,9,5 shares. However, the third quarterly report of Jilin Forest Industry shows that the two funds in Wang Yawei still hold so many shares, which have not increased or decreased, and the stock prices are also running in a fixed box.

Therefore, not all stocks with the concept of Wang Yawei have soared. And the author also guesses whether the speculation time of these stocks is not mature. Wang Yawei's intervention naturally has his reasons. For small and medium-sized investors like me, are those Wang Yawei concept stocks that have not soared worthy of attention? (Financial management for a week)

What stocks do star fund managers buy?

because of their unique market appeal, star fund managers' every move directly affects the direction of stock selection of retail investors. The third quarterly report shows that Wang Yawei is keen on medicine, while Sun Jiandong, who belongs to Huaxia, has a special liking for banks.

Wang Yawei, manager of Huaxia Market and Huaxia Strategic Fund:

Due to the unsatisfactory stock market in the third quarter, Wang Yawei adjusted the offensive and defensive positions of the fund he was in charge of, and the position of Huaxia Market increased from 85.41% to 89.28%, while the position of Huaxia Strategic Fund decreased from 75.3% to 68.64%, a decrease of 6.66%. Wang Yawei clearly showed its preference for pharmaceutical stocks, and increased its positions in pharmaceuticals and biological products to 12.66%, an increase of 1.71 percentage points over the previous quarter. Another Huaxia strategy selection in charge of it also increased its holdings in the pharmaceutical and biological products industries by a large proportion. From the perspective of shareholding, among the top 1 positions of the two funds in the third quarterly report, there are 7 stocks including Guoyang Xinneng (6348), Zhongheng Group (6252), Pien Tze Huang, China Construction Bank, Chongqing Development, China Unicom (65) and Sinoma International.

Sun Jiandong, manager of Huaxia Fuxing and Huaxia Dividend Fund:

Sun Jiandong manages two funds, Huaxia Fuxing and Huaxia Dividend. In the ranking of the first three quarters of this year, Huaxia Fuxing has always been in the first echelon, and it is the best fund in the Huaxia Department. Sun Jiandong put forward a reverse investment strategy in the quarterly report, and proposed to earn money from trend investors. He believes that in the future, macroeconomic policies will transition to a "camera choice" position, and stock investment strategies should also transition to reverse investment.

Wang Weidong, manager of Xinhua Preferred Growth Fund:

This fund is also the champion of long-distance running in the first three quarters of this year. Wang Weidong has 16 years of experience. However, the net value of Xinhua Preferred Growth in the third quarter only increased by 2.66%. It has not been squeezed out of the top ten in the fund performance list this year, which stems from the solid foundation in the first and second quarters. In the third quarterly report, Wang Weidong frankly underestimated the rapid decline of the market in August, and the adjustment was not strong enough. Regarding the market outlook, Wang Weidong is optimistic that with the improvement of corporate profits in the fourth quarter, the market will regain its upward momentum, and the investment strategy will shift from defense to attack to prepare for the cross-year market.

Wang Xiaoming, manager of Societe Generale Trend Fund:

Wang Xiaoming is an established star, and the growth rate of Societe Generale Trend Fund managed by him exceeds 5%; Five of his top ten positions are new faces, and his investment strategy tends to be defensive. Vanke A(2), China Railway (6139), Industrial and Commercial Bank of China (61398), baoshan iron & steel (619) and China Unicom among the top ten heavyweight stocks in the second quarter were abandoned, and new ones were ZTE (63), Hengrui Pharma (6276) and Shuanghui Development (895). (beijing daily messenger)

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The netizen in Bengbu City, Anhui Province, on the 2nd floor of the financial sector published it at 21: 3 on November 2, 29

Wang Yawei is not your ancestor, promoting why his stocks have reached the top, and trying to fool retail investors into taking over, there is no way! ! ! ! ! !

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Published by netizens in Zhanjiang City, Guangdong Province on the 3rd floor, 29-11-3 6:29

Why is Wang Yawei so' anxious' recently? Is there a problem with the capital chain? Before the collapse of Southern Securities, there was a similar situation. They tried their best to exaggerate their abilities and were eager to recover their losses in a short time. As a result, they suffered a huge loss of more than 1 billion yuan. As a result, China's current strength may not be as good as that of Southern Securities in those years. If Wang Yawei continues to go against the trend like this, Huaxia Fund may really be running out of time, and its citizens should keep a little more eye-catching. -authentic' entrust' message

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Published by netizens in Huangshan City, Anhui Province, 4th floor, 29-11-25 5:54

Why is your poor performance so high?

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