RecentlyBestroulettebetcombinationsA number of 10 billion fund managers' positions were exposed, and some consumer stocks were frequently adjusted by these fund managers.BestroulettebetcombinationsOf the targets, such as Yili shares (600887) and Wangfujing (600859), respectively, Zhang Kun's funds have been continuously increased, and Lin Yingrui's funds have been continuously reduced.
In addition, the Xingquan business model of housewarming management selects the top 10 circulation shareholders of Xinjin Bull Group, the selected growth of Fuguo Tianhui (161005) managed by Zhu Shaoxing, and the Huitianfu consumer industry managed by Hu Xinwei have all become the top 10 circulation shareholders of Qianwei Central Chef.
Zhang Kun continuously increased his position in Yili shares.
With the active performance of real estate policy and the secondary market, the market has strong expectations for the logic of recovery, and then looks forward to consumer investment under this logic. From the perspective of public offering, some 10 billion fund managers have recently frequently adjusted their positions in consumer stocks.
A typical example is Zhang Kun and Lin Yingrui, two 10 billion fund managers who have recently adjusted their positions from different categories and may also reflect consumer investment expectations under different business patterns.
Since May, Yili shares have announced the latest top ten tradable shareholders twice in a row. In the two statistical lists, the blue chip selections managed by Zhang Kun have increased their positions on the basis of the previous one. Statistics as of April 29th show that Yifangda Blue Chip has 5700 of Yili shares.Bestroulettebetcombinations.01 million shares, as of May 10, increased to 5720Bestroulettebetcombinations.01 million shares.
In the first quarter report of this year, Yi Fangda blue chip selected stock position was 94.38%, down 0.06% from the previous month. Although it is a high position, at least there is still a certain cash position, and whether there will be incremental capital allocation is not known for the time being. From the attitude of fund managers, this period of time is firmly long in the dairy industry.
The value of Guangfa managed by Lin Yingrui leads the mix, and Guangfa Ruiyi takes the lead. Since the first quarter of this year, it has reduced its position in Wangfujing for three consecutive times. Guangfa value lead began to reduce its holdings in the fourth quarter of last year. In the first quarter of this year, both the two funds began to reduce their holdings, and then continued to reduce their holdings in Wangfujing on April 19 and May 9. According to the latest holdings, Guangfa value leading hybrid and Guangfa Ruiyi leading hybrid hold 14.1267 million shares and 11.3453 million shares respectively.
Consumer segment is worthy of attention.
In addition to consumer segments such as beverages and shopping malls, there are also some consumer segments worth paying attention to, such as the Bulls Group in the field of electrical products and Qianwei central chefs in the field of prefabricated dishes.
The Bulls Group is more favored by Xingquan Fund. As of April 25, three of the company's top 10 circulating shareholders have been occupied by Xingquan Fund, namely Xingquan Herun, Xingquan Heyi and Xingquan business model. The first two funds, both managed by Xie Zhiyu, remained unchanged until April 25 after a reduction in their holdings at the end of the first quarter.
The best mix of Xingquan business model is a fund managed by housewarming. According to Wind statistics, the size of all funds managed by housewarming was 23.921 billion yuan at the end of the first quarter of this year, and it is also a 10 billion fund manager. From the Bulls Group's latest disclosure of the top ten shareholders in circulation, the Xingquan business model of housewarming is preferred for mixed new entrants, holding 1.8198 million shares.
As a partial stock mixed fund, Xingquan business model preferably mixed statistics stock position 92.45% at the end of the first quarter, cash accounted for 6.41%. For this 10.896 billion yuan fund, the current long position is more sufficient, and in the list of heavy stocks at the end of the first quarter, there are more consumer stocks to choose from, such as Haier Zhijia (600690), Gu Home (603816) and so on.
Among the consumer stocks recently concerned by star managers, Qianwei Central Chef is relatively special, because in the latest shareholding statistics, the top ten tradable shareholders are all larger or new than the previous announcement.
Overall, consumer stocks have recently received the attention of well-known managers, and for dominant stocks, the number of stocks that have been increased is significantly higher than that of stocks that have been reduced. In the industry index, the annual lines of many sub-indices are still positive at present.