The third quarter reports of bank stocks in Shanghai and Shenzhen have been fully disclosed. A reporter from Securities China compared the changes in the number of shares held by the top ten shareholders in the third quarter report and the semi-annual report. It was found that
has not changed compared to Huijin Company and Wutongshu Investment Platform, and Securities Finance Corporation has made frequent moves, among which, especially the reduction of holdings of joint-stock banks and city commercial banks is the most eye-catching. Overall, Securities Finance Corporation has "6 increases and 7 decreases" in the third quarter of this year.
Since the second half of this year, a series of policies have been introduced to encourage more long-term funds to enter the market, and insurance funds have increased their investment, especially China Life Insurance Company has repeatedly taken action to increase its holdings of bank stocks.
other long-term funds, such as the national social security fund, have increased and decreased.
Securities funds "6 increases and 7 decreases" bank stocks
As of October 31, all the third-quarter reports of 28 banks in Shanghai and Shenzhen stock markets have been disclosed. A reporter from Securities China found many clues of the "national team" by comparing the changes in the number of shares held by the top ten shareholders in the third-quarter report and the semi-annual report.
Huijin Company and Wutongshu Investment Platform did not increase or decrease their holdings in the third quarter, and the number of shares held in listed banks did not change compared with the first half of the year. However, in sharp contrast, Securities Finance Corporation has made frequent moves, and in terms of the number of shares, it has reduced its holdings of the stocks of many banks.
According to the quarterly report disclosure, from July to September this year, Securities Finance Corporation increased its holdings and reduced its holdings to 6 banks. The six banks that increased their holdings were Industrial and Commercial Bank , Construction Bank , Bank of China , Pudong Development Bank , CITIC Bank and Ping An Bank . The seven banks that reduced their holdings were Bank of Communications, China Merchants Bank , Industrial Bank , Everbright Bank , China Merchants Bank , China Merchants Bank , Nanjing Bank .
Let’s first look at the increase in holdings:
ICBC’s third-quarter report shows that after the Securities Fund Company reduced its holdings by about 1.6 billion shares in the first half of this year, from July to September this year, Securities Fund Company increased its holdings by about 35.3 million shares. As of the end of the third quarter, Securities Finance Corporation held a total of 2.411 billion shares of the bank, accounting for 0.68%.
Similar situations include China Construction Bank. Although the Securities and Exchange Bank reduced its holdings by 486 million shares in the first half of this year, it increased its holdings by 7.19 million shares in the third quarter.
At the same time, in the third quarter of this year, Securities Finance Corporation increased its holdings of Bank of China by about 36.3 million shares, with a change of shareholding of about 0.01 percentage points. There is also CITIC Bank, which increased its holdings by 12.38 million shares; Securities Finance Corporation increased its holdings by 3.99 million shares of Ping An Bank, which increased its holdings by about 0.02 percentage points.
In addition, Securities Finance Corporation increased its holdings of Pudong Development Bank by 24.98 million shares. It is worth noting that this is the continuous increase in holdings of Pudong Development Bank by Securities Finance Corporation since 2016. In the first half of this year, Securities Finance Corporation has increased its holdings of Pudong Development Bank by 66.03 million shares. At the end of 2015, Securities Finance Corporation held 424.5 million shares of Pudong Development Bank, accounting for 2.28%. Subsequently, Securities Finance Corporation began to continue to increase its holdings of Pudong Development Bank. Judging from the financial report disclosed by Pudong Development Bank, from 2016 to the present, Securities Finance Corporation has continuously bought Pudong Development Bank and bought 149 million shares in 2017. Until the end of September this year, Securities Finance Corporation has held 1.308 billion shares of Pudong Development Bank, with a shareholding ratio of 4.46%, ranking sixth among the top ten shareholders.
Insurance funds have greatly increased their investment in bank stocks
Since the second half of this year, insurance funds have been encouraged by a series of policies, and incremental funds have been continuously entering the market. Judging from the disclosure of the third quarter report, insurance funds have entered the market significantly, especially China Life Insurance Company has repeatedly taken action to increase its holdings of bank stocks.
The general insurance and personal dividend products under China Life Insurance Company have entered the top ten shareholder seats of many banks.
Specifically, after China Life Insurance Company's general insurance products increased its holdings of 68.43 million shares in the first half of the year, it chose to continue to increase its holdings by 50.09 million shares in the third quarter, and after the increase, it held a total of 0.14% of the shares. China Life Insurance Co., Ltd. Personal dividends -005L-FH002 After Shanghai increased its holdings of ICBC by 213 million shares in the first half of the year, it bought another 394 million shares in the third quarter, and after completing the increase, it held 0.21% of the shares of ICBC; at the same time, the product also increased its holdings of 66.667 million shares in Bank of China, and held 0.09% of the shares of the bank as of the end of the third quarter. In addition, it also increased its holdings of 178 million shares of China Construction Bank, with a total holding of 296 million shares, accounting for 0.12%, becoming the tenth largest shareholder.
At the same time, affected by the previous changes in Anbang's shareholding, from July to September this year, Huaxia Life Insurance-universal Insurance Product increased its holdings in Minsheng Bank .229 billion shares. Harmony Health Insurance Co., Ltd. - Traditional - Ordinary Insurance Products are the new shareholders of China Merchants Bank. They just took over 1.26 billion shares reduced by Anbang, accounting for 4.99%, ranking fifth largest shareholder. Anbang Property Insurance reduced its holdings by 1.26 billion shares, accounting for 4.99% of the total share capital. After the reduction, Anbang held 1.446 billion shares of China Merchants Bank, accounting for 5.73% of the total share capital, ranking fourth largest shareholder.
other long-term funds, such as the national social security fund, have increased and decreased.
's third quarter report disclosed that the National Social Security Fund 101 portfolio reduced its holdings of Nanjing Bank 35 million shares, accounting for 0.42% of the shares; the National Social Security Fund 412 portfolio reduced its holdings of CITIC Bank 3.36 million shares. In the first half of this year, the National Social Security Fund 101 portfolio increased its holdings in Ningbo Bank by about 1 million shares, and reduced its holdings by about 40.22 million shares in the third quarter.
In addition, the third quarter report of the Agricultural Bank of China showed that in July this year, China Tobacco Corporation and Shanghai Haiyan Investment Management Co., Ltd. were new shareholders, holding 2.519 billion shares and 1.259 billion shares respectively, accounting for 0.72% and 0.36%, ranking among the fifth largest shareholder and the eighth largest shareholder respectively. The third-quarter report of Bank of China shows that among the new shareholders, the Shanghai Stock Exchange 50 Trading Open-end Index Securities Investment Fund, has held 185 million shares, accounting for 0.06%
Since the second half of the year, the A-share market has fluctuated, and bank shareholders have increased their holdings have become the first choice to maintain stability. In the third quarter of this year, Beijing Liandong Investment increased its holdings of Bank of Beijing by 26.76 million shares, and after the increase, it held 2.35% of the bank's shares; Minsheng Bank disclosed that in the third quarter of this year, China Shipowners Mutual Insurance Association increased its holdings of Minsheng Bank by 227 million shares, an increase of 0.02 percentage points; Oriental Group Co., Ltd. increased its holdings of Minsheng Bank by 1.28 billion shares, accounting for 2.92%, ranking tenth in the new shareholder.
Ningbo Development Investment Group, the major shareholder of Ningbo Bank, increased its holdings by 111 million shares, an increase of 1.6%; Singapore OCBC Bank reduced its holdings by 19.86 million shares; after Yageo Group increased its holdings by 65.91 million shares in the first half of the year, it continued to increase its holdings by about 42 million shares in the third quarter. As of the end of September this year, the cumulative holdings of 14.89%. However, after the top ten shareholders Ningbo Shanshan reduced its holdings by 2.23 million shares in the first half of this year, it continued to reduce its holdings by about 39.4 million shares in the third quarter of this year. At the same time, major shareholders of many secondary banks such as Shanghai Bank , Jiangsu Bank , Hangzhou Bank, etc. have disclosed the progress of increasing holdings, and stock changes are also reflected in the third quarter report. After 2016, there were almost no changes in the top ten shareholders of listed banks.
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