The combination accelerates the deployment of social security funds, and pensions are overweight in listed banks in the third quarter
Original title: Social security funds, pensions “overweight” listed banks in the third quarter Source: Securities Daily reporter Lu Dong as the medium and long-term capital to enter the market, the investment trends of the two major portfolios of social security funds and basic pension insurance funds have attracted much market attention.With the third quarter report of A-share listed banks ending, the above two combinations also surfaced in the third quarter.  ”Securities Daily” reporter found that among the 34 A-share listed banks, the social security fund portfolio and pension portfolio not only newly became the top ten shareholders of tradable shares of emerging listed banks, but also frequently increased their holdings.  It seems that although the social security fund portfolio is still mainly concentrated in small local banks, conventional large banks and joint-stock banks are beginning to become new targets for their key layouts.Both CCB and Ping An Bank were overweighted by the social security fund portfolio in the third quarter.  The social security fund increased its holdings of over ten million shares of CCB. The information of the top ten shareholders of circulating shares disclosed in the third quarterly report of the listed bank shows that the social security fund portfolio has the greatest “favor” of CCB.Highest among all banks.  As of the end of September, the social security fund’s 106 portfolio increased its holding of CCB 1120 in the third quarter.After 610,000 shares, the number of shares held by CCB has reached 1.5.4 billion shares, accounting for 1 of the outstanding shares.61%.Our reporter noticed that the 106th portfolio of social security funds had just newly entered into the top ten shareholders of circulating shares of CCB in the second quarter of this year.  In the third quarter, two more social security fund portfolios entered into the bank of Changshu, the top ten shareholders of circulating stocks of Zhangjiagang Bank, of which the 118 portfolio of social security funds held Changshu Bank 4945.220,000 shares, accounting for 1 of the outstanding shares.92%; The Social Security Fund’s portfolio of 432 and 3 holds 2 million shares in Zhangjiagang Bank, accounting for 0%.twenty three%.  In addition, some social security fund portfolios also increased their holdings in some banks in the third quarter, and the social security fund portfolio 104 increased their holdings in Ping An Bank 330.10,000 shares, the number of shares increased to 5,846.With a total of 940,000 shares, the Social Security 四川耍耍网 Fund’s 1501 portfolio increased its shareholding in Zhangjiagang Bank54.920 thousand shares, the number of shares increased to 383.410,000 shares.  You can buy it whenever you want. The Securities Daily reporter noticed that the Social Security Fund also reduced its holdings in the third quarter, but it was clearly shown that only the Bank of Nanjing reduced its holdings.In the third quarter, the social security fund’s portfolio of 101 reduced its holding of Bank of Nanjing 3530.470,000 shares, the number of shares held by the bank replaced 9030.730,000 shares.  Above other institutional shareholders, the former local social security fund portfolio, which is more favored by local banks, has also appeared more on the list of the top ten shareholders of outstanding shares of such banks, but this phenomenon is now changing.  As early as the second quarter, CCB and Ping An Bank’s top ten shareholders of tradable shares just appeared for the first time in the social security fund portfolio, and in the third quarter, the above-mentioned other banks’ social security fund portfolios have increased their operations without exception.  Accelerated distribution of pension portfolios Information from the Ministry of Human Resources and Social Security shows that as of the end of September, 18 provinces (autonomous regions, municipalities) and the National Social Security Fund intervened to sign the basic pension insurance fund entrusted investment contracts.100 million funds have been received and investment has begun.According to relevant regulations, the proportion of basic pension insurance funds investing in stocks, stock funds, and stock-type pension products must not exceed 30% of the net asset value of the pension fund, which also means that there can be up to about 2,400 of the nearly 800 billion pensions.100 million entered the stock market.  The third quarterly report shows that the basic pension insurance fund portfolio did accelerate the pace of the listed banks in the third quarter.  As of the end of September, a total of two pension portfolios appeared among the top ten shareholders of outstanding shares in Changshu Bank, each holding 3052 of the bank.920 thousand shares of the basic old-age insurance fund, a combination of six, and 2,628.810,000 shares of a basic pension insurance fund portfolio of 101, the former in the third quarter increased holdings of Changshu Bank 1280.190,000 shares, the single is the new top ten shareholders of circulation shares of the bank.In addition, it holds 198.720,000 shares of the Zhangjiagang Bank’s basic pension insurance fund in the first quarter of the seven portfolio at the same time the new quarter into the bank’s ninth largest shareholder of outstanding shares.  In addition, the third quarterly report of listed banks showed that there were multiple social security funds in the third quarter, and the pension portfolio disappeared from the list of the top ten shareholders of tradable shares of listed banks. However, a reporter from the Securities Daily noted that this appeared to be not a social security fund.The reduction in holdings with pensions is more a result of changes in the number of shares held by shareholders of listed banks.  In the third quarter of this year, Changshu Bank’s top ten shareholders of circulation shares showed a substantial “change of blood”, and a total of 8 shareholders withdrew from this list.This includes holding the bank at 1607 at the end of the second quarter.160,000 shares of social security fund 109 portfolio.However, a careful comparison of the number of shares held by shareholders of the bank in the past two quarters is not difficult to find. The number of shares held by the top ten circulating shareholders at the end of the third quarter has increased significantly compared with the end of the previous quarter.As of the end of September, the tenth tradable shareholder of Changshu Bank held 26.28 million shares. Therefore, the withdrawal of the social security fund’s 109 portfolio is likely to have been “expanded” in the number of shares.  The basic endowment insurance fund is divided into six portfolios, which exited the top ten shareholders of tradable shares of Jiangyin Bank in the third quarter, or the same situation exists.As of the end of September, the bank’s tenth largest outstanding shareholder held 5,482 shares.12 million shares, and as of the end of the second quarter, the number of shares held by the pension in January was only 1,303.780,000 shares.