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More than 300 stocks have been disclosed! What did the social security fund buy in the second quarter?

2024-08-27

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As the A-share semi-annual reports are disclosed one after another, the social security fund's heavily-weighted stocks, a "barometer of long-term investment", have surfaced.

As of August 26, the A-share semi-annual report has disclosed more than 300 social security funds' second-quarter heavy holdings. From the disclosed heavy holdings, the top three social security funds' holdings with the largest market value remain unchanged, in order:Founder Securities (601901.SH)Guosen Securities (002736.SZ)Hualu Hengsheng (600426.SH)

Among the 303 stocks, 52 were newly added to the social security fund's holdings in the second quarter.China Mobile (600941.SH)In the second quarter, the social security fund bought a large amount of 14.71 million shares, and the market value of its holdings exceeded 1.5 billion yuan at the end of the second quarter. In addition, many upstream resource products and electronics industry stocks were also favored by the social security fund.

In addition to new positions, nearly 100 previously heavily-weighted stocks also received increased holdings from the social security fund in the second quarter, includingChangshu Bank (601128.SH)It became the only stock that was increased by four social security funds in the second quarter.

The ranking of the top three holdings remains unchanged

According to iFinD data from Tonghuashun, as of August 26, among the more than 1,800 A-share listed companies that have disclosed their 2024 interim reports, social security funds appeared among the top ten circulating shareholders of 303 companies. As of the end of the second quarter, the social security funds held a total market value of 100.1 billion yuan in the above-mentioned stocks.

Compared with the end of the first quarter, Founder Securities, Guosen Securities and Hualu Hengsheng still held the top three positions in the social security fund's holdings at the end of the second quarter.