Fund second quarter new top stocks exposure: 18 stocks with fund holdings exceeding 20%

The second quarter reports of funds have been released, and the stock holding trends are worth paying attention to. According to the data from Securities Times Databao, a total of more than 2800 stocks were included in the list of fund heavy holdings in the second quarter. Looking at the proportion of the total fund holdings compared to the outstanding shares, there are 18 stocks with a fund holding proportion exceeding 20%, 75 stocks with a holding proportion between 10% and 20%, 200 stocks with a holding proportion between 5% and 10%, and 820 stocks with a holding proportion between 1% and 5%. A total of 1718 heavy holding stocks have a fund holding proportion of less than 1%. Among the stocks with a fund control proportion exceeding 10%, the stock with the highest holding proportion is Baio Saichu, collectively held by 50 funds, with a total holding of 14.95 million shares, accounting for 38.74% of the outstanding shares; followed by Tiger Pharmaceuticals and Source Technology, with holding proportions of 30.57% and 28.19% respectively. Among the stocks with high holding proportions, in terms of changes in holdings compared to the previous quarter, 67 stocks saw an increase in holdings, with the highest increase for Fushitech, Hengyunchang, and Fenghua Gaobi, whose holdings increased by 5508.31%, 783.63%, and 597.04% respectively. There were 25 stocks with reduced holdings, with the highest decrease for Siling Zhiqu, Angko Medical, and Hongtong Optoelectronics, with decreases of 46.14%, 42.10%, and 34.55% respectively. Overall, funds are inclined to increase holdings in high-end manufacturing, information technology, and new consumer sectors, while reducing holdings in real estate and traditional cyclical sectors, with heavy holdings shifting towards "new quality production forces."