Brothers and sisters, let's take a look at the heavy positions in stocks held by private equity tycoons and Middle Eastern tycoons today.

Private equity tycoons Feng Liu and Deng Xiaofeng's latest holdings are here!

Under Feng Liu's management, Gao Yi Linshan No.1 Yuanwang Fund entered the list of the top ten circulating shareholders of 10 A-share companies in the third quarter, with a total holding market value of approximately 19.538 billion yuan.

Specifically, Feng Liu increased his holdings in Beijing Tongrentang, Yantai Dongcheng Biochemicals, and Jonjee Hi-Tech in the third quarter; reduced his holdings in Angel Yeast, Nanjing King-Friend Biochemical Pharmaceutical; maintained his positions in Hangzhou Hikvision, LB Group, Shengyi Technology, Xinxiang Richful Lube Additive, Shanghai Titan Scientific; Holdings in Proya Cosmetics, Tofflon Science and Technology, Nantong Jianghai Capacitor remained unchanged.

Under Deng Xiaofeng's management, Gao Yi Xiaofeng No.2 Fund entered the list of the top ten circulating shareholders of 13 A-share companies in the third quarter, with a total holding market value of approximately 7.917 billion yuan. Gao Yi Xiaofeng Hongyuan Fund entered the list of the top ten circulating shareholders of 6 A-share companies in the third quarter, with a total holding market value of approximately 3.949 billion yuan.

Specifically in terms of holdings changes, in the third quarter of Xiaofeng No.2 fund there were new holdings in HBIS Resources; increased holdings in Anhui Jinhe Industrial; reduced holdings in Zijin Mining Group, China Jushi Co., Ltd, Huafon Chemical, Hubei Dinglong, Huakun Technology, Joincare Pharmaceutical, Tofflon Science and Technology, Nantong Jianghai Capacitor; Holdings in BOE Technology Group, TCL Corporation, and Nanxin Micro remained unchanged.

(The content of this article is a list of objective data and information and does not constitute any investment advice)

HBIS Resources is committed to the development of mineral resources in South Africa, with main business activities including the extraction, processing, and sales of copper, iron ore, and vermiculite. The revenue proportions of magnetite, copper, and vermiculite are 72.8%, 19.5%, and 5.5%, respectively.

Xiaofeng Hongyuan Fund reduced its holdings of Zijin Mining Group, China Jushi Co., Ltd., Huafon Chemical, Joincare Pharmaceutical Group Industry, Huqin Technology, and Nantong Jianghai Capacitor in the third quarter.

This year, Deng Xiaofeng has been reducing his positions, maintaining an overall cautious style. According to the information disclosed in Deng Xiaofeng's fund third-quarter report, the stock positions managed by him decreased from over 80% at the beginning of the year to over 70% by the end of June, with the total position more than 60% by the end of September, including 40% in A-shares and 20% in Hong Kong stocks.

In addition, Deng Xiaofeng pointed out in the third-quarter report that there are three main themes in the future market:

The first theme is based on the reorganization and diversification of the global supply chain, focusing on upstream raw materials such as nonferrous metals and chemicals. Due to the ongoing reorganization of the China supply chain led by global multinational companies, investment in manufacturing in regions like Southeast Asia, Mexico, and Eastern Europe is recovering and growing. The industrialization and urbanization in these regions will bring sustained demand growth.

The second main theme is to invest in the opposite direction, focusing on industries that have been continuously declining for the past three years due to industry policies or macro demand shortages, such as internet, domestic sportswear, and display panels in televisions.

The third main theme is based on a wide industry coverage, to identify companies from a stock-specific perspective that are likely to succeed in the industrial transformation process in the future, or whose profitability can continue to grow, such as a few companies in industries like building materials, pharmaceuticals, and military industry.

In addition to the prominent figures in private equity, the latest holding trends of Middle Eastern tycoons have also emerged!

After the disclosure of the third quarterly report by listed companies, the details of the top ten circulating shareholders are exposed, and the latest A-share holdings data of globally renowned sovereign wealth funds are revealed!

The latest trends of sovereign wealth funds represented by Abu Dhabi Investment Authority, Kuwait Investment Authority, Singapore Government Investment, and Temasek Holdings have emerged.

At the end of the third quarter, Abu Dhabi Investment Authority appeared as one of the top ten shareholders of 24 A-share stocks, with a total holding market cap of 8.906 billion yuan, mainly focusing on industries such as materials, energy, and technology.

In terms of specific holdings, Abu Dhabi Investment Authority holds 0.143 billion shares of Zijin Mining Group, with a holding market cap of 2.594 billion yuan, ranking as the top heavy stock. By the end of the third quarter, Abu Dhabi Investment Authority also held A-shares of Guangdong Haid Group, Hongfa Technology, and Jiangsu Hengli Hydraulic, each with a market value of over 0.5 billion.

Compared to the second quarter, Abu Dhabi Investment Authority has reduced its A-share holding market value. In the second quarter of 2024, Abu Dhabi Investment Authority appeared among the top ten shareholders of 27 stocks, with a total end-of-period reference market value of 9.423 billion yuan.

At the end of the third quarter, Kuwait Investment Authority appeared among the top 10 circulating shareholders of 17 companies, with a total shareholding market value of 4.378 billion yuan, focusing mainly on consumer, resource, and manufacturing sectors.

At the end of the third quarter, Kuwait Investment Authority held companies with a market value of over 0.3 billion, including Zhejiang Sanhua Intelligent Controls, Jiangsu Hengli Hydraulic, Qingdao Sentury Tire, Shanghai M&G Stationery Inc., Shandong Sinocera Functional Material, Proya Cosmetics, and Angel Yeast Co.,Ltd.

Kuwait Investment Authority slightly increased its A-share market value in the third quarter compared to the second quarter, but decreased from the first quarter. By the end of the second quarter of 2024, Kuwait Investment Authority appeared in the top ten shareholders of 24 stocks, with a total holding market value of 4.025 billion yuan. In the first quarter, it appeared in the top ten shareholders of 30 stocks, with a total holding market value of 4.517 billion yuan.

In addition to the Middle East sovereign funds, other well-known overseas sovereign funds have also surfaced in their layout of Chinese assets.

The two major sovereign wealth funds from Singapore, GIC and Temasek, appeared in the top ten circulating shareholders of 7 companies. Among them, Shanghai Friendess Electronic Technology Corporation is simultaneously held by both Singapore sovereign funds.

Singapore Government Investment Corporation (GIC) appeared in the top ten shareholders of Peroya Cosmetics, Jiangsu Hengli Hydraulic, Shanghai Friendess Electronic Technology Corporation, and Huaming Power Equipment, with a reference market value of 3.409 billion yuan at the end of the period.

By the end of the third quarter, Temasek held Shanghai Friendess Electronic Technology Corporation, Zhejiang Shuanghuan Driveline, Shandong Sinocera Functional Material, and Hangzhou Robam Appliances, with a total reference market value of 1.546 billion yuan.