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东方资管狂减海康威视

2017-08-10 14:03:20   中国经济网

根据Wind资讯,截至第一季度末,东方资管持有共计1.02亿股海康威视,其中7819万股由旗下公募基金持有,2403万股由券商集合理财产品持有,若分红方案实施时所持股份不变,则分别持有1.17亿股及3604万股。也就是说,东方资管旗下公募基金与券商集合理财产品在第二季度分别减持了6102万股及2508万股,减持比例分别为52.02%及69.58%。

Wind资讯显示,海康威视在第二季度的成交均价为31元。若按这个价格计算,东方资管在第二季度减持的共计8610万股,成交额为26.69亿元,同期基金、QFII、保险公司及券商集合理财减持股份产生的成交额分别为13.24亿元、30.61亿元、5.24亿元、7.79亿元,海康威视在二级市场的成交额为820.37亿元。换句话说,上述四类机构因减持股份而产生的成交额(共计56.88亿元)占到第二季度成交额的6.93%。

截至6月30日,除了东方资管,还有汇添富、嘉实、易方达等50多家基金公司持有海康威视。而且,需要指出的是,尽管总体上基金在第二季度减持了不少海康威视,但仍有基金公司在增持,例如第二季度末持股数量排在第二至第四位的汇添富、嘉实和易方达,即分别增持了1891万股、368万股、51万股。

  白马散户化会否成趋势?

海康威视是2017年以来表现最为亮眼的白马股之一。接下来的问题是,其他白马股是否与它一样,在第二季度同时呈现股东户数增长与机构大幅减持的情况?答案似乎不能一概而论。

根据Wind资讯,截至第二季度末,上证50成份股中,股东户数比第一季度末有所增加的有6家,减少的有41家,另有3家无数据。沪深300成份股中,同期股东户数有所增加的有86家,减少的有196家,另有18家无数据。

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