The A-share market is expected to be into a mode of competition with limited inflow in Q3,2022 and the differentiate in individual stocks is intensifying.

According to some internal discussion among institutional investors, currently, the institution investors such as mutual funds prefer to trade certain stocks collectively.

So can pay attention on the bulk-holding stocks.

1. Mutual funds:

From the view of sector, as of Q2,2022, the top sectors in which mutual funds held the most stocks are: electrical equipment (19.1%), food & beverage (16.9%), biomedicine(10.3%) and electron industry(8.5%).

2. Fixed income+

From the view of sector, the top sectors in which fixed income+ investors held the most stocks are: food & beverage, bank, electronic equipment etc.

3. Social Security Fund

As of the Q2,2022, the stocks hold by social security fund are mainly in basic chemistry ( 10 stocks), biomedicine ( 9 stocks) and electronic industry( 7 stocks).

4. Securities financing and Securities lending

From the view of sectors, in July,2022, the securities financing and securities lending funds mainly flowed into electrical equipment ,new energy, machine, bank, food & beverage, basic chemistry.

Mainly flowed out from non-bank finance, electronic, transportation, medicine, steel.

5. Northbound trading via stock connect:

From the view of sectors, in July 2022, northbound trading funds mainly flowed into biomedicine, communication, electrical equipment, commercial & retail, automobile.

Mainly flowed out from banking, household appliances, real estate, building materials, basic chemistry.

From the view of stock holding, as of 31^st July, the top 5 heavily weighted sectors of northbound trading funds were electrical equipment (17.7%), food & beverage (14.3%), biomedicine(8.1%), banking(7.0%) and household appliances(5.9%).