百亿私募调仓动作曝光，冯柳、邓晓峰买了啥又卖了啥？

银柿财经03-26

随着上市公司年报的密集披露，百亿私募的持仓情况也浮出水面。据私募排排网不完全统计，截至3月26日，共有14家百亿私募旗下产品出现在26家上市公司2023年四季报披露的前十大流通股东名单中，合计持股市值高达227.60亿元。从持股数量变化来看，百亿私募增持上市公司有3家，新进上市公司有7家，持股不变上市公司有9家，另外减持上市公司有7家。从当前数据来看，百亿私募持股市值超过10亿元的个股共有5只，...

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What did Feng Liu and Deng Xiaofeng buy and sell?","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"600309":0.9},"content_text":"随着上市公司年报的密集披露，百亿私募的持仓情况也浮出水面。据私募排排网不完全统计，截至3月26日，共有14家百亿私募旗下产品出现在26家上市公司2023年四季报披露的前十大流通股东名单中，合计持股市值高达227.60亿元。从持股数量变化来看，百亿私募增持上市公司有3家，新进上市公司有7家，持股不变上市公司有9家，另外减持上市公司有7家。从当前数据来看，百亿私募持股市值超过10亿元的个股共有5只，分别是紫金矿业、万华化学、宝丰能源、中国海油和中国移动。从行业分布来看，电子、机械设备、基础化工是百亿私募较为青睐的行业。高毅资产的重仓股目前共曝光8只，分别是紫金矿业、万华化学、宝丰能源、中国巨石、安琪酵母、扬农化工、天地科技和上海家化，持仓总市值达到133.6亿元。从高毅资产旗下基金经理动向来看，冯柳管理的高毅邻山1号远望，去年四季度减持了三季度加仓的宝丰能源，共减持1000万股，同时新进了815万股安琪酵母，并加仓了50万股上海家化。邓晓峰管理的高毅晓峰鸿远，共减持1000万股紫金矿业，但是持股数量仍高达6.99亿股。邓晓峰管理的另一只产品高毅晓峰2号去年大手笔增持了万华化学，截至去年四季末共持有2014.16万股。根据万华化学最新公布的年报显示，将按照每10股派16.25元（含税）的分红方案进行分红，分红总额为51.02亿元。国新新格局（北京）目前曝光的重仓股分别是中国海油、中国移动和天玛智控，其中中国海油和中国移动均为去年四季度新进重仓股，截至四季末持股数量分别为2.1亿股和3161.38万股，持股市值分别为44.08亿元和31.45亿元。这两家公司的分红均在百亿元以上。中国海油董事会建议每股派发0.66港元的末期股息（含税），总派息额594.58亿港元（含税）。中国移动预计每10股的分红额度高达21.77016元（含税），总计分红金额为465.68亿元（含税）。从其他曝光重仓股的百亿私募来看，多数机构重仓股情况保持不变。摩恩电气、上海机电、江化微和欣天科技分别被私募机构减持，华特达因、天津港和乐鑫科技成为百亿私募的新进重仓股，其中乐鑫科技截至去年年末被私募持股市值在1亿元以上。","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.22.4","shortVersion":"4.22.4","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2422000690"}