TREE NEWS reports: Several prominent Chinese fund managers adjusted their A-share holdings in the third quarter. Zhang Mingxin’s Huashang Balanced Growth trimmed its position in Guanghua Technology, while Chen Wenkai’s Huatai-PineBridge Quality Growth reduced its stake in China Jushi and Feng Liu’s Gaoyi Lin Shan No. 1 Yuanwang Fund cut its holding in Hikvision. Managers also opened new positions, with Zhang Kun’s E Fund Blue Chip Selection adding Chuantou Energy and Du Meng’s Morgan Emerging Dynamics buying Jintian Co.
Top Chinese Fund Managers Cut Stakes in A-Share Holdings in Q3
The trimming is concentrated among high-profile managers and specific names, which makes it a signal worth parsing rather than a broad market call. The fact that new positions were opened in the same quarter suggests rotation rather than outright de-risking, with energy and other sectors drawing fresh capital. Whether this reflects a durable shift in active fund positioning or routine quarter-end rebalancing is the open question, and the next quarterly disclosures will be the test.
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