Illustration of Hong Kong A shares, Chinese securities, and US stocks held by US funds
The total size of US mutual funds at the end of 2023 was over $26 trillion.
Among them, US ETF regulations exceed 10 trillion US dollars (equity ETFs are 8.33 trillion yuan), accounting for 38% of the mutual fund size.
US funds account for 82.45% of stock assets, 14.56% of bonds, and 2.37% of cash.
The US fund holdings are concentrated in the US, accounting for 78.74%, and the allocation is scattered across regions other than the US.
According to Wind data, according to the market value of shares held by US funds outside the US, Japan has the highest market value of 438.7 billion US dollars, followed by the UK at 404.8 billion US dollars. France, Canada, and Switzerland are in the 3rd to 5th place respectively.
US funds are an important part of the global fund market. What A-shares, Hong Kong stocks, Chinese securities, and US stocks do Wall Street bosses hold?
According to Wind data, the top 3 A-shares held by US funds at the end of 2023 were Kweichow Moutai, CCB, and BYD; the top three that increased A-share market value were CCB, Kweichow Moutai, and Weichai Power.
The A-shares held by American funds are mainly concentrated in the financial, industrial, and everyday consumer industries.
The top 3 Hong Kong stocks held by US funds in the fourth quarter of 2023 were AIA, Tencent Holdings, and Alibaba; the top three Hong Kong stock holdings increased were AIA, Tencent Holdings, and Hong Kong Exchange.
The distribution of Hong Kong stocks held by US funds is mainly focused on optional consumption, finance, and information technology.
The top 3 Chinese securities held by US funds in the fourth quarter of 2023 were Alibaba, Pinduoduo, and Baidu; the top three that increased their holdings of China Securities were Alibaba, Pinduoduo, and Ctrip Group.
Judging from the industry distribution of shares held by US funds, it mainly focuses on the optional consumer, information technology, and healthcare industries.
The top 3 US stocks held by US funds in the fourth quarter of 2023 were Microsoft, Apple, and Amazon; the top three increases in US stock holdings were Microsoft, Eli Lilly, and Broadcom.
Judging from the industry distribution where US funds hold US stocks, it mainly focuses on the information technology, optional consumer, and healthcare industries.
