日前，2009年三季报披露完毕，据WIND最新数据，通过对比上市公司中报和三季报前十大流通股股东机构持股比例发现，共有1525家公司的流通股股东中出现了基金、QFII、保险公司和券商等机构投资者的身影，147家公司十大流通股股东中机构持股比例上升；934家公司机构持股比例下降。其中，144只股票三季度机构持股比例增加逾10%。

　　统计显示，在机构持股比例增长的个股中，中国银行、桂东电力、深纺织A、登海种业、黑猫股份、卫士通、ST马龙、伊力特、大橡塑、横店东磁、一汽夏利、景谷林业、威尔泰、东方通信和古井贡酒等15家公司的前十大流通股股东中机构持股比例增长超40%。上述公司大部分于三季度实现了全流通，因此机构持股比例增长就顺理成章。

　　值得注意的是，尽管有180家公司的三季度十大流通股股东中机构持股比例超10%，但机构持股比例实际增长的个股有144家，与全流通基本无关。比较典型的是星湖科技，该公司中期前十大流通股股东中机构持股比例仅为1.27%，到了今年三季度末机构持股比例达22.06%。且其中有8家基金或1家资产管理1家QFII合计持有9215万股，其中华夏系3只基金合计持有2900万股，富通银行持有603万股；股东人数较上期减少42%，筹码集中度继续提高。

　　另外，仁和药业二季度十大流通股股东中尽管有5家机构，不过合计持股比例仅有17%，而三季度十大流通股股东中有10家机构，基金、QFII等机构投资者，合计持股比例达到了26.07%。前十大流通股股东合计持有3247万股，占流通盘的37.89%；前十均为机构投资者；QFII-富通银行新进持有304万股；嘉实旗下三基金新进合计持有1380万股。股东人数较上期减少约38%，筹码较集中。

　　从行业情况来看，化工公司、机械设备、房地产是机构投资者加仓最为明显的板块。在144只股票中，17只属于化工行业，机械设备14只，房地产13只。三季度化工板块受化工产品价格回暖等因素推动，成为了二级市场的领涨板块，基金、券商等机构也增加了地产行业的配置。友利控股是三季度机构持股比例增加幅度较大的股票，二季度末机构持股比例仅为10.58%，而三季度末十大流通股东机构持股比例达到了25.76%，十大流通股股东以机构为主，合计持有2598.69万股，占流通盘的28.62%，5家基金新进合计持有1702.98万股，上期前十无机构投资者。股东人数略有减少，筹码趋于集中。

　　业内人士认为，受三季度股市震荡整理的影响，绝大部分股票的机构持股比例下降，机构换仓十分明显，对于机构调仓明显的股票，景气度高的行业是机构投资者偏爱的投资对象。据《证券日报》

　　三季度机构持股比例上升10%以上且股东数下降的公司

证券         机构持股                     2009三季                         2009三季                        增减            行业

简称         比例增减                     机构持股                         户均持股                        （户）            

             （%）                        比例合计(%)                        数量(股)                                            

中国银行     76.21                        96.76                             219548                         -42576         金融服务

桂东电力     60.33                        67.38                             12707                         -1164         公用事业

登海种业     55.52                        70.69                             9428                            -6278         农林牧渔

黑猫股份     53.33                        71.75                             11746                         -593            化工

卫士通        50.43                        57.88                             11019                         -4067         信息服务

ST马龙        49.13                        52.51                             8159                            -3152         化工

伊力特        46.19                        62.88                             9224                            -6315         食品饮料

大橡塑        45.76                        49.25                             8083                            -1810         机械设备

横店东磁     44.61                        69.75                             15278                         -14495         电子元器件

景谷林业     43.6                         54.08                             6420                            -1012         农林牧渔

威尔泰        41.83                        44.29                             8099                            -1710         机械设备

东方通信     41.73                        64.83                             13059                         -4184         信息设备

古井贡酒     40.04                        85.58                             9376                            -1923         食品饮料

模塑科技     39.78                        40.34                             7441                            -4154         交运设备

思达高科     38.76                        42.06                             11120                         -9259         机械设备

上风高科     38.54                        42.65                             10325                         -3926         机械设备

上海机电     38.32                        67.43                             16179                         -936            机械设备

大西洋        37.74                        49.81                             5535                            -2938         机械设备

大亚科技     37.7                         67.07                             19449                         -5166         轻工制造

郑州煤电     37.15                        55.29                             6682                            -15265         采掘

大厦股份     36.93                        65.82                             20457                         -5831         商业贸易

大连友谊     36.62                        52.64                             13759                         -1049         商业贸易

三房巷        34.36                        50.74                             7282                            -2104         纺织服装

三佳科技     34.12                        42.47                             12873                         -7013         机械设备

大秦铁路     32.78                        83.36                             49801                         -48252         交通运输

太龙药业     32.47                        42.45                             5572                            -2145         医药生物

南京熊猫     32.04                        81.04                             28706                         -2141         信息设备

创元科技     31.88                        38.13                             5480                            -2608         公用事业

新和成        31.06                        77.57                             24687                         -7084         医药生物

江山化工     31.03                        43.21                             7497                            -198            化工

国际实业     30.81                        47.04                             5975                            -7085         采掘

第一医药     30.09                        49.33                             6603                            -1568         医药生物

厦门空港     30.03                        77.97                             12009                         -4146         交通运输

陕国投A     28.32                        48.54                             6582                            -4344         金融服务

豫能控股     28.28                        81.07                             16759                         -719            公用事业

丽江旅游     28.17                        49.01                             4045                            -2087         餐饮旅游

林海股份     27.81                        46.39                             9218                            -5829         交运设备

中钢天源     27.22                        56.6                             7736                            -911            有色金属

中汇医药     27.05                        49.58                             12521                         -1697         医药生物

钱江摩托     26.15                        60.66                             14169                         -5632         交运设备

仁和药业     26.07                        37.89                             9465                            -5464         医药生物

襄阳轴承     25.99                        30.25                             6976                            -3228         交运设备

金种子酒     24.72                        37.08                             4469                            -1447         食品饮料

万通地产     23.72                        38.54                             5626                            -2366         房地产

*ST香梨     23.55                        25.22                             6756                            -8953         农林牧渔

双良股份     23.5                         63.51                             13224                         -29390         化工

海鸥卫浴     22.72                        29.44                             3820                            -5480         轻工制造

重庆啤酒     22.55                        41.91                             13664                         -13076         食品饮料

彩虹股份     22.37                        45.38                             12277                         -20307         电子元器件

振华科技     22.13                        37.5                             7597                            -6679         电子元器件

新农开发     21.8                         24.78                             3561                            -7800         农林牧渔

华昌化工     21.32                        22.01                             3350                            -2643         化工

方兴科技     21.26                        48.03                             10526                         -3011         建筑建材

中国玻纤     20.93                        67.37                             19633                         -16841         化工

证券         机构持股                     2009三季                         2009三季                        增减            行业

简称         比例增减                     机构持股                         户均持股                        （户）            

             （%）                        比例合计(%)                        数量(股)                                            

友利控股     20.92                        37.75                             6983                            -1456         化工

星湖科技     20.79                        22.06                             6803                            -44895         医药生物

博盈投资     20.42                        20.81                             5706                            -19234         交运设备

小天鹅A     20.3                         61.69                             16490                         -11789         家用电器

西藏发展     19.25                        19.97                             8038                            -1979         食品饮料

通化金马     19.24                        27.28                             7327                            -11785         医药生物

哈高科        18.96                        32.89                             5726                            -15499         综合

ST渝万里     18.52                        25.86                             16694                         -713            机械设备

内蒙华电     17.04                        21.54                             5132                            -42900         公用事业

金陵药业     16.44                        25.31                             7682                            -17510         医药生物

攀钢钢钒     16.4                         80.75                             17284                         -31103         黑色金属

云天化        16.02                        28.97                             4237                            -28752         化工

哈空调        15.8                         63.05                             14113                         -8494         机械设备

中纺投资     15.79                        46.61                             14345                         -12391         化工

金杯汽车     15.31                        51.51                             8009                            -5530         交运设备

连云港        15.23                        39.3                             5752                            -6707         交通运输

云维股份     15.18                        25.76                             3864                            -5612         化工

光明乳业     14.72                        27.74                             5113                            -3555         食品饮料

东华软件     14.62                        66.44                             33732                         -4025         信息服务

敦煌种业     14.54                        48.81                             6391                            -22780         农林牧渔

ST东源        14.32                        42.87                             18994                         -4163         房地产

三花股份     14.27                        50.55                             7946                            -6020         家用电器

神马实业     14.13                        14.86                             4926                            -5943         化工

广博股份     14.09                        30.63                             4877                            -469            轻工制造

福建水泥     13.76                        42.56                             5309                            -4959         建筑建材

亚盛集团     13.75                        22.68                             4909                            -15742         农林牧渔

开创国际     13.35                        51.07                             15003                         -1910         机械设备

老白干酒     13.31                        59.79                             5850                            -1296         食品饮料

中新药业     13.28                        39.25                             10456                         -1526         医药生物

太原刚玉     13.12                        16.18                             4860                            -340            有色金属

四川路桥     12.86                        14.8                             3695                            -9660         建筑建材

高新发展     12.84                        17.73                             5531                            -6135         房地产

华星化工     12.77                        18.77                             4674                            -8775         化工

银鸽投资     12.51                        15.36                             7218                            -9400         轻工制造

世茂股份     12.51                        60.22                             13597                         -657            房地产

双环科技     12.3                         42.3                             9183                            -30463         化工

三木集团     12.11                        32.61                             5783                            -3425         综合

长江通信     11.92                        25.72                             8256                            -2002         信息设备

东源电器     11.81                        34.18                             8457                            -9002         机械设备

百利电气     11.71                        37.75                             10548                         -5586         机械设备

宏达新材     11.7                         12.69                             4391                            -5271         化工

鱼跃医疗     11.38                        30.97                             3920                            -3014         医药生物

安徽水利     11.37                        39.12                             10905                         -11824         建筑建材

*ST皇台     11.34                        28.09                             9633                            -6244         食品饮料

鑫富药业     11.06                        12.26                             3945                            -7718         医药生物

兴化股份     10.81                        18.41                             7175                            -7676         化工

海南海药     10.72                        52.45                             14682                         -24826         医药生物

红宝丽        10.64                        37.95                             7578                            -6889         化工

天利高新     10.63                        35.11                             7514                            -21859         化工

山大华特     10.62                        29.93                             8385                            -3173         综合

歌尔声学     10.53                        39.22                             4419                            -3334         电子元器件

怡亚通        10.14                        22.48                             5458                            -5026         交通运输

威远生化     10.1                         23.1                             8253                            -10438         医药生物

合肥城建     10.02                        40.32                             6407                            -1660         房地产