TDF

Templeton Dragon Fund
TDF

Overview Fund Activity

62 hedge funds and large institutions have $393M invested in Templeton Dragon Fund in 2017 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 19 reducing their positions, and 3 closing their positions.

Holders
62
Holders Change
+2
Holders Change %
+3.33%
% of All Funds
1.55%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
5
Increased
17
Reduced
19
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$57M
2
GFM
2
Gramercy Funds Management
Connecticut
$2.63M
3
CA
3
Cornerstone Advisors
North Carolina
$4.09M
4
AA
4
Advisory Alpha
Michigan
$1.92M
5
LCM
5
Laurion Capital Management
New York
$512K

Top Sellers

1
COLIM
1
City of London Investment Management
United Kingdom
$191M
2
KIM
2
Karpus Investment Management
New York
$655K
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$0
4
WAM
4
Wolverine Asset Management
Illinois
$161K
5
Bank of America
5
Bank of America
North Carolina
$1.85M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIM
26
Regent Investment Management
Kentucky
$404K – – –
KLI
27
Kelman-Lazarov Inc
Tennessee
$389K -$214K -10,300 -36%
Deutsche Bank
28
Deutsche Bank
Germany
$353K – – –
LCS
29
Levin Capital Strategies
New York
$281K – – –
Ameriprise
30
Ameriprise
Minnesota
$276K +$15.1K +727 +6%
DA
31
Doliver Advisors
Texas
$272K +$272K +13,075 New
SAM
32
Silvercrest Asset Management
New York
$264K -$1.69K -81 -0.6%
CIBC World Market
33
CIBC World Market
Ontario, Canada
$262K +$19.2K +924 +8%
FIMG
34
Financial & Investment Management Group
Michigan
$258K -$1.91K -92 -0.7%
WMG
35
WESCAP Management Group
California
$241K -$140K -6,746 -37%
SFS
36
Shaker Financial Services
Virginia
$225K -$39.5K -1,902 -15%
WAM
37
Wolverine Asset Management
Illinois
$161K -$832K -40,073 -84%
BC
38
Bartlett & Co
Ohio
$150K – – –
BBPWM
39
Blue Bell Private Wealth Management
Pennsylvania
$140K +$2.5K +120 +2%
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$93K – – –
LTFS
41
Ladenburg Thalmann Financial Services
Florida
$92K -$2.04K -98 -2%
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$64K +$28.2K +1,361 +79%
EWM
43
Evercore Wealth Management
New York
$62K – – –
IA
44
IFP Advisors
Florida
$61K – – –
US Bancorp
45
US Bancorp
Minnesota
$58K -$10.5K -508 -15%
GWM
46
Geneos Wealth Management
Colorado
$54K – – –
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$52K +$41.6K +2,000 +400%
AI
48
ArchPoint Investors
Florida
$35K – – –
Fifth Third Bancorp
49
Fifth Third Bancorp
Ohio
$31K -$9.9K -471 -24%
PA
50
Parallel Advisors
California
$18K – – –
1
2
3