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TDF

Templeton Dragon Fund

54 hedge funds and large institutions have $365M invested in Templeton Dragon Fund in 2019 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.08% more ownership

Funds ownership: 55.03%56.11% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2% less capital invested

Capital invested by funds: $374M → $365M (-$8.66M)

10% less funds holding

Funds holding: 6054 (-6)

44% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 9

52% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 21

Holders
54
Holders Change
-6
Holders Change %
-10%
% of All Funds
1.17%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
5
Increased
10
Reduced
21
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Deutsche Bank
26
Deutsche Bank
Germany
$326K
FRM
27
Foundation Resource Management
Arkansas
$255K
RIM
28
Regent Investment Management
Kentucky
$240K
Walleye Capital
29
Walleye Capital
New York
$229K +$233K +11,925 New
FHA
30
Flagship Harbor Advisors
Massachusetts
$220K
AC
31
Almitas Capital
California
$210K +$213K +10,925 New
WMG
32
WESCAP Management Group
California
$208K
FCI
33
Financial Counselors Inc
Kansas
$196K
BBPWM
34
Blue Bell Private Wealth Management
Pennsylvania
$95K -$11.7K -600 -11%
BCWM
35
Bartlett & Co Wealth Management
Ohio
$87.5K -$39.1K -2,000 -31%
BC
36
Bartlett & Co
Ohio
$87K -$39.1K -2,000 -31%
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$86K -$1.66M -85,010 -95%
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$76K
BAM
39
Barrett Asset Management
New York
$68K +$30.3K +1,550 +78%
QCIG
40
Quad-Cities Investment Group
Iowa
$59K
GWM
41
Geneos Wealth Management
Colorado
$49K
AI
42
ArchPoint Investors
Florida
$33K
CIAS
43
Capital Investment Advisory Services
North Carolina
$32K
AG
44
Advisor Group
Arizona
$26K -$47.8K -2,448 -65%
TJHA
45
Thomas J. Herzfeld Advisors
Florida
$25K -$384K -19,655 -94%
PA
46
Parallel Advisors
California
$16K -$73.3K -3,752 -82%
FLPIM
47
F.L. Putnam Investment Management
Massachusetts
$14K +$14.5K +742 New
US Bancorp
48
US Bancorp
Minnesota
$11K
ASN
49
Advisory Services Network
Georgia
$5K
FANJ
50
Financial Architects (New Jersey)
New Jersey
$2K

TDF Hedge Fund Activity: Q2 2019 in Review

54 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Templeton Dragon Fund (TDF) for Q2 2019, worth a combined $365M — down 2.3% from $374M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of TDF and 5 opened new positions — a net loss of 4 holders — while 21 trimmed existing stakes and 10 added.

The largest buyer was Lazard Asset Management, adding an estimated $9.85M. The largest seller was Ladenburg Thalmann Financial Services, cutting an estimated $1.66M.

  • 54 institutional investors held Templeton Dragon Fund (TDF) as of Q2 2019, down from 60 in Q1 2019.
  • Funds reported $365M of Templeton Dragon Fund stock for Q2 2019, down 2.3% quarter-over-quarter.
  • 5 funds opened new Templeton Dragon Fund positions in Q2 2019 and 9 closed out, a net change of -4 holders.
  • The largest Templeton Dragon Fund buyer in Q2 2019 was Lazard Asset Management, an estimated $9.85M added.
  • The largest Templeton Dragon Fund seller in Q2 2019 was Ladenburg Thalmann Financial Services, an estimated $1.66M sold.

Based on aggregated 13F filings for Q2 2019.