TDF

Templeton Dragon Fund
TDF

Overview Fund Activity

63 hedge funds and large institutions have $454M invested in Templeton Dragon Fund in 2021 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 13 increasing their positions, 17 reducing their positions, and 5 closing their positions.

Holders
63
Holders Change
+8
Holders Change %
+14.55%
% of All Funds
1.11%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
14
Increased
13
Reduced
17
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$102M
2
Morgan Stanley
2
Morgan Stanley
New York
$7.69M
3
RJA
3
Raymond James & Associates
Florida
$639K
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$313K
5
SRC
5
Shufro Rose & Co
New York
$271K

Top Sellers

1
1CP
1
1607 Capital Partners
Virginia
$6.72M
2
COLIM
2
City of London Investment Management
United Kingdom
$232M
3
Wells Fargo
3
Wells Fargo
California
$73.8M
4
Bank of America
4
Bank of America
North Carolina
$4.5M
5
QC
5
Quantedge Capital
Singapore
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
26
Flagship Harbor Advisors
Massachusetts
$324K +$36.6K +1,550 +13%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$313K +$313K +13,290 New
SRC
28
Shufro Rose & Co
New York
$271K +$271K +11,500 New
FLPIM
29
F.L. Putnam Investment Management
Massachusetts
$254K – – –
VIM
30
Vista Investment Management
Pennsylvania
$247K -$11.4K -483 -4%
TWM
31
Triton Wealth Management
Arizona
$229K – – –
TAM
32
Tocqueville Asset Management
New York
$224K – – –
LCS
33
Levin Capital Strategies
New York
$218K – – –
HPM
34
Hudson Portfolio Management
New York
$213K +$213K +9,065 New
RIM
35
Regent Investment Management
Kentucky
$200K +$200K +8,500 New
BCWM
36
Bartlett & Co Wealth Management
Ohio
$107K – – –
BC
37
Bartlett & Co
Ohio
$107K – – –
Osaic Holdings
38
Osaic Holdings
Arizona
$96K -$84.2K -3,540 -47%
IAIM
39
International Assets Investment Management
Florida
$70K +$35K +1,500 +100%
NFG
40
Next Financial Group
Texas
$47K +$47K +2,000 New
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$31K -$1.95K -83 -6%
FF
42
FourThought Financial
Florida
$30K – – –
SBL
43
Sargent Bickham Lagudis
Colorado
$25K -$31K -1,299 -55%
KFI
44
Key Financial Inc
Pennsylvania
$24K – – –
US Bancorp
45
US Bancorp
Minnesota
$23K – – –
PA
46
Parallel Advisors
California
$20K – – –
TIM
47
Tortoise Investment Management
New York
$16K – – –
GWM
48
Geneos Wealth Management
Colorado
$16K – – –
QCG
49
Quadrant Capital Group
Ohio
$13K – – –
AF
50
Allworth Financial
California
$12K +$12K +500 New
1
2
3