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TDF

Templeton Dragon Fund

61 hedge funds and large institutions have $459M invested in Templeton Dragon Fund in 2021 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $454M → $459M (+$4.65M)

0.29% more ownership

Funds ownership: 56.91%57.2% (+0.29%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less funds holding

Funds holding: 6361 (-2)

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

29% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 17

Holders
61
Holders Change
-2
Holders Change %
-3.17%
% of All Funds
1.06%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
12
Reduced
17
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$309K -$5.76K -250 -2%
FCI
27
Financial Counselors Inc
Kansas
$305K -$34.7K -1,505 -10%
ARC
28
Advisor Resource Council
Texas
$259K +$252K +10,939 New
FLPIM
29
F.L. Putnam Investment Management
Massachusetts
$256K
VIM
30
Vista Investment Management
Pennsylvania
$248K -$691 -30 -0.3%
TAM
31
Tocqueville Asset Management
New York
$226K
LCS
32
Levin Capital Strategies
New York
$220K
HPM
33
Hudson Portfolio Management
New York
$212K -$2.31K -100 -1%
LPL Financial
34
LPL Financial
California
$207K +$201K +8,716 New
RIM
35
Regent Investment Management
Kentucky
$202K
TWM
36
Triton Wealth Management
Arizona
$201K
Osaic Holdings
37
Osaic Holdings
Arizona
$128K +$30.6K +1,327 +33%
BC
38
Bartlett & Co
Ohio
$108K
BCWM
39
Bartlett & Co Wealth Management
Ohio
$108K
NFG
40
Next Financial Group
Texas
$47K
FIA
41
FNY Investment Advisers
New York
$47K +$46.1K +2,000 New
FF
42
FourThought Financial
Florida
$30K
BWM
43
BerganKDV Wealth Management
Minnesota
$24K +$23K +1,000 New
US Bancorp
44
US Bancorp
Minnesota
$23K
KFI
45
Key Financial Inc
Pennsylvania
$21K
PA
46
Parallel Advisors
California
$20K
TIM
47
Tortoise Investment Management
New York
$16K
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$13K -$17.3K -750 -57%
GWM
49
Geneos Wealth Management
Colorado
$13K -$2.88K -125 -18%
QCG
50
Quadrant Capital Group
Ohio
$13K

TDF Hedge Fund Activity: Q2 2021 in Review

61 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Templeton Dragon Fund (TDF) for Q2 2021, worth a combined $459M — up 1% from $454M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of TDF and 8 opened new positions — a net loss of 2 holders — while 17 trimmed existing stakes and 12 added.

The largest buyer was City of London Investment Management, adding an estimated $4.63M. The largest seller was Lazard Asset Management, cutting an estimated $2.14M.

  • 61 institutional investors held Templeton Dragon Fund (TDF) as of Q2 2021, down from 63 in Q1 2021.
  • Funds reported $459M of Templeton Dragon Fund stock for Q2 2021, up 1% quarter-over-quarter.
  • 8 funds opened new Templeton Dragon Fund positions in Q2 2021 and 10 closed out, a net change of -2 holders.
  • The largest Templeton Dragon Fund buyer in Q2 2021 was City of London Investment Management, an estimated $4.63M added.
  • The largest Templeton Dragon Fund seller in Q2 2021 was Lazard Asset Management, an estimated $2.14M sold.

Based on aggregated 13F filings for Q2 2021.