TDF

Templeton Dragon Fund
TDF

Overview Fund Activity

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.

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
–

Top Buyers

1
COLIM
1
City of London Investment Management
United Kingdom
$238M
2
WAM
2
Wolverine Asset Management
Illinois
$1.09M
3
Morgan Stanley
3
Morgan Stanley
New York
$8.74M
4
UCI
4
Uncommon Cents Investing
Wisconsin
$9.92M
5
LPL Financial
5
LPL Financial
California
$207K

Top Sellers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$101M
2
Wells Fargo
2
Wells Fargo
California
$72.6M
3
Bank of America
3
Bank of America
North Carolina
$4M
4
1CP
4
1607 Capital Partners
Virginia
$6.4M
5
AA
5
Advisory Alpha
Michigan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$309K -$5.92K -250 -2%
FCI
27
Financial Counselors Inc
Kansas
$305K -$35.7K -1,505 -10%
ARC
28
Advisor Resource Council
Texas
$259K +$259K +10,939 New
FLPIM
29
F.L. Putnam Investment Management
Massachusetts
$256K – – –
VIM
30
Vista Investment Management
Pennsylvania
$248K -$713 -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 -$2.37K -100 -1%
LPL Financial
34
LPL Financial
California
$207K +$207K +8,716 New
RIM
35
Regent Investment Management
Kentucky
$202K – – –
TWM
36
Triton Wealth Management
Arizona
$201K – – –
Osaic Holdings
37
Osaic Holdings
Arizona
$128K +$31.7K +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 +$47K +2,000 New
FF
42
FourThought Financial
Florida
$30K – – –
BWM
43
BerganKDV Wealth Management
Minnesota
$24K +$24K +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 -$17.2K -750 -57%
GWM
49
Geneos Wealth Management
Colorado
$13K -$2.79K -125 -18%
QCG
50
Quadrant Capital Group
Ohio
$13K – – –
1
2
3