TDF

Templeton Dragon Fund
TDF

Overview Fund Activity

50 hedge funds and large institutions have $344M invested in Templeton Dragon Fund in 2021 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 19 increasing their positions, 14 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
-11
Holders Change %
-18.03%
% of All Funds
0.88%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
2
Increased
19
Reduced
14
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$78.1M
2
Wells Fargo
2
Wells Fargo
California
$55.9M
3
SIC
3
Samalin Investment Counsel
New York
$825K
4
UCI
4
Uncommon Cents Investing
Wisconsin
$7.6M
5
VIM
5
Vista Investment Management
Pennsylvania
$255K

Top Sellers

1
COLIM
1
City of London Investment Management
United Kingdom
$178M
2
WAM
2
Wolverine Asset Management
Illinois
$35K
3
RJA
3
Raymond James & Associates
Florida
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$5.96M
5
PAG
5
Private Advisor Group
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TAM
26
Tocqueville Asset Management
New York
$225K +$53.9K +3,000 +31%
TWM
27
Triton Wealth Management
Arizona
$201K +$23.5K +1,267 +13%
ARC
28
Advisor Resource Council
Texas
$184K -$12.2K -682 -6%
Osaic Holdings
29
Osaic Holdings
Arizona
$90K -$5.6K -314 -6%
BC
30
Bartlett & Co
Ohio
$82K – – –
BCWM
31
Bartlett & Co Wealth Management
Ohio
$81.8K – – –
WAM
32
Wolverine Asset Management
Illinois
$35K -$778K -43,867 -96%
NFG
33
Next Financial Group
Texas
$27K -$9K -500 -25%
FF
34
FourThought Financial
Florida
$23K – – –
KFI
35
Key Financial Inc
Pennsylvania
$18K – – –
US Bancorp
36
US Bancorp
Minnesota
$18K – – –
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$12K +$1.39K +74 +13%
TIM
38
Tortoise Investment Management
New York
$10K -$2.1K -116 -17%
QCG
39
Quadrant Capital Group
Ohio
$10K – – –
GWM
40
Geneos Wealth Management
Colorado
$10K – – –
AF
41
Allworth Financial
California
$9K – – –
SWM
42
Spire Wealth Management
Virginia
$7K – – –
HI
43
Harbour Investments
Wisconsin
$7K – – –
GRP
44
Global Retirement Partners
California
$4K – – –
FCA
45
FinTrust Capital Advisors
South Carolina
$3K +$345 +20 +13%
SMG
46
Spectrum Management Group
Indiana
$2K +$2K +113 New
MA
47
MUFG Americas
New York
$2K +$2K +116 New
SWA
48
SOA Wealth Advisors
New York
$1K +$121 +13 +14%
WIM
49
Westside Investment Management
California
$47 – – –
RJA
50
Raymond James & Associates
Florida
– -$725K -30,561 Closed
1
2
3