TDF

Templeton Dragon Fund
TDF

Overview Fund Activity

50 hedge funds and large institutions have $335M invested in Templeton Dragon Fund in 2021 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 11 increasing their positions, 13 reducing their positions, and 12 closing their positions.

Holders
50
Holders Change
–
Holders Change %
0%
% of All Funds
0.77%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
12
Increased
11
Reduced
13
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$80.1M
2
COLIM
2
City of London Investment Management
United Kingdom
$171M
3
FHA
3
Flagship Harbor Advisors
Massachusetts
$1.32M
4
WAM
4
Wolverine Asset Management
Illinois
$635K
5
WAM
5
Weiss Asset Management
Massachusetts
$443K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$249K
2
Morgan Stanley
2
Morgan Stanley
New York
$3.81M
3
1CP
3
1607 Capital Partners
Virginia
$3.81M
4
SFS
4
Shaker Financial Services
Virginia
$831K
5
GC
5
Guggenheim Capital
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
26
Wells Fargo
California
$249K -$52.5M -3,094,993 -100%
Osaic Holdings
27
Osaic Holdings
Arizona
$240K +$154K +9,019 +179%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$237K -$24.7K -1,456 -9%
FA
29
Fermata Advisors
California
$214K +$214K +12,601 New
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$211K +$211K +12,399 New
Millennium Management
31
Millennium Management
New York
$192K +$192K +11,320 New
Walleye Capital
32
Walleye Capital
New York
$190K +$190K +11,157 New
ARC
33
Advisor Resource Council
Texas
$185K +$10.6K +625 +6%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$177K -$60.3K -3,555 -25%
TWM
35
Triton Wealth Management
Arizona
$174K – – –
WFS
36
Widmann Financial Services
Maryland
$44K +$44K +2,630 New
FF
37
FourThought Financial
Florida
$22K – – –
NFG
38
Next Financial Group
Texas
$17K -$8.5K -500 -33%
US Bancorp
39
US Bancorp
Minnesota
$17K – – –
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$11K – – –
AF
41
Allworth Financial
California
$9K – – –
QCG
42
Quadrant Capital Group
Ohio
$9K – – –
GWM
43
Geneos Wealth Management
Colorado
$9K – – –
TIM
44
Tortoise Investment Management
New York
$9K – – –
SWM
45
Spire Wealth Management
Virginia
$7K – – –
FCA
46
FinTrust Capital Advisors
South Carolina
$3K – – –
CFCI
47
Comprehensive Financial Consultants Institutional
Indiana
$3K +$3K +215 New
SWA
48
SOA Wealth Advisors
New York
$1K – – –
WIM
49
Westside Investment Management
California
$45 – – –
GC
50
Guggenheim Capital
Illinois
– -$362K -20,147 Closed
1
2
3