TDF

Templeton Dragon Fund
TDF

Overview Fund Activity

49 hedge funds and large institutions have $265M invested in Templeton Dragon Fund in 2022 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 10 increasing their positions, 15 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
-1
Holders Change %
-2%
% of All Funds
0.78%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
10
Increased
10
Reduced
15
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$67.6M
2
RCM
2
Rivernorth Capital Management
Florida
$1.31M
3
Citadel Advisors
3
Citadel Advisors
Florida
$666K
4
UCI
4
Uncommon Cents Investing
Wisconsin
$6.28M
5
VIM
5
Vista Investment Management
Pennsylvania
$203K

Top Sellers

1
WFA
1
Websterrogers Financial Advisors
South Carolina
$0
2
COLIM
2
City of London Investment Management
United Kingdom
$133M
3
Morgan Stanley
3
Morgan Stanley
New York
$2.4M
4
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$40.8M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$298K
Name Holding Trade Value Shares
Change 		Shares
Change %
VIM
26
Vista Investment Management
Pennsylvania
$203K +$203K +15,157 New
QC
27
Quantedge Capital
Singapore
$185K -$126K -9,400 -40%
TWM
28
Triton Wealth Management
Arizona
$174K – – –
BPA
29
Beacon Pointe Advisors
California
$169K +$169K +12,658 New
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$156K -$30.5K -2,287 -16%
Walleye Capital
31
Walleye Capital
New York
$143K -$6.86K -511 -5%
ARC
32
Advisor Resource Council
Texas
$137K -$9.16K -682 -6%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$134K -$32.1K -2,399 -19%
BC
34
Bartlett & Co
Ohio
$61K +$61K +4,550 New
BCWM
35
Bartlett & Co Wealth Management
Ohio
$60.9K +$60.9K +4,550 New
Osaic Holdings
36
Osaic Holdings
Arizona
$43K -$149K -10,913 -78%
FF
37
FourThought Financial
Florida
$17K – – –
US Bancorp
38
US Bancorp
Minnesota
$13K – – –
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$9K – – –
AF
40
Allworth Financial
California
$7K – – –
GWM
41
Geneos Wealth Management
Colorado
$7K – – –
TC
42
Trust Company
Kansas
$7K +$7K +509 New
SWM
43
Spire Wealth Management
Virginia
$5K – – –
FCA
44
FinTrust Capital Advisors
South Carolina
$2K – – –
IA
45
IFP Advisors
Florida
$2K +$2K +100 New
GRP
46
Global Retirement Partners
California
$1K +$1K +117 New
WIM
47
Westside Investment Management
California
$35 – – –
WFA
48
Websterrogers Financial Advisors
South Carolina
– -$2.42M -142,500 Closed
WAM
49
Weiss Asset Management
Massachusetts
– -$443K -26,041 Closed
LCM
50
Landscape Capital Management
New Jersey
– -$389K -22,867 Closed
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2
3