TDF

Templeton Dragon Fund
TDF

Overview Fund Activity

44 hedge funds and large institutions have $286M invested in Templeton Dragon Fund in 2022 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 12 increasing their positions, 13 reducing their positions, and 7 closing their positions.

Holders
44
Holders Change
-5
Holders Change %
-10.2%
% of All Funds
0.74%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
2
Increased
12
Reduced
13
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$76.2M
2
COLIM
2
City of London Investment Management
United Kingdom
$143M
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$44.1M
4
Morgan Stanley
4
Morgan Stanley
New York
$3.06M
5
UCI
5
Uncommon Cents Investing
Wisconsin
$6.83M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$953K
2
WAM
2
Wolverine Asset Management
Illinois
$112K
3
RCM
3
Rivernorth Capital Management
Florida
$1.02M
4
1CP
4
1607 Capital Partners
Virginia
$2.98M
5
VIM
5
Vista Investment Management
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ARC
26
Advisor Resource Council
Texas
$154K +$8.99K +632 +6%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$143K – – –
WAM
28
Wolverine Asset Management
Illinois
$112K -$479K -33,874 -81%
BC
29
Bartlett & Co
Ohio
$65K – – –
BCWM
30
Bartlett & Co Wealth Management
Ohio
$64.9K – – –
Osaic Holdings
31
Osaic Holdings
Arizona
$46K – – –
SWM
32
SeaCrest Wealth Management
New York
$25K +$25K +1,728 New
FF
33
FourThought Financial
Florida
$19K – – –
US Bancorp
34
US Bancorp
Minnesota
$14K – – –
IAMOG
35
Investors Asset Management of Georgia
Georgia
$14K +$14K +1,000 New
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$9K – – –
GWM
37
Geneos Wealth Management
Colorado
$8K – – –
AF
38
Allworth Financial
California
$7K – – –
SWM
39
Spire Wealth Management
Virginia
$6K – – –
IA
40
IFP Advisors
Florida
$2K – – –
FCA
41
FinTrust Capital Advisors
South Carolina
$2K – – –
GRP
42
Global Retirement Partners
California
$2K – – –
WIM
43
Westside Investment Management
California
$37 – – –
VIM
44
Vista Investment Management
Pennsylvania
– -$203K -15,157 Closed
BPA
45
Beacon Pointe Advisors
California
– -$169K -12,658 Closed
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
– -$156K -11,680 Closed
TWM
47
Triton Wealth Management
Arizona
– -$174K -10,859 Closed
Walleye Capital
48
Walleye Capital
New York
– -$143K -10,646 Closed
TC
49
Trust Company
Kansas
– -$7K -509 Closed
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