TDF

Templeton Dragon Fund
TDF

Overview Fund Activity

43 hedge funds and large institutions have $187M invested in Templeton Dragon Fund in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 7 closing their positions.

Holders
43
Holders Change
-1
Holders Change %
-2.27%
% of All Funds
0.74%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
6
Increased
15
Reduced
12
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BI
1
Bulldog Investors
New Jersey
$1.16M
2
BFM
2
Boothbay Fund Management
New York
$1.16M
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$29.8M
4
WAM
4
Wolverine Asset Management
Illinois
$900K
5
SFS
5
Shaker Financial Services
Virginia
$885K

Top Sellers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$48.5M
2
1CP
2
1607 Capital Partners
Virginia
$644K
3
FHA
3
Flagship Harbor Advisors
Massachusetts
$0
4
RCM
4
Rivernorth Capital Management
Florida
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$114K +$6.19K +668 +6%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$108K -$90.1K -9,673 -45%
ARC
28
Advisor Resource Council
Texas
$95K -$5.89K -632 -6%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$93K – – –
JEST
30
JTC Employer Solutions Trustee
Jersey
$65K +$65K +7,007 New
Osaic Holdings
31
Osaic Holdings
Arizona
$51K +$22.4K +2,472 +78%
BCWM
32
Bartlett & Co Wealth Management
Ohio
$42.4K – – –
BC
33
Bartlett & Co
Ohio
$42K – – –
FF
34
FourThought Financial
Florida
$12K – – –
US Bancorp
35
US Bancorp
Minnesota
$9K – – –
IAMOG
36
Investors Asset Management of Georgia
Georgia
$9K – – –
AF
37
Allworth Financial
California
$5K – – –
GWM
38
Geneos Wealth Management
Colorado
$4K -$1.26K -140 -24%
IA
39
IFP Advisors
Florida
$2K – – –
FCA
40
FinTrust Capital Advisors
South Carolina
$2K +$206 +20 +11%
GRP
41
Global Retirement Partners
California
$1K +$100 +13 +11%
WIM
42
Westside Investment Management
California
$24 – – –
FHA
43
Flagship Harbor Advisors
Massachusetts
– -$1.04M -72,977 Closed
RCM
44
Rivernorth Capital Management
Florida
– -$1.02M -71,669 Closed
Citadel Advisors
45
Citadel Advisors
Florida
– -$740K -51,896 Closed
SWM
46
SeaCrest Wealth Management
New York
– -$25K -1,728 Closed
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
– -$9K -641 Closed
SWM
48
Spire Wealth Management
Virginia
– -$6K -406 Closed
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