TDF

Templeton Dragon Fund
TDF

Overview Fund Activity

40 hedge funds and large institutions have $211M invested in Templeton Dragon Fund in 2022 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 8 increasing their positions, 13 reducing their positions, and 12 closing their positions.

Holders
40
Holders Change
-3
Holders Change %
-6.98%
% of All Funds
0.65%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
10
Increased
8
Reduced
13
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
COLIM
1
City of London Investment Management
United Kingdom
$110M
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$37.4M
3
KIM
3
Karpus Investment Management
New York
$927K
4
WAM
4
Wolverine Asset Management
Illinois
$1.81M
5
Morgan Stanley
5
Morgan Stanley
New York
$2.69M

Top Sellers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$46.5M
2
BI
2
Bulldog Investors
New Jersey
$0
3
BFM
3
Boothbay Fund Management
New York
$0
4
CIBC World Market
4
CIBC World Market
Ontario, Canada
$0
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$110K -$8.1K -795 -7%
AC
27
Almitas Capital
California
$102K +$102K +10,000 New
Deutsche Bank
28
Deutsche Bank
Germany
$90.7K -$64.8K -6,341 -42%
JEST
29
JTC Employer Solutions Trustee
Jersey
$72K – – –
BC
30
Bartlett & Co
Ohio
$47K – – –
BCWM
31
Bartlett & Co Wealth Management
Ohio
$46.5K – – –
Osaic Holdings
32
Osaic Holdings
Arizona
$25K -$33.4K -3,220 -57%
US Bancorp
33
US Bancorp
Minnesota
$10.1K – – –
AF
34
Allworth Financial
California
$5.11K – – –
GWM
35
Geneos Wealth Management
Colorado
$4.53K – – –
ASN
36
Advisory Services Network
Georgia
$2.56K +$2.56K +250 New
AFG
37
Albion Financial Group
Utah
$2.1K +$2.1K +205 New
FCA
38
FinTrust Capital Advisors
South Carolina
$1.99K – – –
WFA
39
West Financial Advisors
Iowa
$1.14K +$1.14K +112 New
WIM
40
Westside Investment Management
California
$27 – – –
BI
41
Bulldog Investors
New Jersey
– -$1.16M -125,000 Closed
BFM
42
Boothbay Fund Management
New York
– -$1.16M -125,000 Closed
CIBC World Market
43
CIBC World Market
Ontario, Canada
– -$158K -16,929 Closed
Mercer Global Advisors
44
Mercer Global Advisors
Colorado
– -$153K -16,419 Closed
SI
45
Stephens Inc
Arkansas
– -$123K -13,244 Closed
Ameriprise
46
Ameriprise
Minnesota
– -$114K -12,298 Closed
ARC
47
Advisor Resource Council
Texas
– -$95K -10,200 Closed
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
– -$93K -10,000 Closed
IAMOG
49
Investors Asset Management of Georgia
Georgia
– -$9K -1,000 Closed
GRP
50
Global Retirement Partners
California
– -$1K -130 Closed
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