TDF

Templeton Dragon Fund
TDF

Overview Fund Activity

39 hedge funds and large institutions have $221M invested in Templeton Dragon Fund in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
39
Holders Change
-1
Holders Change %
-2.5%
% of All Funds
0.62%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
3
Increased
8
Reduced
17
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
COLIM
1
City of London Investment Management
United Kingdom
$121M
2
Morgan Stanley
2
Morgan Stanley
New York
$3.16M
3
SFS
3
Shaker Financial Services
Virginia
$1.34M
4
OFG
4
OTA Financial Group
New York
$435K
5
Ameriprise
5
Ameriprise
Minnesota
$183K

Top Sellers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$44.3M
2
WAM
2
Wolverine Asset Management
Illinois
$786K
3
CWP
3
Core Wealth Partners
California
$0
4
QC
4
Quantedge Capital
Singapore
$451K
5
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$38.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAIM
26
International Assets Investment Management
Florida
$109K -$9.53K -900 -8%
Deutsche Bank
27
Deutsche Bank
Germany
$94K – – –
JEST
28
JTC Employer Solutions Trustee
Jersey
$74K – – –
BCWM
29
Bartlett & Co Wealth Management
Ohio
$44.5K -$3.71K -350 -8%
BC
30
Bartlett & Co
Ohio
$44K -$3.67K -350 -8%
JPMorgan Chase & Co
31
JPMorgan Chase & Co
New York
$44K +$44K +4,160 New
WIM
32
Westside Investment Management
California
$28.1K – – –
Osaic Holdings
33
Osaic Holdings
Arizona
$25.5K – – –
US Bancorp
34
US Bancorp
Minnesota
$10.5K – – –
AF
35
Allworth Financial
California
$5.3K – – –
GWM
36
Geneos Wealth Management
Colorado
$4.69K – – –
ASN
37
Advisory Services Network
Georgia
$2.65K – – –
FCA
38
FinTrust Capital Advisors
South Carolina
$1.99K – – –
WFA
39
West Financial Advisors
Iowa
$1.18K – – –
LFAS
40
Level Four Advisory Services
Texas
– -$153K -15,000 Closed
AC
41
Almitas Capital
California
– -$102K -10,000 Closed
CWP
42
Core Wealth Partners
California
– -$309K -1,000 Closed
AFG
43
Albion Financial Group
Utah
– -$2.1K -205 Closed
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