TDF

Templeton Dragon Fund
TDF

Overview Fund Activity

34 hedge funds and large institutions have $185M invested in Templeton Dragon Fund in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
34
Holders Change
-1
Holders Change %
-2.86%
% of All Funds
0.54%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
7
Reduced
13
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
COLIM
1
City of London Investment Management
United Kingdom
$104M
2
KIM
2
Karpus Investment Management
New York
$1.89M
3
1CP
3
1607 Capital Partners
Virginia
$986K
4
WAM
4
Wolverine Asset Management
Illinois
$236K
5
Bank of America
5
Bank of America
North Carolina
$1.14M

Top Sellers

1
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$30.9M
2
SC
2
Stolper & Co
Oklahoma
$0
3
Lazard Asset Management
3
Lazard Asset Management
New York
$35.5M
4
Morgan Stanley
4
Morgan Stanley
New York
$2.41M
5
GA
5
Greytown Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$22.4K +$6.77K +793 +43%
US Bancorp
27
US Bancorp
Minnesota
$8.43K – – –
GI
28
Gradient Investments
Minnesota
$7.26K +$7.26K +850 New
HI
29
Harbour Investments
Wisconsin
$7.07K +$7.07K +828 New
AF
30
Allworth Financial
California
$4.27K – – –
GWM
31
Geneos Wealth Management
Colorado
$3.78K – – –
FCA
32
FinTrust Capital Advisors
South Carolina
$1.66K – – –
WFA
33
West Financial Advisors
Iowa
$953 – – –
First Manhattan
34
First Manhattan
New York
$8 +$8 +1 New
SC
35
Stolper & Co
Oklahoma
– -$388K -42,574 Closed
GA
36
Greytown Advisors
Florida
– -$193K -21,200 Closed
LPL Financial
37
LPL Financial
California
– -$96.6K -10,603 Closed
FFA
38
Farther Finance Advisors
California
– -$4.56K -500 Closed
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
– -$5K -500 Closed
CAS
40
Coppell Advisory Solutions
Texas
– -$2.31K -256 Closed
1
2