TDF

Templeton Dragon Fund
TDF

Overview Fund Activity

34 hedge funds and large institutions have $119M invested in Templeton Dragon Fund in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 10 closing their positions.

Holders
34
Holders Change
-4
Holders Change %
-10.53%
% of All Funds
0.49%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
8
Increased
10
Reduced
9
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
COLIM
1
City of London Investment Management
United Kingdom
$65.2M
2
KIM
2
Karpus Investment Management
New York
$4.61M
3
LCM
3
Landscape Capital Management
New Jersey
$499K
4
Bank of America
4
Bank of America
North Carolina
$1.06M
5
RG
5
Rathbones Group
United Kingdom
$119K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$3.31M
2
KAS
2
Kestra Advisory Services
Texas
$0
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$16.2M
4
CCP
4
Clough Capital Partners
Massachusetts
$0
5
QL
5
Quarry LP
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BCWM
26
Bartlett & Co Wealth Management
Ohio
$16.5K 2,100 – –
WIM
27
Westside Investment Management
California
$14.7K 1,865 – –
Osaic Holdings
28
Osaic Holdings
Arizona
$10.3K 1,315 -760 -37%
US Bancorp
29
US Bancorp
Minnesota
$10.2K 1,295 +1,295 New
HI
30
Harbour Investments
Wisconsin
$4.21K 536 – –
RCM
31
Raleigh Capital Management
North Carolina
$3.69K 470 +470 New
GWM
32
Geneos Wealth Management
Colorado
$3.48K 443 – –
First Manhattan
33
First Manhattan
New York
$7 1 – –
CIBC Private Wealth Group
34
CIBC Private Wealth Group
Georgia
$7 1 +1 New
CCP
35
Clough Capital Partners
Massachusetts
– – -114,513 Closed
QL
36
Quarry LP
New York
– – -37,761 Closed
SIA
37
Sit Investment Associates
Minnesota
– – -25,482 Closed
Deutsche Bank
38
Deutsche Bank
Germany
– – -8,874 Closed
KAS
39
Kestra Advisory Services
Texas
– – -2,718 Closed
EC
40
Elequin Capital
New York
– – -2,044 Closed
ASN
41
Advisory Services Network
Georgia
– – -307 Closed
FCA
42
FinTrust Capital Advisors
South Carolina
– – -194 Closed
WFA
43
West Financial Advisors
Iowa
– – -112 Closed
Fidelity Investments
44
Fidelity Investments
Massachusetts
– – -2 Closed
CFGS
45
Concourse Financial Group Securities
Alabama
– – – –
1
2