TDF

Templeton Dragon Fund
TDF

Overview Fund Activity

37 hedge funds and large institutions have $127M invested in Templeton Dragon Fund in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
37
Holders Change
+3
Holders Change %
+8.82%
% of All Funds
0.54%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
9
Increased
11
Reduced
9
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
1
Karpus Investment Management
New York
$6.95M
2
COLIM
2
City of London Investment Management
United Kingdom
$67.6M
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$17.5M
4
Lazard Asset Management
4
Lazard Asset Management
New York
$22.1M
5
WAM
5
Wolverine Asset Management
Illinois
$522K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$798K
2
SIC
2
Samalin Investment Counsel
New York
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
LCM
4
Landscape Capital Management
New Jersey
$464K
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$84.1K
Name Holding Trade Value Shares
Change 		Shares
Change %
JEST
26
JTC Employer Solutions Trustee
Jersey
$56K – – –
CA
27
Clearstead Advisors
Ohio
$42.1K +$42.1K +5,253 New
OP
28
ORG Partners
Indiana
$23.6K +$23.6K +2,933 New
BBPWM
29
Blue Bell Private Wealth Management
Pennsylvania
$21K +$21K +2,622 New
BCWM
30
Bartlett & Co Wealth Management
Ohio
$16.8K – – –
WIM
31
Westside Investment Management
California
$15K – – –
Osaic Holdings
32
Osaic Holdings
Arizona
$7.02K -$3.53K -440 -33%
HI
33
Harbour Investments
Wisconsin
$4.3K – – –
Bessemer Group
34
Bessemer Group
New Jersey
$4K +$4K +520 New
GWM
35
Geneos Wealth Management
Colorado
$3.55K – – –
FFA
36
Farther Finance Advisors
California
$1.79K +$1.79K +223 New
Fidelity Investments
37
Fidelity Investments
Massachusetts
$8 +$8 +1 New
SIC
38
Samalin Investment Counsel
New York
– -$106K -13,475 Closed
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
– -$93.1K -11,839 Closed
US Bancorp
40
US Bancorp
Minnesota
– -$10.2K -1,295 Closed
RCM
41
Raleigh Capital Management
North Carolina
– -$3.69K -470 Closed
CIBC Private Wealth Group
42
CIBC Private Wealth Group
Georgia
– -$7 -1 Closed
First Manhattan
43
First Manhattan
New York
– -$7 -1 Closed
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