TDF

Templeton Dragon Fund
TDF

Overview Fund Activity

39 hedge funds and large institutions have $160M invested in Templeton Dragon Fund in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
39
Holders Change
+2
Holders Change %
+5.41%
% of All Funds
0.56%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
7
Increased
16
Reduced
9
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ohio Public Employees Retirement System (OPERS)
1
Ohio Public Employees Retirement System (OPERS)
Ohio
$10.9M
2
COLIM
2
City of London Investment Management
United Kingdom
$80.1M
3
WAM
3
Wolverine Asset Management
Illinois
$1.29M
4
1WA
4
180 Wealth Advisors
Washington
$948K
5
KIM
5
Karpus Investment Management
New York
$8.54M

Top Sellers

1
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$19.2M
2
LCM
2
Landscape Capital Management
New Jersey
$0
3
Lazard Asset Management
3
Lazard Asset Management
New York
$24.8M
4
Bank of America
4
Bank of America
North Carolina
$699K
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JEST
26
JTC Employer Solutions Trustee
Jersey
$64K – – –
CA
27
Clearstead Advisors
Ohio
$57.4K +$9.3K +1,015 +19%
BBPWM
28
Blue Bell Private Wealth Management
Pennsylvania
$43.7K +$19.7K +2,150 +82%
US Bancorp
29
US Bancorp
Minnesota
$33K +$33K +3,600 New
IAIM
30
International Assets Investment Management
Florida
$24K +$21.5K +196,913 +856%
BCWM
31
Bartlett & Co Wealth Management
Ohio
$19.2K – – –
WIM
32
Westside Investment Management
California
$17.1K – – –
Jones Financial Companies
33
Jones Financial Companies
Missouri
$13.5K +$13.5K +1,499 New
Osaic Holdings
34
Osaic Holdings
Arizona
$10.8K +$2.82K +308 +35%
TJHA
35
Thomas J. Herzfeld Advisors
Florida
$8.94K +$8.94K +976 New
HI
36
Harbour Investments
Wisconsin
$8.57K +$3.66K +400 +75%
Bessemer Group
37
Bessemer Group
New Jersey
$5K +$548 +64 +12%
GWM
38
Geneos Wealth Management
Colorado
$4.06K – – –
GEA
39
Glen Eagle Advisors
New Jersey
$110 +$110 +12 New
LCM
40
Landscape Capital Management
New Jersey
– -$464K -57,865 Closed
Citadel Advisors
41
Citadel Advisors
Florida
– -$80.5K -10,040 Closed
OP
42
ORG Partners
Indiana
– -$23.6K -2,933 Closed
FFA
43
Farther Finance Advisors
California
– -$1.79K -223 Closed
Fidelity Investments
44
Fidelity Investments
Massachusetts
– -$8 -1 Closed
1
2