TDF

Templeton Dragon Fund
TDF

Overview Fund Activity

45 hedge funds and large institutions have $142M invested in Templeton Dragon Fund in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 13 reducing their positions, and 2 closing their positions.

Holders
45
Holders Change
+6
Holders Change %
+15.38%
% of All Funds
0.6%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
8
Increased
12
Reduced
13
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MC
1
Matisse Capital
Oregon
$2.79M
2
WAM
2
Wolverine Asset Management
Illinois
$2.06M
3
1WA
3
180 Wealth Advisors
Washington
$1.48M
4
Cohen & Steers
4
Cohen & Steers
New York
$255K
5
Morgan Stanley
5
Morgan Stanley
New York
$3.86M

Top Sellers

1
Ohio Public Employees Retirement System (OPERS)
1
Ohio Public Employees Retirement System (OPERS)
Ohio
$0
2
IAIM
2
International Assets Investment Management
Florida
$176K
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$17.1M
4
Lazard Asset Management
4
Lazard Asset Management
New York
$22.7M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
26
Almitas Capital
California
$101K +$101K +11,925 New
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$92.9K -$13.7K -1,609 -13%
LCM
28
Landscape Capital Management
New Jersey
$91.8K +$91.8K +10,817 New
JEST
29
JTC Employer Solutions Trustee
Jersey
$60K – – –
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$54K -$5.68K -667 -10%
CA
31
Clearstead Advisors
Ohio
$53.2K – – –
BBPWM
32
Blue Bell Private Wealth Management
Pennsylvania
$42.2K +$1.7K +200 +4%
EC
33
Elequin Capital
New York
$38.3K +$38.3K +4,514 New
US Bancorp
34
US Bancorp
Minnesota
$30.6K – – –
BCWM
35
Bartlett & Co Wealth Management
Ohio
$17.8K – – –
WIM
36
Westside Investment Management
California
$15.8K – – –
Jones Financial Companies
37
Jones Financial Companies
Missouri
$12.7K – – –
Osaic Holdings
38
Osaic Holdings
Arizona
$9.62K -$425 -50 -4%
TJHA
39
Thomas J. Herzfeld Advisors
Florida
$9.3K +$1.01K +119 +12%
Bessemer Group
40
Bessemer Group
New Jersey
$5K -$468 -50 -9%
HI
41
Harbour Investments
Wisconsin
$4.55K -$3.4K -400 -43%
GWM
42
Geneos Wealth Management
Colorado
$3.76K – – –
IA
43
IFP Advisors
Florida
$2.75K +$2.75K +324 New
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$2.47K +$2.47K +291 New
GEA
45
Glen Eagle Advisors
New Jersey
$102 – – –
Ohio Public Employees Retirement System (OPERS)
46
Ohio Public Employees Retirement System (OPERS)
Ohio
– -$10.9M -1,192,335 Closed
Cetera Investment Advisers
47
Cetera Investment Advisers
Illinois
– -$92.7K -10,118 Closed
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