TDF

Templeton Dragon Fund
TDF

Overview Fund Activity

73 hedge funds and large institutions have $419M invested in Templeton Dragon Fund in 2017 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 16 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
73
Holders Change
+11
Holders Change %
+17.74%
% of All Funds
1.66%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
21
Increased
16
Reduced
17
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
Cornerstone Advisors
North Carolina
$9.61M
2
COLIM
City of London Investment Management
United Kingdom
$202M
3
WAM
Wolverine Asset Management
Illinois
$3.33M
4
Morgan Stanley
Morgan Stanley
New York
$6.85M
5
Millennium Management
Millennium Management
New York
$481K

Top Sellers

1
Lazard Asset Management
Lazard Asset Management
New York
$78.5M
2
SI
SII Investments
Wisconsin
$0
3
AA
Advisory Alpha
Michigan
$0
4
Wells Fargo
Wells Fargo
California
$58.4M
5
LCM
Laurion Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
51
Geneos Wealth Management
Colorado
$55K – – –
BAM
52
Barrett Asset Management
New York
$43K +$43K +2,000 New
AI
53
ArchPoint Investors
Florida
$37K – – –
CIBC Private Wealth Group
54
CIBC Private Wealth Group
Georgia
$36K +$36K +1,666 New
Fifth Third Bancorp
55
Fifth Third Bancorp
Ohio
$32K – – –
SWM
56
SeaCrest Wealth Management
New York
$26K +$26K +1,200 New
PA
57
Parallel Advisors
California
$18K – – –
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$17K -$48.5K -2,284 -74%
IWM
59
IHT Wealth Management
Illinois
$14K +$1.17K +52 +9%
US Bancorp
60
US Bancorp
Minnesota
$13K -$48.9K -2,210 -79%
SPIA
61
Steward Partners Investment Advisory
New York
$10K +$10K +478 New
AF
62
Advisornet Financial
Minnesota
$10K +$10K +480 New
CT
63
CPF Texas
Texas
$7K +$7K +334 New
WAM
64
Wealthspire Advisors (Maryland)
Maryland
$6K – – –
ASN
65
Advisory Services Network
Georgia
$5K – – –
SWP
66
Stratos Wealth Partners
Ohio
$5K +$5K +250 New
OIA
67
OneDigital Investment Advisors
Kansas
$4K – – –
RFC
68
Regions Financial Corp
Alabama
$4K +$4K +170 New
FANJ
69
Financial Architects (New Jersey)
New Jersey
$2K – – –
HI
70
Hudock Inc
Pennsylvania
$2K – – –
AG
71
Advisor Group
Arizona
$1K – – –
Walleye Trading
72
Walleye Trading
New York
$262 +$262 +12,200 New
SI
73
SII Investments
Wisconsin
– -$6.56M -314,755 Closed
AA
74
Advisory Alpha
Michigan
– -$1.92M -87,707 Closed
LCM
75
Laurion Capital Management
New York
– -$512K -24,626 Closed
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