TDF

Templeton Dragon Fund
TDF

Overview Fund Activity

77 hedge funds and large institutions have $430M invested in Templeton Dragon Fund in 2018 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 21 reducing their positions, and 6 closing their positions.

Holders
77
Holders Change
+4
Holders Change %
+5.48%
% of All Funds
1.77%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
10
Increased
23
Reduced
21
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$4.33M
2
Morgan Stanley
2
Morgan Stanley
New York
$9.03M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$2.39M
4
COLIM
4
City of London Investment Management
United Kingdom
$210M
5
WAM
5
Wolverine Asset Management
Illinois
$4.48M

Top Sellers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$71.9M
2
GFM
2
Gramercy Funds Management
Connecticut
$0
3
FRM
3
Foundation Resource Management
Arkansas
$295K
4
AFA
4
Arlington Financial Advisors
California
$11.7M
5
BFM
5
Boothbay Fund Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
WIM
51
Westside Investment Management
California
$57.9K 2,650 – –
GWM
52
Geneos Wealth Management
Colorado
$57K 2,601 – –
IA
53
IFP Advisors
Florida
$55K 2,535 – –
BAM
54
Barrett Asset Management
New York
$44K 2,000 – –
AI
55
ArchPoint Investors
Florida
$38K 1,700 – –
CIBC Private Wealth Group
56
CIBC Private Wealth Group
Georgia
$37K 1,666 – –
Fifth Third Bancorp
57
Fifth Third Bancorp
Ohio
$34K 1,547 +72 +5%
WAM
58
Wealthspire Advisors (Maryland)
Maryland
$29K 1,300 +1,000 +333%
SWM
59
SeaCrest Wealth Management
New York
$27K 1,200 – –
SWP
60
Stratos Wealth Partners
Ohio
$26K 1,150 +900 +360%
PA
61
Parallel Advisors
California
$19K 844 – –
Northwestern Mutual Wealth Management
62
Northwestern Mutual Wealth Management
Wisconsin
$18K 800 – –
SEI Investments
63
SEI Investments
Pennsylvania
$16K 738 +728 +7,280%
IWM
64
IHT Wealth Management
Illinois
$14K 622 – –
US Bancorp
65
US Bancorp
Minnesota
$13K 587 – –
SPIA
66
Steward Partners Investment Advisory
New York
$10K 478 – –
AF
67
Advisornet Financial
Minnesota
$7K 300 -180 -38%
CT
68
CPF Texas
Texas
$7K 334 – –
RFC
69
Regions Financial Corp
Alabama
$7K 321 +151 +89%
ASN
70
Advisory Services Network
Georgia
$6K 250 – –
OIA
71
OneDigital Investment Advisors
Kansas
$4K 169 – –
FANJ
72
Financial Architects (New Jersey)
New Jersey
$2K 98 – –
HI
73
Hudock Inc
Pennsylvania
$2K 100 – –
AG
74
Advisor Group
Arizona
$1K 50 – –
HR
75
Howe & Rusling
New York
$1K 50 +50 New
1 2
3
4