TDF

Templeton Dragon Fund
TDF

Overview Fund Activity

64 hedge funds and large institutions have $316M invested in Templeton Dragon Fund in 2018 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 19 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
–
Holders Change %
0%
% of All Funds
1.43%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
10
Increased
17
Reduced
19
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
COLIM
1
City of London Investment Management
United Kingdom
$162M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$1.72M
3
Stifel Financial
3
Stifel Financial
Missouri
$1.86M
4
Wells Fargo
4
Wells Fargo
California
$47.7M
5
AG
5
Advisor Group
Arizona
$524K

Top Sellers

1
CA
1
Cornerstone Advisors
North Carolina
$2.45M
2
AFA
2
Arlington Financial Advisors
California
$8.05M
3
AA
3
Advisory Alpha
Michigan
$0
4
UBS Group
4
UBS Group
Switzerland
$1.58M
5
TAM
5
Tocqueville Asset Management
New York
$359K
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
51
ArchPoint Investors
Florida
$29K – – –
PA
52
Parallel Advisors
California
$29K +$14.8K +880 +104%
Fifth Third Bancorp
53
Fifth Third Bancorp
Ohio
$25K – – –
RFC
54
Regions Financial Corp
Alabama
$22K +$16.7K +1,000 +312%
SWM
55
SeaCrest Wealth Management
New York
$20K – – –
WAM
56
Wealthspire Advisors (Maryland)
Maryland
$17K – – –
AIC
57
Ameritas Investment Company
Nebraska
$17K +$17K +1,023 New
US Bancorp
58
US Bancorp
Minnesota
$10K – – –
ASN
59
Advisory Services Network
Georgia
$4K – – –
IA
60
IFP Advisors
Florida
$3K -$20K -1,335 -87%
FANJ
61
Financial Architects (New Jersey)
New Jersey
$2K – – –
FCA
62
FinTrust Capital Advisors
South Carolina
$2K +$2K +108 New
HI
63
Hudock Inc
Pennsylvania
$1K – – –
AA
64
Advisory Alpha
Michigan
– -$1.8M -104,807 Closed
LCS
65
Levin Capital Strategies
New York
– -$242K -12,150 Closed
SAM
66
Silvercrest Asset Management
New York
– -$238K -11,930 Closed
KLI
67
Kelman-Lazarov Inc
Tennessee
– -$223K -11,200 Closed
MML Investors Services
68
MML Investors Services
Massachusetts
– -$212K -10,634 Closed
SWP
69
Stratos Wealth Partners
Ohio
– -$23K -1,150 Closed
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
– -$16K -800 Closed
SPIA
71
Steward Partners Investment Advisory
New York
– -$10K -478 Closed
TFS
72
TrustCore Financial Services
Tennessee
– -$2K -100 Closed
HR
73
Howe & Rusling
New York
– -$1K -50 Closed
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