TDF

Templeton Dragon Fund
TDF

Overview Fund Activity

64 hedge funds and large institutions have $338M invested in Templeton Dragon Fund in 2020 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 13 increasing their positions, 20 reducing their positions, and 5 closing their positions.

Holders
64
Holders Change
+4
Holders Change %
+6.67%
% of All Funds
1.41%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
11
Increased
13
Reduced
20
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
COLIM
1
City of London Investment Management
United Kingdom
$185M
2
Wells Fargo
2
Wells Fargo
California
$44.7M
3
KIM
3
Karpus Investment Management
New York
$2.73M
4
Lazard Asset Management
4
Lazard Asset Management
New York
$61.6M
5
Goldman Sachs
5
Goldman Sachs
New York
$518K

Top Sellers

1
CA
1
Cornerstone Advisors
North Carolina
$1.37M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$0
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$390K
4
6M
4
6 Meridian
Kansas
$0
5
Stifel Financial
5
Stifel Financial
Missouri
$705K
Name Market Value Shares Shares
Change 		Shares
Change %
PA
51
Parallel Advisors
California
$14K 844 – –
JWBC
52
John W. Brooker & Co
California
$11K 650 +650 New
CAL
53
Capital Analysts LLC
Pennsylvania
$9K 550 – –
AF
54
Allworth Financial
California
$9K 500 +500 New
ASN
55
Advisory Services Network
Georgia
$4K 250 – –
US Bancorp
56
US Bancorp
Minnesota
$2K 100 -487 -83%
SFS
57
Sowell Financial Services
Arkansas
$2K 100 – –
EWM
58
EPG Wealth Management
Georgia
$2K 100 – –
FCA
59
FinTrust Capital Advisors
South Carolina
$2K 121 – –
FANJ
60
Financial Architects (New Jersey)
New Jersey
$2K 98 – –
WQ
61
Wealth Quarterback
New Jersey
$1.71K 100 -1,309 -93%
AWA
62
Arkadios Wealth Advisors
Georgia
$1.71K 100 – –
WIM
63
Westside Investment Management
California
$45 2,650 +2,650 New
HighTower Advisors
64
HighTower Advisors
Illinois
– – -88,663 Closed
6M
65
6 Meridian
Kansas
– – -58,879 Closed
LCM
66
Landscape Capital Management
New Jersey
– – -15,250 Closed
FIA
67
FNY Investment Advisers
New York
– – -5,200 Closed
TJHA
68
Thomas J. Herzfeld Advisors
Florida
– – -1,300 Closed
CFGS
69
Concourse Financial Group Securities
Alabama
– – – –
Fidelity Investments
70
Fidelity Investments
Massachusetts
$0 2 +2 New
1 2
3