TDF

Templeton Dragon Fund
TDF

Overview Fund Activity

59 hedge funds and large institutions have $411M invested in Templeton Dragon Fund in 2020 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 20 reducing their positions, and 14 closing their positions.

Holders
59
Holders Change
-5
Holders Change %
-7.81%
% of All Funds
1.21%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
9
Increased
13
Reduced
20
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$63.6M
2
Lazard Asset Management
2
Lazard Asset Management
New York
$80.5M
3
1CP
3
1607 Capital Partners
Virginia
$16.4M
4
MC
4
Matisse Capital
Oregon
$510K
5
SC
5
Stolper & Co
Oklahoma
$397K

Top Sellers

1
WAM
1
Wolverine Asset Management
Illinois
$134K
2
COLIM
2
City of London Investment Management
United Kingdom
$216M
3
Morgan Stanley
3
Morgan Stanley
New York
$5.05M
4
UBS Group
4
UBS Group
Switzerland
$471K
5
Goldman Sachs
5
Goldman Sachs
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FA
51
Financial Advantage
Maryland
$15K 748 +748 New
TIM
52
Tortoise Investment Management
New York
$13K 668 +668 New
CAL
53
Capital Analysts LLC
Pennsylvania
$11K 550 – –
SF
54
Synovus Financial
Georgia
$5K 239 +239 New
CTC
55
Central Trust Company
Missouri
$5K 260 +260 New
SFS
56
Sowell Financial Services
Arkansas
$2K 100 – –
FCA
57
FinTrust Capital Advisors
South Carolina
$2K 121 – –
FANJ
58
Financial Architects (New Jersey)
New Jersey
$2K 98 – –
WIM
59
Westside Investment Management
California
$53 2,650 – –
Goldman Sachs
60
Goldman Sachs
New York
– – -30,399 Closed
Geode Capital Management
61
Geode Capital Management
Massachusetts
– – -22,922 Closed
WMG
62
WESCAP Management Group
California
– – -19,030 Closed
MML Investors Services
63
MML Investors Services
Massachusetts
– – -13,732 Closed
AC
64
Almitas Capital
California
– – -10,925 Closed
AI
65
ArchPoint Investors
Florida
– – -1,700 Closed
KFI
66
Key Financial Inc
Pennsylvania
– – -1,000 Closed
JWBC
67
John W. Brooker & Co
California
– – -650 Closed
AF
68
Allworth Financial
California
– – -500 Closed
ASN
69
Advisory Services Network
Georgia
– – -250 Closed
AWA
70
Arkadios Wealth Advisors
Georgia
– – -100 Closed
EWM
71
EPG Wealth Management
Georgia
– – -100 Closed
WQ
72
Wealth Quarterback
New Jersey
– – -100 Closed
Fidelity Investments
73
Fidelity Investments
Massachusetts
– – -2 Closed
CFGS
74
Concourse Financial Group Securities
Alabama
– – – –
1 2
3