TDF

Templeton Dragon Fund
TDF

Overview Fund Activity

61 hedge funds and large institutions have $459M invested in Templeton Dragon Fund in 2021 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
61
Holders Change
-2
Holders Change %
-3.17%
% of All Funds
1.06%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
8
Increased
12
Reduced
17
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
COLIM
1
City of London Investment Management
United Kingdom
$238M
2
WAM
2
Wolverine Asset Management
Illinois
$1.09M
3
Morgan Stanley
3
Morgan Stanley
New York
$8.74M
4
UCI
4
Uncommon Cents Investing
Wisconsin
$9.92M
5
LPL Financial
5
LPL Financial
California
$207K

Top Sellers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$101M
2
Wells Fargo
2
Wells Fargo
California
$72.6M
3
Bank of America
3
Bank of America
North Carolina
$4M
4
1CP
4
1607 Capital Partners
Virginia
$6.4M
5
AA
5
Advisory Alpha
Michigan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
51
Allworth Financial
California
$12K – – –
SWM
52
Spire Wealth Management
Virginia
$10K – – –
HI
53
Harbour Investments
Wisconsin
$9K – – –
ASN
54
Advisory Services Network
Georgia
$6K +$6K +250 New
GRP
55
Global Retirement Partners
California
$5K +$5K +227 New
FCA
56
FinTrust Capital Advisors
South Carolina
$4K – – –
AWA
57
Arkadios Wealth Advisors
Georgia
$2K – – –
SWA
58
SOA Wealth Advisors
New York
$2K – – –
WQ
59
Wealth Quarterback
New Jersey
$2K +$2K +100 New
WIM
60
Westside Investment Management
California
$62 – – –
AA
61
Advisory Alpha
Michigan
– -$329K -13,966 Closed
SRC
62
Shufro Rose & Co
New York
– -$271K -11,500 Closed
IAIM
63
International Assets Investment Management
Florida
– -$70K -3,000 Closed
SBL
64
Sargent Bickham Lagudis
Colorado
– -$25K -1,046 Closed
Fifth Third Bancorp
65
Fifth Third Bancorp
Ohio
– -$10K -445 Closed
WAP
66
Wealthcare Advisory Partners
Pennsylvania
– -$9K -400 Closed
SFS
67
Sowell Financial Services
Arkansas
– -$4K -160 Closed
JPMorgan Chase & Co
68
JPMorgan Chase & Co
New York
– -$4K -152 Closed
AIC
69
Ameritas Investment Company
Nebraska
– -$2.36K -100 Closed
SPIA
70
Steward Partners Investment Advisory
New York
– -$966 -41 Closed
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