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TDF

Templeton Dragon Fund
TDF

76 hedge funds and large institutions have $440M invested in Templeton Dragon Fund in 2013 Q2 according to their latest regulatory filings, with 76 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

46.14% more ownership

Funds ownership: 0% → 46.14% (+46%)

Holders
76
Holders Change
+76
Holders Change %
–
% of All Funds
2.48%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
76
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
COLIM
1
City of London Investment Management
United Kingdom
$238M +$253M +9,413,115 New
Lazard Asset Management
2
Lazard Asset Management
New York
$82.1M +$87.9M +3,270,668 New
Wells Fargo
3
Wells Fargo
California
$23M +$24.7M +917,232 New
1CP
4
1607 Capital Partners
Virginia
$16.8M +$18M +668,374 New
Morgan Stanley
5
Morgan Stanley
New York
$13.1M +$14M +521,634 New
ZA
6
Zweig Advisers
Connecticut
$9.11M +$9.76M +363,000 New
NSAM
7
North Star Asset Management
Wisconsin
$5.77M +$6.18M +229,792 New
CC
8
Cornerstone Capital
California
$4.93M +$5.28M +196,455 New
WG
9
Winchester Group
New York
$4.56M +$4.88M +181,609 New
KIM
10
Karpus Investment Management
New York
$3.87M +$4.14M +154,053 New
JP Morgan Chase
11
JP Morgan Chase
New York
$3.37M +$3.61M +134,389 New
Bank of America
12
Bank of America
North Carolina
$2.75M +$2.95M +109,674 New
U
13
UBS
Switzerland
$2.69M +$2.88M +107,316 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$2.62M +$2.8M +104,294 New
DT
15
Diversified Trust
Tennessee
$1.95M +$2.09M +77,630 New
CA
16
Cornerstone Advisors
North Carolina
$1.69M +$1.81M +67,184 New
FRM
17
Foundation Resource Management
Arkansas
$1.65M +$1.77M +65,876 New
Chevy Chase Trust
18
Chevy Chase Trust
Maryland
$1.61M +$1.73M +64,353 New
RIM
19
Regent Investment Management
Kentucky
$1.38M +$1.48M +54,974 New
WJA
20
Williams Jones & Associates
New York
$1.35M +$1.45M +53,865 New
WAM
21
Wolverine Asset Management
Illinois
$1.24M +$1.32M +49,223 New
SNC
22
Stifel Nicolaus & Co
Missouri
$1.18M +$1.27M +47,183 New
CAN
23
Cetera Advisor Networks
California
$1.05M +$1.11M +41,454 New
SI
24
SII Investments
Wisconsin
$964K +$1.03M +38,213 New
SFS
25
Shaker Financial Services
Virginia
$940K +$1.01M +37,449 New
1
2 3 4

TDF Hedge Fund Activity: Q2 2013 in Review

76 of the 3,065 institutional investors tracked by Wall St. Rank reported a position in Templeton Dragon Fund (TDF) for Q2 2013, worth a combined $440M.

Buyers outnumbered sellers: 76 funds opened new TDF positions and 0 closed out — a net gain of 76 holders — while 0 added to existing stakes and 0 trimmed.

  • 76 institutional investors held Templeton Dragon Fund (TDF) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $440M of Templeton Dragon Fund stock for Q2 2013.
  • 76 funds opened new Templeton Dragon Fund positions in Q2 2013 and 0 closed out, a net change of +76 holders.

Based on aggregated 13F filings for Q2 2013.