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TDF

Templeton Dragon Fund

65 hedge funds and large institutions have $457M invested in Templeton Dragon Fund in 2015 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 16 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

3% more funds holding

Funds holding: 6365 (+2)

0.98% more ownership

Funds ownership: 51.24%52.23% (+0.98%)

1% more capital invested

Capital invested by funds: $454M → $457M (+$2.61M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

16% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 19

Holders
65
Holders Change
+2
Holders Change %
+3.17%
% of All Funds
1.75%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
16
Reduced
19
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
COLIM
1
City of London Investment Management
United Kingdom
$222M -$6.15M -229,151 -3%
Lazard Asset Management
2
Lazard Asset Management
New York
$76.7M -$497K -18,525 -0.6%
Wells Fargo
3
Wells Fargo
California
$57.5M +$6.38M +237,749 +11%
1CP
4
1607 Capital Partners
Virginia
$17M +$779K +29,036 +4%
HCM
5
Hollencrest Capital Management
California
$15.2M
Morgan Stanley
6
Morgan Stanley
New York
$12.6M -$644K -24,000 -5%
ZA
7
Zweig Advisers
Connecticut
$6.45M -$1.29M -48,000 -16%
NSAM
8
North Star Asset Management
Wisconsin
$6.22M -$87.3K -3,255 -1%
Bank of America
9
Bank of America
North Carolina
$3.59M -$262K -9,762 -6%
WAM
10
Wolverine Asset Management
Illinois
$3.29M +$3.46M +128,895 +3,222%
TAM
11
Tocqueville Asset Management
New York
$2.9M -$112K -4,185 -3%
SI
12
SII Investments
Wisconsin
$2.79M +$340K +12,660 +13%
CA
13
Cornerstone Advisors
North Carolina
$2.75M +$2.29M +85,187 +331%
CC
14
Cornerstone Capital
California
$2.58M -$297K -11,080 -10%
KIM
15
Karpus Investment Management
New York
$2.57M +$83.9K +3,126 +3%
UBS Group
16
UBS Group
Switzerland
$2.16M -$150K -5,601 -6%
GFM
17
Gramercy Funds Management
Connecticut
$2.08M +$1.53M +56,904 +210%
Stifel Financial
18
Stifel Financial
Missouri
$1.91M +$463K +17,254 +29%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$1.82M
FRM
20
Foundation Resource Management
Arkansas
$1.63M
DA
21
Doliver Advisors
Texas
$1.54M +$580K +21,627 +53%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$1.34M -$65.7K -2,447 -4%
RIM
23
Regent Investment Management
Kentucky
$1.09M -$13.4K -500 -1%
HP
24
Holowesko Partners
Bahamas
$744K
LCM
25
Landscape Capital Management
New Jersey
$710K +$768K +28,622 New

TDF Hedge Fund Activity: Q2 2015 in Review

65 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Templeton Dragon Fund (TDF) for Q2 2015, worth a combined $457M — up 0.58% from $454M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new TDF positions and 6 closed out — a net gain of 4 holders — while 16 added to existing stakes and 19 trimmed.

The largest buyer was Wells Fargo, adding an estimated $6.38M. The largest seller was City of London Investment Management, cutting an estimated $6.15M.

  • 65 institutional investors held Templeton Dragon Fund (TDF) as of Q2 2015, up from 63 in Q1 2015.
  • Funds reported $457M of Templeton Dragon Fund stock for Q2 2015, up 0.58% quarter-over-quarter.
  • 10 funds opened new Templeton Dragon Fund positions in Q2 2015 and 6 closed out, a net change of +4 holders.
  • The largest Templeton Dragon Fund buyer in Q2 2015 was Wells Fargo, an estimated $6.38M added.
  • The largest Templeton Dragon Fund seller in Q2 2015 was City of London Investment Management, an estimated $6.15M sold.

Based on aggregated 13F filings for Q2 2015.