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TDF

Templeton Dragon Fund

60 hedge funds and large institutions have $349M invested in Templeton Dragon Fund in 2015 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 18 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

0.9% more ownership

Funds ownership: 52.23%53.13% (+0.9%)

0% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 18

8% less funds holding

Funds holding: 6560 (-5)

24% less capital invested

Capital invested by funds: $457M → $349M (-$108M)

40% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 10

Holders
60
Holders Change
-5
Holders Change %
-7.69%
% of All Funds
1.68%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
6
Increased
18
Reduced
18
Closed
10
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
$171M +$4.41M +208,498 +2%
Lazard Asset Management
2
Lazard Asset Management
New York
$58.4M +$631K +29,850 +1%
Wells Fargo
3
Wells Fargo
California
$48.4M +$5.82M +275,353 +12%
HCM
4
Hollencrest Capital Management
California
$12.9M +$1.56M +73,979 +12%
1CP
5
1607 Capital Partners
Virginia
$12.7M -$131K -6,200 -0.9%
Morgan Stanley
6
Morgan Stanley
New York
$8.58M -$995K -47,059 -9%
NSAM
7
North Star Asset Management
Wisconsin
$4.91M +$256K +12,080 +5%
ZA
8
Zweig Advisers
Connecticut
$4.86M
Bank of America
9
Bank of America
North Carolina
$2.91M +$237K +11,206 +8%
SI
10
SII Investments
Wisconsin
$2.45M +$401K +18,975 +17%
GFM
11
Gramercy Funds Management
Connecticut
$2.13M +$634K +29,984 +36%
TAM
12
Tocqueville Asset Management
New York
$2.1M -$96.8K -4,575 -4%
UBS Group
13
UBS Group
Switzerland
$1.82M +$218K +10,319 +12%
CC
14
Cornerstone Capital
California
$1.61M -$374K -17,685 -17%
KIM
15
Karpus Investment Management
New York
$1.6M -$385K -18,201 -18%
Stifel Financial
16
Stifel Financial
Missouri
$1.42M -$26.3K -1,245 -2%
FRM
17
Foundation Resource Management
Arkansas
$1.22M -$10.6K -500 -0.8%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$986K -$26.7K -1,264 -2%
CA
19
Cornerstone Advisors
North Carolina
$912K -$1.31M -62,100 -56%
AMI
20
Amica Mutual Insurance
Rhode Island
$821K +$509K +24,054 +121%
RIM
21
Regent Investment Management
Kentucky
$699K -$142K -6,702 -15%
LPL Financial
22
LPL Financial
California
$565K +$23.7K +1,120 +4%
HP
23
Holowesko Partners
Bahamas
$561K
APFBOT
24
Amica Pension Fund Board of Trustees
Rhode Island
$555K +$343K +16,204 +120%
WJA
25
Williams Jones & Associates
New York
$463K

TDF Hedge Fund Activity: Q3 2015 in Review

60 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Templeton Dragon Fund (TDF) for Q3 2015, worth a combined $349M — down 24% from $457M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of TDF and 6 opened new positions — a net loss of 4 holders — while 18 trimmed existing stakes and 18 added.

The largest buyer was Wells Fargo, adding an estimated $5.82M. The largest seller was Wolverine Asset Management, exiting entirely with an estimated $3.29M sold.

  • 60 institutional investors held Templeton Dragon Fund (TDF) as of Q3 2015, down from 65 in Q2 2015.
  • Funds reported $349M of Templeton Dragon Fund stock for Q3 2015, down 24% quarter-over-quarter.
  • 6 funds opened new Templeton Dragon Fund positions in Q3 2015 and 10 closed out, a net change of -4 holders.
  • The largest Templeton Dragon Fund buyer in Q3 2015 was Wells Fargo, an estimated $5.82M added.
  • The largest Templeton Dragon Fund seller in Q3 2015 was Wolverine Asset Management, an estimated $3.29M sold.

Based on aggregated 13F filings for Q3 2015.