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TDF

Templeton Dragon Fund

67 hedge funds and large institutions have $337M invested in Templeton Dragon Fund in 2016 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 12 increasing their positions, 23 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

6% more funds holding

Funds holding: 6367 (+4)

1.57% more ownership

Funds ownership: 54.38%55.94% (+1.6%)

3% more capital invested

Capital invested by funds: $327M → $337M (+$9.75M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

48% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 23

Holders
67
Holders Change
+4
Holders Change %
+6.35%
% of All Funds
1.79%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
9
Increased
12
Reduced
23
Closed
5
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
$165M +$5.53M +325,739 +4%
Lazard Asset Management
2
Lazard Asset Management
New York
$67M -$56K -3,304 -0.1%
Wells Fargo
3
Wells Fargo
California
$51.6M -$2.33M -137,253 -4%
1CP
4
1607 Capital Partners
Virginia
$11.7M +$48.5K +2,861 +0.4%
Morgan Stanley
5
Morgan Stanley
New York
$5.99M +$584K +34,402 +11%
ZA
6
Zweig Advisers
Connecticut
$4.37M -$322K -19,000 -7%
Bank of America
7
Bank of America
North Carolina
$3.48M +$439K +25,861 +15%
NSAM
8
North Star Asset Management
Wisconsin
$3.38M -$522K -30,751 -14%
SI
9
SII Investments
Wisconsin
$2.64M +$133K +7,815 +5%
TAM
10
Tocqueville Asset Management
New York
$1.67M -$362K -21,365 -18%
Citigroup
11
Citigroup
New York
$1.36M +$1.14M +67,382 +589%
CC
12
Cornerstone Capital
California
$1.34M
CA
13
Cornerstone Advisors
North Carolina
$1.27M +$1.24M +73,200 New
DA
14
Doliver Advisors
Texas
$1.15M +$166K +9,769 +17%
FRM
15
Foundation Resource Management
Arkansas
$1.13M
KIM
16
Karpus Investment Management
New York
$1.06M -$6.53K -385 -0.6%
UBS Group
17
UBS Group
Switzerland
$945K +$69.1K +4,073 +8%
Stifel Financial
18
Stifel Financial
Missouri
$904K -$92.2K -5,438 -9%
AMI
19
Amica Mutual Insurance
Rhode Island
$854K
LCM
20
Landscape Capital Management
New Jersey
$817K +$314K +18,515 +65%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$763K -$36.5K -2,149 -5%
KLI
22
Kelman-Lazarov Inc
Tennessee
$689K -$70.1K -4,132 -9%
GFM
23
Gramercy Funds Management
Connecticut
$612K -$30.5K -1,800 -5%
APFBOT
24
Amica Pension Fund Board of Trustees
Rhode Island
$578K
RIM
25
Regent Investment Management
Kentucky
$427K -$155K -9,130 -27%

TDF Hedge Fund Activity: Q2 2016 in Review

67 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Templeton Dragon Fund (TDF) for Q2 2016, worth a combined $337M — up 3% from $327M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new TDF positions and 5 closed out — a net gain of 4 holders — while 12 added to existing stakes and 23 trimmed.

The largest buyer was City of London Investment Management, adding an estimated $5.53M. The largest seller was Wells Fargo, cutting an estimated $2.33M.

  • 67 institutional investors held Templeton Dragon Fund (TDF) as of Q2 2016, up from 63 in Q1 2016.
  • Funds reported $337M of Templeton Dragon Fund stock for Q2 2016, up 3% quarter-over-quarter.
  • 9 funds opened new Templeton Dragon Fund positions in Q2 2016 and 5 closed out, a net change of +4 holders.
  • The largest Templeton Dragon Fund buyer in Q2 2016 was City of London Investment Management, an estimated $5.53M added.
  • The largest Templeton Dragon Fund seller in Q2 2016 was Wells Fargo, an estimated $2.33M sold.

Based on aggregated 13F filings for Q2 2016.