Templeton Dragon Fund
TDF
60 hedge funds and large institutions have $400M invested in Templeton Dragon Fund in 2017 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 14 reducing their positions, and 7 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
14% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 7
8% more capital invested
Capital invested by funds: $370M → $400M (+$30.4M)
2% more funds holding
Funds holding: 59 → 60 (+1)
1.03% more ownership
Funds ownership: 56.76% → 57.8% (+1%)
7% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$2.16M |
| 2 |
Lazard Asset Management
New York
|
+$1.59M |
| 3 |
SI
SII Investments
Appleton,
Wisconsin
|
+$1.58M |
| 4 |
AA
Advisory Alpha
Holland,
Michigan
|
+$1.23M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$1.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
COLIM
City of London Investment Management
London,
United Kingdom
|
-$5.23M |
| 2 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$710K |
| 3 |
DA
Doliver Advisors
Houston,
Texas
|
-$606K |
| 4 |
Morgan Stanley
New York
|
-$433K |
| 5 |
LPL Financial
San Diego,
California
|
-$425K |
TDF Hedge Fund Activity: Q2 2017 in Review
60 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Templeton Dragon Fund (TDF) for Q2 2017, worth a combined $400M — up 8.2% from $370M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new TDF positions and 7 closed out — a net gain of 1 holder — while 15 added to existing stakes and 14 trimmed.
The largest buyer was Karpus Investment Management, adding an estimated $2.16M. The largest seller was City of London Investment Management, cutting an estimated $5.23M.
- 60 institutional investors held Templeton Dragon Fund (TDF) as of Q2 2017, up from 59 in Q1 2017.
- Funds reported $400M of Templeton Dragon Fund stock for Q2 2017, up 8.2% quarter-over-quarter.
- 8 funds opened new Templeton Dragon Fund positions in Q2 2017 and 7 closed out, a net change of +1 holder.
- The largest Templeton Dragon Fund buyer in Q2 2017 was Karpus Investment Management, an estimated $2.16M added.
- The largest Templeton Dragon Fund seller in Q2 2017 was City of London Investment Management, an estimated $5.23M sold.
Based on aggregated 13F filings for Q2 2017.