Templeton Dragon Fund
TDF
64 hedge funds and large institutions have $316M invested in Templeton Dragon Fund in 2018 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 19 reducing their positions, and 10 closing their positions.
0.08% more ownership
Funds ownership: 54.35% → 54.44% (+0.08%)
0% more funds holding
Funds holding: 64 → 64 (0)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 10
11% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 19
14% less capital invested
Capital invested by funds: $368M → $316M (-$52M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
COLIM
City of London Investment Management
London,
United Kingdom
|
+$8.22M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$1.77M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
+$972K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$731K |
| 5 |
AG
Advisor Group
Phoenix,
Arizona
|
+$417K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$5.15M |
| 2 |
AFA
Arlington Financial Advisors
Santa Barbara,
California
|
-$2.01M |
| 3 |
AA
Advisory Alpha
Holland,
Michigan
|
-$1.8M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$1.77M |
| 5 |
TAM
Tocqueville Asset Management
New York
|
-$668K |
TDF Hedge Fund Activity: Q4 2018 in Review
64 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in Templeton Dragon Fund (TDF) for Q4 2018, worth a combined $316M — down 14% from $368M a quarter earlier.
Fund positioning in TDF was balanced in Q4 2018: 10 funds opened new positions, 10 closed out, 17 added to existing stakes and 19 trimmed.
The largest buyer was City of London Investment Management, adding an estimated $8.22M. The largest seller was Cornerstone Advisors, cutting an estimated $5.15M.
- 64 institutional investors held Templeton Dragon Fund (TDF) as of Q4 2018, unchanged from Q3 2018.
- Funds reported $316M of Templeton Dragon Fund stock for Q4 2018, down 14% quarter-over-quarter.
- 10 funds opened new Templeton Dragon Fund positions in Q4 2018 and 10 closed out, a net change of 0 holders.
- The largest Templeton Dragon Fund buyer in Q4 2018 was City of London Investment Management, an estimated $8.22M added.
- The largest Templeton Dragon Fund seller in Q4 2018 was Cornerstone Advisors, an estimated $5.15M sold.
Based on aggregated 13F filings for Q4 2018.