Templeton Dragon Fund
TDF
39 hedge funds and large institutions have $221M invested in Templeton Dragon Fund in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 17 reducing their positions, and 4 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
5% more capital invested
Capital invested by funds: $211M → $221M (+$9.87M)
0.7% more ownership
Funds ownership: 61.04% → 61.74% (+0.7%)
3% less funds holding
Funds holding: 40 → 39 (-1)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
53% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
COLIM
City of London Investment Management
London,
United Kingdom
|
+$7.38M |
| 2 |
Morgan Stanley
New York
|
+$387K |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$379K |
| 4 |
OFG
OTA Financial Group
Purchase,
New York
|
+$211K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$192K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
-$4.02M |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$1.14M |
| 3 |
CWP
Core Wealth Partners
Santa Rosa,
California
|
-$309K |
| 4 |
QC
Quantedge Capital
Singapore
|
-$303K |
| 5 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$251K |
TDF Hedge Fund Activity: Q1 2023 in Review
39 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Templeton Dragon Fund (TDF) for Q1 2023, worth a combined $221M — up 4.7% from $211M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of TDF and 3 opened new positions — a net loss of 1 holder — while 17 trimmed existing stakes and 8 added.
The largest buyer was City of London Investment Management, adding an estimated $7.38M. The largest seller was Lazard Asset Management, cutting an estimated $4.02M.
- 39 institutional investors held Templeton Dragon Fund (TDF) as of Q1 2023, down from 40 in Q4 2022.
- Funds reported $221M of Templeton Dragon Fund stock for Q1 2023, up 4.7% quarter-over-quarter.
- 3 funds opened new Templeton Dragon Fund positions in Q1 2023 and 4 closed out, a net change of -1 holder.
- The largest Templeton Dragon Fund buyer in Q1 2023 was City of London Investment Management, an estimated $7.38M added.
- The largest Templeton Dragon Fund seller in Q1 2023 was Lazard Asset Management, an estimated $4.02M sold.
Based on aggregated 13F filings for Q1 2023.