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TDF

Templeton Dragon Fund

35 hedge funds and large institutions have $193M invested in Templeton Dragon Fund in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 7 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 7

0.85% more ownership

Funds ownership: 61.74%62.58% (+0.85%)

10% less funds holding

Funds holding: 3935 (-4)

13% less capital invested

Capital invested by funds: $221M → $193M (-$28.1M)

44% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 9

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
35
Holders Change
-4
Holders Change %
-10.26%
% of All Funds
0.55%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
5
Increased
13
Reduced
7
Closed
9
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
$106M +$1.63M +170,617 +1%
Lazard Asset Management
2
Lazard Asset Management
New York
$38.2M +$109K +11,407 +0.3%
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$34.2M +$1.15M +119,810 +3%
UCI
4
Uncommon Cents Investing
Wisconsin
$4.41M -$18K -1,880 -0.4%
Morgan Stanley
5
Morgan Stanley
New York
$2.84M +$136K +14,178 +5%
KIM
6
Karpus Investment Management
New York
$1.32M +$698K +72,850 +101%
Bank of America
7
Bank of America
North Carolina
$1.12M +$167K +17,431 +16%
SFS
8
Shaker Financial Services
Virginia
$1.08M -$72.2K -7,543 -6%
1CP
9
1607 Capital Partners
Virginia
$682K +$154K +16,057 +27%
QC
10
Quantedge Capital
Singapore
$452K +$66.8K +6,975 +16%
Stifel Financial
11
Stifel Financial
Missouri
$429K -$7.22K -754 -2%
SC
12
Stolper & Co
Oklahoma
$388K -$9.16K -957 -2%
UBS Group
13
UBS Group
Switzerland
$360K +$270K +28,202 +250%
SIC
14
Samalin Investment Counsel
New York
$290K
Wells Fargo
15
Wells Fargo
California
$207K +$7.63K +797 +4%
GA
16
Greytown Advisors
Florida
$193K
IAIM
17
International Assets Investment Management
Florida
$145K +$54.6K +5,700 +56%
SI
18
Stephens Inc
Arkansas
$107K +$113K +11,768 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$97K -$3.2K -334 -3%
LPL Financial
20
LPL Financial
California
$96.6K +$102K +10,603 New
EC
21
Elequin Capital
New York
$93.9K -$41.9K -4,374 -30%
Deutsche Bank
22
Deutsche Bank
Germany
$80.8K
BC
23
Bartlett & Co
Ohio
$65K +$27.8K +2,900 +69%
BCWM
24
Bartlett & Co Wealth Management
Ohio
$64.7K +$27.8K +2,900 +69%
JEST
25
JTC Employer Solutions Trustee
Jersey
$64K

TDF Hedge Fund Activity: Q2 2023 in Review

35 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Templeton Dragon Fund (TDF) for Q2 2023, worth a combined $193M — down 13% from $221M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of TDF and 5 opened new positions — a net loss of 4 holders — while 7 trimmed existing stakes and 13 added.

The largest buyer was City of London Investment Management, adding an estimated $1.63M. The largest seller was Wolverine Asset Management, exiting entirely with an estimated $786K sold.

  • 35 institutional investors held Templeton Dragon Fund (TDF) as of Q2 2023, down from 39 in Q1 2023.
  • Funds reported $193M of Templeton Dragon Fund stock for Q2 2023, down 13% quarter-over-quarter.
  • 5 funds opened new Templeton Dragon Fund positions in Q2 2023 and 9 closed out, a net change of -4 holders.
  • The largest Templeton Dragon Fund buyer in Q2 2023 was City of London Investment Management, an estimated $1.63M added.
  • The largest Templeton Dragon Fund seller in Q2 2023 was Wolverine Asset Management, an estimated $786K sold.

Based on aggregated 13F filings for Q2 2023.