Templeton Dragon Fund
TDF
45 hedge funds and large institutions have $142M invested in Templeton Dragon Fund in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 13 reducing their positions, and 2 closing their positions.
300% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 2
15% more funds holding
Funds holding: 39 → 45 (+6)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
8% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 13
2.75% less ownership
Funds ownership: 68.82% → 66.07% (-2.8%)
11% less capital invested
Capital invested by funds: $160M → $142M (-$17.6M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MC
Matisse Capital
Portland,
Oregon
|
+$2.92M |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$894K |
| 3 |
1WA
180 Wealth Advisors
Federal Way,
Washington
|
+$630K |
| 4 |
Cohen & Steers
New York
|
+$266K |
| 5 |
Morgan Stanley
New York
|
+$194K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ohio Public Employees Retirement System (OPERS)
Columbus,
Ohio
|
-$10.9M |
| 2 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$735K |
| 3 |
Lazard Asset Management
New York
|
-$285K |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$92.7K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$80.6K |
TDF Hedge Fund Activity: Q4 2024 in Review
45 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in Templeton Dragon Fund (TDF) for Q4 2024, worth a combined $142M — down 11% from $160M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new TDF positions and 2 closed out — a net gain of 6 holders — while 12 added to existing stakes and 13 trimmed.
The largest buyer was Matisse Capital, opening a new position worth an estimated $2.92M. The largest seller was Ohio Public Employees Retirement System (OPERS), exiting entirely with an estimated $10.9M sold.
- 45 institutional investors held Templeton Dragon Fund (TDF) as of Q4 2024, up from 39 in Q3 2024.
- Funds reported $142M of Templeton Dragon Fund stock for Q4 2024, down 11% quarter-over-quarter.
- 8 funds opened new Templeton Dragon Fund positions in Q4 2024 and 2 closed out, a net change of +6 holders.
- The largest Templeton Dragon Fund buyer in Q4 2024 was Matisse Capital, an estimated $2.92M added.
- The largest Templeton Dragon Fund seller in Q4 2024 was Ohio Public Employees Retirement System (OPERS), an estimated $10.9M sold.
Based on aggregated 13F filings for Q4 2024.