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TRF

TEMPLETON RUSSIA & EAST EURO FD
TRF

Delisted

TRF was delisted on the 20th of November, 2015.

21 hedge funds and large institutions have $20M invested in TEMPLETON RUSSIA & EAST EURO FD in 2014 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

11% more funds holding

Funds holding: 1921 (+2)

0% more capital invested

Capital invested by funds: $19.9M → $20M (+$77.1K)

0% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 6

Holders
21
Holders Change
+2
Holders Change %
+10.53%
% of All Funds
0.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
6
Reduced
6
Closed
3
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
$12.1M +$1.56M +113,361 +14%
Lazard Asset Management
2
Lazard Asset Management
New York
$2.85M -$95K -6,900 -3%
1CP
3
1607 Capital Partners
Virginia
$1.5M +$1.01M +73,364 +182%
Wells Fargo
4
Wells Fargo
California
$914K +$230K +16,715 +32%
Morgan Stanley
5
Morgan Stanley
New York
$625K +$196K +14,262 +43%
Stifel Financial
6
Stifel Financial
Missouri
$558K +$583K +42,376 New
HK
7
Horizon Kinetics
New York
$288K +$301K +21,897 New
TC
8
TFS Capital
Pennsylvania
$263K +$275K +19,957 New
CA
9
Cornerstone Advisors
North Carolina
$258K -$93.6K -6,800 -26%
GCAC
10
Guardian Capital Advisors (Canada)
Ontario, Canada
$151K
Franklin Resources
11
Franklin Resources
California
$147K
CLOS
12
Compagnie Lombard Odier SCmA
Switzerland
$125K +$117K +8,500 New
U
13
UBS
Switzerland
$47K -$32.6K -2,371 -40%
HI
14
Hudock Inc
Pennsylvania
$47K
WAM
15
Wolverine Asset Management
Illinois
$28K +$30.3K +2,200 New
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$26K +$1.47K +107 +6%
Bank of America
17
Bank of America
North Carolina
$21K -$117K -8,500 -84%
PSI
18
Pinnacle Summer Investments
Virginia
$3K
Citigroup
19
Citigroup
New York
$1K +$83 +6 +5%
AG
20
Ashmore Group
United Kingdom
$125 -$170K -12,380 -57%
KIM
21
Karpus Investment Management
New York
-$308K -20,024 Closed
Barclays
22
Barclays
United Kingdom
-$193K -14,038 -100%
SG Americas Securities
23
SG Americas Securities
New York
-$205K -13,298 Closed
WEC
24
Winslow Evans & Crocker
Massachusetts
-$10K -626 Closed

TRF Hedge Fund Activity: Q1 2014 in Review

21 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in TEMPLETON RUSSIA & EAST EURO FD (TRF) for Q1 2014, worth a combined $20M — up 0.39% from $19.9M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new TRF positions and 3 closed out — a net gain of 2 holders — while 6 added to existing stakes and 6 trimmed.

The largest buyer was City of London Investment Management, adding an estimated $1.56M. The largest seller was Karpus Investment Management, exiting entirely with an estimated $308K sold.

  • 21 institutional investors held TEMPLETON RUSSIA & EAST EURO FD (TRF) as of Q1 2014, up from 19 in Q4 2013.
  • Funds reported $20M of TEMPLETON RUSSIA & EAST EURO FD stock for Q1 2014, up 0.39% quarter-over-quarter.
  • 5 funds opened new TEMPLETON RUSSIA & EAST EURO FD positions in Q1 2014 and 3 closed out, a net change of +2 holders.
  • The largest TEMPLETON RUSSIA & EAST EURO FD buyer in Q1 2014 was City of London Investment Management, an estimated $1.56M added.
  • The largest TEMPLETON RUSSIA & EAST EURO FD seller in Q1 2014 was Karpus Investment Management, an estimated $308K sold.

Based on aggregated 13F filings for Q1 2014.