We are live on ! Find out more
TRF

TEMPLETON RUSSIA & EAST EURO FD
TRF

Delisted

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

20 hedge funds and large institutions have $24.6M invested in TEMPLETON RUSSIA & EAST EURO FD in 2014 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more capital invested

Capital invested by funds: $20M → $24.6M (+$4.68M)

5% less funds holding

Funds holding: 2120 (-1)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

43% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 7

Holders
20
Holders Change
-1
Holders Change %
-4.76%
% of All Funds
0.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
4
Reduced
7
Closed
4
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
$13.4M -$513K -36,906 -4%
Lazard Asset Management
2
Lazard Asset Management
New York
$2.82M -$441K -31,680 -15%
MRI
3
Mad River Investors
Massachusetts
$2.01M +$1.84M +132,000 New
1CP
4
1607 Capital Partners
Virginia
$1.68M -$47.3K -3,400 -3%
HK
5
Horizon Kinetics
New York
$1.43M +$996K +71,627 +327%
Stifel Financial
6
Stifel Financial
Missouri
$640K -$5.87K -422 -1%
Wells Fargo
7
Wells Fargo
California
$456K -$551K -39,588 -57%
Morgan Stanley
8
Morgan Stanley
New York
$438K -$261K -18,756 -39%
HP
9
Holowesko Partners
Bahamas
$382K +$348K +25,000 New
TC
10
TFS Capital
Pennsylvania
$350K +$41.6K +2,988 +15%
DA
11
Doliver Advisors
Texas
$229K +$209K +15,013 New
GCAC
12
Guardian Capital Advisors (Canada)
Ontario, Canada
$177K
Franklin Resources
13
Franklin Resources
California
$170K
AG
14
Ashmore Group
United Kingdom
$145K
CLOS
15
Compagnie Lombard Odier SCmA
Switzerland
$145K
U
16
UBS
Switzerland
$94K +$35.3K +2,538 +70%
HI
17
Hudock Inc
Pennsylvania
$54K
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$31K
Bank of America
19
Bank of America
North Carolina
$27K +$1.81K +130 +8%
Citigroup
20
Citigroup
New York
$2K -$83 -6 -5%
CA
21
Cornerstone Advisors
North Carolina
-$258K -19,640 Closed
WAM
22
Wolverine Asset Management
Illinois
-$28K -2,200 Closed
PSI
23
Pinnacle Summer Investments
Virginia
-$3K -274 Closed

TRF Hedge Fund Activity: Q2 2014 in Review

20 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in TEMPLETON RUSSIA & EAST EURO FD (TRF) for Q2 2014, worth a combined $24.6M — up 23% from $20M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of TRF and 3 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 4 added.

The largest buyer was Mad River Investors, opening a new position worth an estimated $1.84M. The largest seller was Wells Fargo, cutting an estimated $551K.

  • 20 institutional investors held TEMPLETON RUSSIA & EAST EURO FD (TRF) as of Q2 2014, down from 21 in Q1 2014.
  • Funds reported $24.6M of TEMPLETON RUSSIA & EAST EURO FD stock for Q2 2014, up 23% quarter-over-quarter.
  • 3 funds opened new TEMPLETON RUSSIA & EAST EURO FD positions in Q2 2014 and 4 closed out, a net change of -1 holder.
  • The largest TEMPLETON RUSSIA & EAST EURO FD buyer in Q2 2014 was Mad River Investors, an estimated $1.84M added.
  • The largest TEMPLETON RUSSIA & EAST EURO FD seller in Q2 2014 was Wells Fargo, an estimated $551K sold.

Based on aggregated 13F filings for Q2 2014.