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TRF

TEMPLETON RUSSIA & EAST EURO FD
TRF

Delisted

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

26 hedge funds and large institutions have $10.3M invested in TEMPLETON RUSSIA & EAST EURO FD in 2015 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less funds holding

Funds holding: 2726 (-1)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

17% less capital invested

Capital invested by funds: $12.4M → $10.3M (-$2.13M)

62% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 13

Holders
26
Holders Change
-1
Holders Change %
-3.7%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
5
Reduced
13
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RFC
1
Russell Frank Company
Washington
$1.34M +$1.28M +135,922 New
GFM
2
Gramercy Funds Management
Connecticut
$1.25M -$385K -40,905 -24%
HK
3
Horizon Kinetics
New York
$1.1M +$105K +11,200 +11%
MRI
4
Mad River Investors
Massachusetts
$1.1M -$2.35K -250 -0.2%
Lazard Asset Management
5
Lazard Asset Management
New York
$1.07M -$137K -14,500 -12%
1CP
6
1607 Capital Partners
Virginia
$1.02M -$67.9K -7,212 -6%
KAM
7
Knightsbridge Asset Management
California
$573K
Stifel Financial
8
Stifel Financial
Missouri
$454K -$16.2K -1,719 -4%
Wells Fargo
9
Wells Fargo
California
$342K +$2.09K +222 +0.6%
PVWM
10
Point View Wealth Management
New Jersey
$314K +$5.38K +571 +2%
Morgan Stanley
11
Morgan Stanley
New York
$298K +$65.8K +6,990 +30%
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$273K +$179K +19,000 +219%
BIA
13
Barry Investment Advisors
Massachusetts
$235K -$32.4K -3,440 -13%
B
14
Baird
Wisconsin
$191K -$10.4K -1,100 -5%
LPL Financial
15
LPL Financial
California
$164K -$49.9K -5,300 -24%
VFS
16
VSR Financial Services
Kansas
$146K +$140K +14,820 New
FIMG
17
Financial & Investment Management Group
Michigan
$125K -$8.76K -930 -7%
Franklin Resources
18
Franklin Resources
California
$110K -$15.5K -1,650 -13%
COLIM
19
City of London Investment Management
United Kingdom
$99K -$3.49M -371,113 -97%
HI
20
Hudock Inc
Pennsylvania
$35K
Bank of America
21
Bank of America
North Carolina
$34K -$810 -86 -2%
UBS Group
22
UBS Group
Switzerland
$24K -$9.42K -1,000 -29%
DADC
23
D.A. Davidson & Co
Montana
$10K +$10.4K +1,100 New
BBPWM
24
Blue Bell Private Wealth Management
Pennsylvania
$4K
TRCT
25
Tower Research Capital (TRC)
New York
$4K +$4.02K +427 New

TRF Hedge Fund Activity: Q1 2015 in Review

26 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in TEMPLETON RUSSIA & EAST EURO FD (TRF) for Q1 2015, worth a combined $10.3M — down 17% from $12.4M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of TRF and 5 opened new positions — a net loss of 1 holder — while 13 trimmed existing stakes and 5 added.

The largest buyer was Russell Frank Company, opening a new position worth an estimated $1.28M. The largest seller was City of London Investment Management, cutting an estimated $3.49M.

  • 26 institutional investors held TEMPLETON RUSSIA & EAST EURO FD (TRF) as of Q1 2015, down from 27 in Q4 2014.
  • Funds reported $10.3M of TEMPLETON RUSSIA & EAST EURO FD stock for Q1 2015, down 17% quarter-over-quarter.
  • 5 funds opened new TEMPLETON RUSSIA & EAST EURO FD positions in Q1 2015 and 6 closed out, a net change of -1 holder.
  • The largest TEMPLETON RUSSIA & EAST EURO FD buyer in Q1 2015 was Russell Frank Company, an estimated $1.28M added.
  • The largest TEMPLETON RUSSIA & EAST EURO FD seller in Q1 2015 was City of London Investment Management, an estimated $3.49M sold.

Based on aggregated 13F filings for Q1 2015.