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TRF

TEMPLETON RUSSIA & EAST EURO FD
TRF

Delisted

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

34 hedge funds and large institutions have $16.7M invested in TEMPLETON RUSSIA & EAST EURO FD in 2015 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 3 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

17% more capital invested

Capital invested by funds: $14.2M → $16.7M (+$2.46M)

13% more funds holding

Funds holding: 3034 (+4)

75% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 12

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
34
Holders Change
+4
Holders Change %
+13.33%
% of All Funds
0.95%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
9
Increased
3
Reduced
12
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CS
1
Credit Suisse
Switzerland
$4.17M +$4.31M +428,764 New
BI
2
Bulldog Investors
New Jersey
$1.91M +$1.97M +196,209 New
1CP
3
1607 Capital Partners
Virginia
$1.22M +$281K +28,000 +29%
WAM
4
Wolverine Asset Management
Illinois
$1.07M +$1.11M +110,471 New
IG
5
ING Group
Netherlands
$960K +$1.01M +100,000 New
WAM
6
Weiss Asset Management
Massachusetts
$804K +$831K +82,676 New
Lazard Asset Management
7
Lazard Asset Management
New York
$796K -$210K -20,930 -20%
BNP Paribas Financial Markets
8
BNP Paribas Financial Markets
France
$775K +$801K +79,689 New
HK
9
Horizon Kinetics
New York
$732K -$383K -38,068 -34%
KAM
10
Knightsbridge Asset Management
California
$567K
GFM
11
Gramercy Funds Management
Connecticut
$565K
Stifel Financial
12
Stifel Financial
Missouri
$431K -$804 -80 -0.2%
BIA
13
Barry Investment Advisors
Massachusetts
$333K
Wells Fargo
14
Wells Fargo
California
$313K -$13.5K -1,343 -4%
YCM
15
Yakira Capital Management
Connecticut
$304K +$314K +31,265 New
PVWM
16
Point View Wealth Management
New Jersey
$269K -$22.5K -2,242 -7%
LPL Financial
17
LPL Financial
California
$200K -$97.6K -9,705 -32%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$186K -$3.02K -300 -2%
MRI
19
Mad River Investors
Massachusetts
$141K -$971K -96,625 -87%
VFS
20
VSR Financial Services
Kansas
$129K -$1.21K -120 -0.9%
GCAC
21
Guardian Capital Advisors (Canada)
Ontario, Canada
$111K
Franklin Resources
22
Franklin Resources
California
$108K
EDRH
23
Edmond de Rothschild Holding
Switzerland
$103K
EDRS
24
Edmond de Rothschild (Suisse)
Switzerland
$103K
Morgan Stanley
25
Morgan Stanley
New York
$95K -$28.9K -2,872 -23%

TRF Hedge Fund Activity: Q3 2015 in Review

34 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in TEMPLETON RUSSIA & EAST EURO FD (TRF) for Q3 2015, worth a combined $16.7M — up 17% from $14.2M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new TRF positions and 5 closed out — a net gain of 4 holders — while 3 added to existing stakes and 12 trimmed.

The largest buyer was Credit Suisse, opening a new position worth an estimated $4.31M. The largest seller was Russell Frank Company, exiting entirely with an estimated $4.46M sold.

  • 34 institutional investors held TEMPLETON RUSSIA & EAST EURO FD (TRF) as of Q3 2015, up from 30 in Q2 2015.
  • Funds reported $16.7M of TEMPLETON RUSSIA & EAST EURO FD stock for Q3 2015, up 17% quarter-over-quarter.
  • 9 funds opened new TEMPLETON RUSSIA & EAST EURO FD positions in Q3 2015 and 5 closed out, a net change of +4 holders.
  • The largest TEMPLETON RUSSIA & EAST EURO FD buyer in Q3 2015 was Credit Suisse, an estimated $4.31M added.
  • The largest TEMPLETON RUSSIA & EAST EURO FD seller in Q3 2015 was Russell Frank Company, an estimated $4.46M sold.

Based on aggregated 13F filings for Q3 2015.