Taiwan Fund
TWN
24 hedge funds and large institutions have $217M invested in Taiwan Fund in 2021 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 2 closing their positions.
24% more capital invested
Capital invested by funds: $176M → $217M (+$41.4M)
14% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 7
0% more funds holding
Funds holding: 24 → 24 (0)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
0.73% less ownership
Funds ownership: 83.27% → 82.54% (-0.73%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$484K |
| 2 |
COLIM
City of London Investment Management
London,
United Kingdom
|
+$86.5K |
| 3 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$80.9K |
| 4 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$46.9K |
| 5 |
Barclays
London,
United Kingdom
|
+$31.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
-$978K |
| 2 |
BI
Bulldog Investors
Saddle Brook,
New Jersey
|
-$627K |
| 3 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$589K |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$175K |
| 5 |
TCWM
Total Clarity Wealth Management
St. Charles,
Illinois
|
-$28K |
TWN Hedge Fund Activity: Q2 2021 in Review
24 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Taiwan Fund (TWN) for Q2 2021, worth a combined $217M — up 24% from $176M a quarter earlier.
Fund positioning in TWN was balanced in Q2 2021: 2 funds opened new positions, 2 closed out, 8 added to existing stakes and 7 trimmed.
The largest buyer was Wells Fargo, adding an estimated $484K. The largest seller was Lazard Asset Management, cutting an estimated $978K.
- 24 institutional investors held Taiwan Fund (TWN) as of Q2 2021, unchanged from Q1 2021.
- Funds reported $217M of Taiwan Fund stock for Q2 2021, up 24% quarter-over-quarter.
- 2 funds opened new Taiwan Fund positions in Q2 2021 and 2 closed out, a net change of 0 holders.
- The largest Taiwan Fund buyer in Q2 2021 was Wells Fargo, an estimated $484K added.
- The largest Taiwan Fund seller in Q2 2021 was Lazard Asset Management, an estimated $978K sold.
Based on aggregated 13F filings for Q2 2021.