Taiwan Fund
TWN
27 hedge funds and large institutions have $144M invested in Taiwan Fund in 2022 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
20% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 5
11% more capital invested
Capital invested by funds: $130M → $144M (+$13.9M)
4% more funds holding
Funds holding: 26 → 27 (+1)
0.43% more ownership
Funds ownership: 83.24% → 83.67% (+0.43%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$2.08M |
| 2 |
AC
Almitas Capital
Santa Monica,
California
|
+$1.07M |
| 3 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$339K |
| 4 |
MC
Matisse Capital
Portland,
Oregon
|
+$251K |
| 5 |
COLIM
City of London Investment Management
London,
United Kingdom
|
+$132K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
-$3.45M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$365K |
| 3 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$287K |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$186K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$26.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AA
26
Ancora Advisors
Cleveland,
Ohio
| $5K | – | – | – |
|
|
TRCT
27
Tower Research Capital (TRC)
New York
| $2K | +$2.21K | +100 | New |
|
|
WAM
28
Wolverine Asset Management
Chicago,
Illinois
| – | -$186K | -8,880 | Closed |
|
29
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$3K | -137 | Closed |
|
TWN Hedge Fund Activity: Q4 2022 in Review
27 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Taiwan Fund (TWN) for Q4 2022, worth a combined $144M — up 11% from $130M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new TWN positions and 2 closed out — a net gain of 2 holders — while 6 added to existing stakes and 5 trimmed.
The largest buyer was Allspring Global Investments, adding an estimated $2.08M. The largest seller was Lazard Asset Management, cutting an estimated $3.45M.
- 27 institutional investors held Taiwan Fund (TWN) as of Q4 2022, up from 26 in Q3 2022.
- Funds reported $144M of Taiwan Fund stock for Q4 2022, up 11% quarter-over-quarter.
- 4 funds opened new Taiwan Fund positions in Q4 2022 and 2 closed out, a net change of +2 holders.
- The largest Taiwan Fund buyer in Q4 2022 was Allspring Global Investments, an estimated $2.08M added.
- The largest Taiwan Fund seller in Q4 2022 was Lazard Asset Management, an estimated $3.45M sold.
Based on aggregated 13F filings for Q4 2022.