Taiwan Fund
TWN
28 hedge funds and large institutions have $169M invested in Taiwan Fund in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 1 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
17% more capital invested
Capital invested by funds: $144M → $169M (+$24.9M)
4% more funds holding
Funds holding: 27 → 28 (+1)
0.21% more ownership
Funds ownership: 83.67% → 83.88% (+0.21%)
11% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$791K |
| 2 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$684K |
| 3 |
COLIM
City of London Investment Management
London,
United Kingdom
|
+$480K |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$173K |
| 5 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$28.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
-$1.04M |
| 2 |
SCM
Saba Capital Management
New York
|
-$617K |
| 3 |
AC
Almitas Capital
Santa Monica,
California
|
-$46K |
| 4 |
AW
Atlas Wealth
Cincinnati,
Ohio
|
-$29.7K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$16.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TRCT
26
Tower Research Capital (TRC)
New York
| $8K | +$5.23K | +200 | +200% |
|
|
AA
27
Ancora Advisors
Cleveland,
Ohio
| $5.39K | – | – | – |
|
28
Bessemer Group
Woodbridge,
New Jersey
| $4K | +$3.87K | +148 | New |
|
29
Rockefeller Capital Management
New York
| – | -$8K | -368 | Closed |
|
TWN Hedge Fund Activity: Q1 2023 in Review
28 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Taiwan Fund (TWN) for Q1 2023, worth a combined $169M — up 17% from $144M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new TWN positions and 1 closed out — a net gain of 1 holder — while 8 added to existing stakes and 9 trimmed.
The largest buyer was Allspring Global Investments, adding an estimated $791K. The largest seller was Lazard Asset Management, cutting an estimated $1.04M.
- 28 institutional investors held Taiwan Fund (TWN) as of Q1 2023, up from 27 in Q4 2022.
- Funds reported $169M of Taiwan Fund stock for Q1 2023, up 17% quarter-over-quarter.
- 2 funds opened new Taiwan Fund positions in Q1 2023 and 1 closed out, a net change of +1 holder.
- The largest Taiwan Fund buyer in Q1 2023 was Allspring Global Investments, an estimated $791K added.
- The largest Taiwan Fund seller in Q1 2023 was Lazard Asset Management, an estimated $1.04M sold.
Based on aggregated 13F filings for Q1 2023.