Taiwan Fund
TWN
31 hedge funds and large institutions have $189M invested in Taiwan Fund in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 12 reducing their positions, and 0 closing their positions.
15% more funds holding
Funds holding: 27 → 31 (+4)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.58% less ownership
Funds ownership: 84.91% → 84.32% (-0.58%)
5% less capital invested
Capital invested by funds: $199M → $189M (-$10.1M)
33% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$2.71M |
| 2 |
MC
Matisse Capital
Portland,
Oregon
|
+$1.06M |
| 3 |
AC
Almitas Capital
Santa Monica,
California
|
+$392K |
| 4 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$278K |
| 5 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$247K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
COLIM
City of London Investment Management
London,
United Kingdom
|
-$5.26M |
| 2 |
Morgan Stanley
New York
|
-$537K |
| 3 |
Lazard Asset Management
New York
|
-$242K |
| 4 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$58.2K |
| 5 |
JP Morgan Chase
New York
|
-$32.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
UBS Group
Zurich,
Switzerland
| $14.9K | +$1.54K | +49 | +11% |
|
|
27
JP Morgan Chase
New York
| $11.4K | -$32.4K | -1,033 | -73% |
|
28
Bessemer Group
Woodbridge,
New Jersey
| $6K | +$660 | +21 | +12% |
|
|
AA
29
Ancora Advisors
Cleveland,
Ohio
| $6K | – | – | – |
|
30
Osaic Holdings
Scottsdale,
Arizona
| $4.14K | -$8.86K | -282 | -67% |
|
31
Royal Bank of Canada
Toronto,
Ontario, Canada
| $1K | +$565 | +18 | New |
|
TWN Hedge Fund Activity: Q3 2023 in Review
31 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Taiwan Fund (TWN) for Q3 2023, worth a combined $189M — down 5.1% from $199M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new TWN positions and 0 closed out — a net gain of 4 holders — while 8 added to existing stakes and 12 trimmed.
The largest buyer was Allspring Global Investments, adding an estimated $2.71M. The largest seller was City of London Investment Management, cutting an estimated $5.26M.
- 31 institutional investors held Taiwan Fund (TWN) as of Q3 2023, up from 27 in Q2 2023.
- Funds reported $189M of Taiwan Fund stock for Q3 2023, down 5.1% quarter-over-quarter.
- 4 funds opened new Taiwan Fund positions in Q3 2023 and 0 closed out, a net change of +4 holders.
- The largest Taiwan Fund buyer in Q3 2023 was Allspring Global Investments, an estimated $2.71M added.
- The largest Taiwan Fund seller in Q3 2023 was City of London Investment Management, an estimated $5.26M sold.
Based on aggregated 13F filings for Q3 2023.