Taiwan Fund
TWN
29 hedge funds and large institutions have $236M invested in Taiwan Fund in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 12 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
9% more capital invested
Capital invested by funds: $216M → $236M (+$19.8M)
0% more funds holding
Funds holding: 29 → 29 (0)
1.16% less ownership
Funds ownership: 83.5% → 82.34% (-1.2%)
33% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 12
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
+$1.92M |
| 2 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
+$1.69M |
| 3 |
BCV
Banque Cantonale Vaudoise
Lausanne,
Switzerland
|
+$938K |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$509K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$278K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$6.31M |
| 2 |
BI
Bulldog Investors
Saddle Brook,
New Jersey
|
-$4.91M |
| 3 |
AC
Almitas Capital
Santa Monica,
California
|
-$1.83M |
| 4 |
COLIM
City of London Investment Management
London,
United Kingdom
|
-$1.34M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$448K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AA
26
Ancora Advisors
Cleveland,
Ohio
| $7.92K | – | – | – |
|
27
Bessemer Group
Woodbridge,
New Jersey
| $5K | -$450 | -12 | -9% |
|
28
Royal Bank of Canada
Toronto,
Ontario, Canada
| $4K | +$4.02K | +107 | New |
|
|
29
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $40 | -$448K | -11,928 | -100% |
|
30
Qube Research & Technologies (QRT)
London,
United Kingdom
| – | -$103K | -2,980 | Closed |
|
|
ASN
31
Advisory Services Network
Atlanta,
Georgia
| – | -$69.2K | -2,000 | Closed |
|
TWN Hedge Fund Activity: Q1 2024 in Review
29 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Taiwan Fund (TWN) for Q1 2024, worth a combined $236M — up 9.2% from $216M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new TWN positions and 2 closed out — a net gain of 1 holder — while 8 added to existing stakes and 12 trimmed.
The largest buyer was Lazard Asset Management, adding an estimated $1.92M. The largest seller was 1607 Capital Partners, cutting an estimated $6.31M.
- 29 institutional investors held Taiwan Fund (TWN) as of Q1 2024, unchanged from Q4 2023.
- Funds reported $236M of Taiwan Fund stock for Q1 2024, up 9.2% quarter-over-quarter.
- 3 funds opened new Taiwan Fund positions in Q1 2024 and 2 closed out, a net change of +1 holder.
- The largest Taiwan Fund buyer in Q1 2024 was Lazard Asset Management, an estimated $1.92M added.
- The largest Taiwan Fund seller in Q1 2024 was 1607 Capital Partners, an estimated $6.31M sold.
Based on aggregated 13F filings for Q1 2024.