Taiwan Fund
TWN
33 hedge funds and large institutions have $253M invested in Taiwan Fund in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 13 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
14% more funds holding
Funds holding: 29 → 33 (+4)
7% more capital invested
Capital invested by funds: $236M → $253M (+$17.4M)
2.58% less ownership
Funds ownership: 82.34% → 79.76% (-2.6%)
38% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
COLIM
City of London Investment Management
London,
United Kingdom
|
+$2.22M |
| 2 |
AW
Atlas Wealth
Cincinnati,
Ohio
|
+$1.81M |
| 3 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
+$858K |
| 4 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$686K |
| 5 |
QC
Quantedge Capital
Singapore
|
+$336K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$4.71M |
| 2 |
Lazard Asset Management
New York
|
-$3.53M |
| 3 |
BI
Bulldog Investors
Saddle Brook,
New Jersey
|
-$1.58M |
| 4 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$1.55M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.53M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
UBS Group
Zurich,
Switzerland
| $70.6K | +$45.2K | +1,126 | +235% |
|
|
RIL
27
Rothschild Investment LLC
Chicago,
Illinois
| $52.4K | – | – | – |
|
|
28
Osaic Holdings
Scottsdale,
Arizona
| $35.9K | -$1.53M | -38,090 | -98% |
|
|
AA
29
Ancora Advisors
Cleveland,
Ohio
| $8.79K | – | – | – |
|
30
Bessemer Group
Woodbridge,
New Jersey
| $6K | +$1.08K | +27 | +23% |
|
31
Royal Bank of Canada
Toronto,
Ontario, Canada
| $5K | -$80 | -2 | -2% |
|
32
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $44 | – | – | – |
|
33
Wells Fargo
San Francisco,
California
| $33 | -$72.7K | -1,812 | -100% |
|
34
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$294K | -7,415 | Closed |
|
TWN Hedge Fund Activity: Q2 2024 in Review
33 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Taiwan Fund (TWN) for Q2 2024, worth a combined $253M — up 7.4% from $236M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new TWN positions and 1 closed out — a net gain of 4 holders — while 8 added to existing stakes and 13 trimmed.
The largest buyer was City of London Investment Management, adding an estimated $2.22M. The largest seller was 1607 Capital Partners, cutting an estimated $4.71M.
- 33 institutional investors held Taiwan Fund (TWN) as of Q2 2024, up from 29 in Q1 2024.
- Funds reported $253M of Taiwan Fund stock for Q2 2024, up 7.4% quarter-over-quarter.
- 5 funds opened new Taiwan Fund positions in Q2 2024 and 1 closed out, a net change of +4 holders.
- The largest Taiwan Fund buyer in Q2 2024 was City of London Investment Management, an estimated $2.22M added.
- The largest Taiwan Fund seller in Q2 2024 was 1607 Capital Partners, an estimated $4.71M sold.
Based on aggregated 13F filings for Q2 2024.