Taiwan Fund
TWN
33 hedge funds and large institutions have $256M invested in Taiwan Fund in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 12 reducing their positions, and 3 closing their positions.
1% more capital invested
Capital invested by funds: $253M → $256M (+$2.86M)
0.89% more ownership
Funds ownership: 79.76% → 80.65% (+0.89%)
0% more funds holding
Funds holding: 33 → 33 (0)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
42% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ohio Public Employees Retirement System (OPERS)
Columbus,
Ohio
|
+$14.1M |
| 2 |
QC
Quantedge Capital
Singapore
|
+$399K |
| 3 |
Walleye Capital
New York
|
+$215K |
| 4 |
Morgan Stanley
New York
|
+$16.7K |
| 5 |
BBPWM
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
+$15.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BI
Bulldog Investors
Saddle Brook,
New Jersey
|
-$2.66M |
| 2 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$2.36M |
| 3 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$2.07M |
| 4 |
AW
Atlas Wealth
Cincinnati,
Ohio
|
-$1.98M |
| 5 |
Lazard Asset Management
New York
|
-$1.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RIL
26
Rothschild Investment LLC
Chicago,
Illinois
| $52.4K | – | – | – |
|
27
Osaic Holdings
Scottsdale,
Arizona
| $35.9K | – | – | – |
|
28
UBS Group
Zurich,
Switzerland
| $21K | -$48.3K | -1,129 | -70% |
|
|
AA
29
Ancora Advisors
Cleveland,
Ohio
| $8.79K | – | – | – |
|
30
Bessemer Group
Woodbridge,
New Jersey
| $7K | +$642 | +15 | +10% |
|
31
Royal Bank of Canada
Toronto,
Ontario, Canada
| $4K | -$642 | -15 | -14% |
|
32
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $44 | – | – | – |
|
33
Wells Fargo
San Francisco,
California
| $33 | – | – | – |
|
|
BI
34
Bulldog Investors
Saddle Brook,
New Jersey
| – | -$2.66M | -60,609 | Closed |
|
|
AW
35
Atlas Wealth
Cincinnati,
Ohio
| – | -$1.98M | -45,015 | Closed |
|
|
WAM
36
Wolverine Asset Management
Chicago,
Illinois
| – | -$125K | -2,854 | Closed |
|
TWN Hedge Fund Activity: Q3 2024 in Review
33 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Taiwan Fund (TWN) for Q3 2024, worth a combined $256M — up 1.1% from $253M a quarter earlier.
Fund positioning in TWN was balanced in Q3 2024: 3 funds opened new positions, 3 closed out, 7 added to existing stakes and 12 trimmed.
The largest buyer was Ohio Public Employees Retirement System (OPERS), opening a new position worth an estimated $14.1M. The largest seller was Bulldog Investors, exiting entirely with an estimated $2.66M sold.
- 33 institutional investors held Taiwan Fund (TWN) as of Q3 2024, unchanged from Q2 2024.
- Funds reported $256M of Taiwan Fund stock for Q3 2024, up 1.1% quarter-over-quarter.
- 3 funds opened new Taiwan Fund positions in Q3 2024 and 3 closed out, a net change of 0 holders.
- The largest Taiwan Fund buyer in Q3 2024 was Ohio Public Employees Retirement System (OPERS), an estimated $14.1M added.
- The largest Taiwan Fund seller in Q3 2024 was Bulldog Investors, an estimated $2.66M sold.
Based on aggregated 13F filings for Q3 2024.