Taiwan Fund
TWN
34 hedge funds and large institutions have $204M invested in Taiwan Fund in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 11 reducing their positions, and 3 closing their positions.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
3% more funds holding
Funds holding: 33 → 34 (+1)
7.47% less ownership
Funds ownership: 80.65% → 73.18% (-7.5%)
20% less capital invested
Capital invested by funds: $256M → $204M (-$51.3M)
36% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 11
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Nomura Asset Management
Tokyo,
Japan
|
+$1.45M |
| 2 |
LPL Financial
San Diego,
California
|
+$843K |
| 3 |
QC
Quantedge Capital
Singapore
|
+$327K |
| 4 |
Janus Henderson Group
London,
United Kingdom
|
+$307K |
| 5 |
VF
Virtu Financial
New York
|
+$247K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ohio Public Employees Retirement System (OPERS)
Columbus,
Ohio
|
-$14.5M |
| 2 |
COLIM
City of London Investment Management
London,
United Kingdom
|
-$6.53M |
| 3 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$2.31M |
| 4 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$1.05M |
| 5 |
Lazard Asset Management
New York
|
-$740K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Bank of America
Charlotte,
North Carolina
| $63K | -$4.73K | -107 | -6% |
|
|
RIL
27
Rothschild Investment LLC
Chicago,
Illinois
| $46.1K | – | – | – |
|
28
Osaic Holdings
Scottsdale,
Arizona
| $31.6K | – | – | – |
|
29
UBS Group
Zurich,
Switzerland
| $17.3K | -$1.33K | -30 | -6% |
|
|
AA
30
Ancora Advisors
Cleveland,
Ohio
| $7.73K | – | – | – |
|
31
Bessemer Group
Woodbridge,
New Jersey
| $5K | -$884 | -20 | -13% |
|
32
Royal Bank of Canada
Toronto,
Ontario, Canada
| $3K | – | – | – |
|
33
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $39 | – | – | – |
|
34
Wells Fargo
San Francisco,
California
| $29 | – | – | – |
|
|
35
Ohio Public Employees Retirement System (OPERS)
Columbus,
Ohio
| – | -$14.5M | -329,682 | Closed |
|
36
HighTower Advisors
Chicago,
Illinois
| – | -$255K | -5,831 | Closed |
|
37
Walleye Capital
New York
| – | -$220K | -5,013 | Closed |
|
TWN Hedge Fund Activity: Q4 2024 in Review
34 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Taiwan Fund (TWN) for Q4 2024, worth a combined $204M — down 20% from $256M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new TWN positions and 3 closed out — a net gain of 2 holders — while 7 added to existing stakes and 11 trimmed.
The largest buyer was Nomura Asset Management, opening a new position worth an estimated $1.45M. The largest seller was Ohio Public Employees Retirement System (OPERS), exiting entirely with an estimated $14.5M sold.
- 34 institutional investors held Taiwan Fund (TWN) as of Q4 2024, up from 33 in Q3 2024.
- Funds reported $204M of Taiwan Fund stock for Q4 2024, down 20% quarter-over-quarter.
- 5 funds opened new Taiwan Fund positions in Q4 2024 and 3 closed out, a net change of +2 holders.
- The largest Taiwan Fund buyer in Q4 2024 was Nomura Asset Management, an estimated $1.45M added.
- The largest Taiwan Fund seller in Q4 2024 was Ohio Public Employees Retirement System (OPERS), an estimated $14.5M sold.
Based on aggregated 13F filings for Q4 2024.