Taiwan Fund
TWN
24 hedge funds and large institutions have $109M invested in Taiwan Fund in 2014 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 12 reducing their positions, and 0 closing their positions.
20% more funds holding
Funds holding: 20 → 24 (+4)
10% more capital invested
Capital invested by funds: $99.1M → $109M (+$10.2M)
1.16% more ownership
Funds ownership: 63.8% → 64.95% (+1.2%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
75% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
COLIM
City of London Investment Management
London,
United Kingdom
|
+$1.7M |
| 2 |
MIG
Mariner Investment Group
Harrison,
New York
|
+$1.2M |
| 3 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$262K |
| 4 |
GFM
Gramercy Funds Management
Greenwich,
Connecticut
|
+$165K |
| 5 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
+$44.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
-$991K |
| 2 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$268K |
| 3 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$89.1K |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$60.6K |
| 5 |
OC
Oppenheimer & Co
New York
|
-$58.1K |
TWN Hedge Fund Activity: Q2 2014 in Review
24 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in Taiwan Fund (TWN) for Q2 2014, worth a combined $109M — up 10% from $99.1M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new TWN positions and 0 closed out — a net gain of 4 holders — while 3 added to existing stakes and 12 trimmed.
The largest buyer was City of London Investment Management, adding an estimated $1.7M. The largest seller was Lazard Asset Management, cutting an estimated $991K.
- 24 institutional investors held Taiwan Fund (TWN) as of Q2 2014, up from 20 in Q1 2014.
- Funds reported $109M of Taiwan Fund stock for Q2 2014, up 10% quarter-over-quarter.
- 4 funds opened new Taiwan Fund positions in Q2 2014 and 0 closed out, a net change of +4 holders.
- The largest Taiwan Fund buyer in Q2 2014 was City of London Investment Management, an estimated $1.7M added.
- The largest Taiwan Fund seller in Q2 2014 was Lazard Asset Management, an estimated $991K sold.
Based on aggregated 13F filings for Q2 2014.