Taiwan Fund
TWN
19 hedge funds and large institutions have $93M invested in Taiwan Fund in 2015 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 3 closing their positions.
4% more capital invested
Capital invested by funds: $89.7M → $93M (+$3.33M)
0.42% more ownership
Funds ownership: 66.87% → 67.29% (+0.42%)
0% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 5
5% less funds holding
Funds holding: 20 → 19 (-1)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
COLIM
City of London Investment Management
London,
United Kingdom
|
+$1.69M |
| 2 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
+$267K |
| 3 |
DA
Doliver Advisors
Houston,
Texas
|
+$188K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$175K |
| 5 |
GFM
Gramercy Funds Management
Greenwich,
Connecticut
|
+$14.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Weiss Asset Management
Boston,
Massachusetts
|
-$948K |
| 2 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$310K |
| 3 |
Lazard Asset Management
New York
|
-$261K |
| 4 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$82.6K |
| 5 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$81.3K |
TWN Hedge Fund Activity: Q1 2015 in Review
19 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in Taiwan Fund (TWN) for Q1 2015, worth a combined $93M — up 3.7% from $89.7M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of TWN and 2 opened new positions — a net loss of 1 holder — while 5 trimmed existing stakes and 5 added.
The largest buyer was City of London Investment Management, adding an estimated $1.69M. The largest seller was Weiss Asset Management, exiting entirely with an estimated $948K sold.
- 19 institutional investors held Taiwan Fund (TWN) as of Q1 2015, down from 20 in Q4 2014.
- Funds reported $93M of Taiwan Fund stock for Q1 2015, up 3.7% quarter-over-quarter.
- 2 funds opened new Taiwan Fund positions in Q1 2015 and 3 closed out, a net change of -1 holder.
- The largest Taiwan Fund buyer in Q1 2015 was City of London Investment Management, an estimated $1.69M added.
- The largest Taiwan Fund seller in Q1 2015 was Weiss Asset Management, an estimated $948K sold.
Based on aggregated 13F filings for Q1 2015.