Taiwan Fund
TWN
19 hedge funds and large institutions have $117M invested in Taiwan Fund in 2017 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 5 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
14% more capital invested
Capital invested by funds: $103M → $117M (+$14.7M)
0.72% more ownership
Funds ownership: 77.59% → 78.3% (+0.72%)
0% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 6
17% less funds holding
Funds holding: 23 → 19 (-4)
80% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
COLIM
City of London Investment Management
London,
United Kingdom
|
+$2.57M |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$554K |
| 3 |
MC
Matisse Capital
Portland,
Oregon
|
+$144K |
| 4 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
+$68.6K |
| 5 |
GFM
Gramercy Funds Management
Greenwich,
Connecticut
|
+$41.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
-$1.26M |
| 2 |
AMI
Amica Mutual Insurance
Providence,
Rhode Island
|
-$717K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$176K |
| 4 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$100K |
| 5 |
APFBOT
Amica Pension Fund Board of Trustees
Providence,
Rhode Island
|
-$49K |
TWN Hedge Fund Activity: Q1 2017 in Review
19 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in Taiwan Fund (TWN) for Q1 2017, worth a combined $117M — up 14% from $103M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of TWN and 1 opened new positions — a net loss of 4 holders — while 6 trimmed existing stakes and 6 added.
The largest buyer was City of London Investment Management, adding an estimated $2.57M. The largest seller was Lazard Asset Management, cutting an estimated $1.26M.
- 19 institutional investors held Taiwan Fund (TWN) as of Q1 2017, down from 23 in Q4 2016.
- Funds reported $117M of Taiwan Fund stock for Q1 2017, up 14% quarter-over-quarter.
- 1 fund opened new Taiwan Fund positions in Q1 2017 and 5 closed out, a net change of -4 holders.
- The largest Taiwan Fund buyer in Q1 2017 was City of London Investment Management, an estimated $2.57M added.
- The largest Taiwan Fund seller in Q1 2017 was Lazard Asset Management, an estimated $1.26M sold.
Based on aggregated 13F filings for Q1 2017.