Taiwan Fund
TWN
23 hedge funds and large institutions have $143M invested in Taiwan Fund in 2017 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 0 closing their positions.
40% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 5
15% more funds holding
Funds holding: 20 → 23 (+3)
5% more capital invested
Capital invested by funds: $136M → $143M (+$6.62M)
0.73% more ownership
Funds ownership: 83.69% → 84.42% (+0.73%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BI
Bulldog Investors
Saddle Brook,
New Jersey
|
+$2.07M |
| 2 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$1.05M |
| 3 |
COLIM
City of London Investment Management
London,
United Kingdom
|
+$565K |
| 4 |
GFM
Gramercy Funds Management
Greenwich,
Connecticut
|
+$337K |
| 5 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$293K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
-$1.23M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$1.16M |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$327K |
| 4 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$12.5K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$11.8K |
TWN Hedge Fund Activity: Q3 2017 in Review
23 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Taiwan Fund (TWN) for Q3 2017, worth a combined $143M — up 4.9% from $136M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new TWN positions and 0 closed out — a net gain of 4 holders — while 7 added to existing stakes and 5 trimmed.
The largest buyer was Bulldog Investors, adding an estimated $2.07M. The largest seller was Lazard Asset Management, cutting an estimated $1.23M.
- 23 institutional investors held Taiwan Fund (TWN) as of Q3 2017, up from 20 in Q2 2017.
- Funds reported $143M of Taiwan Fund stock for Q3 2017, up 4.9% quarter-over-quarter.
- 4 funds opened new Taiwan Fund positions in Q3 2017 and 0 closed out, a net change of +4 holders.
- The largest Taiwan Fund buyer in Q3 2017 was Bulldog Investors, an estimated $2.07M added.
- The largest Taiwan Fund seller in Q3 2017 was Lazard Asset Management, an estimated $1.23M sold.
Based on aggregated 13F filings for Q3 2017.