Taiwan Fund
TWN
21 hedge funds and large institutions have $112M invested in Taiwan Fund in 2019 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
0% more funds holding
Funds holding: 21 → 21 (0)
0% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 6
0.85% less ownership
Funds ownership: 86.37% → 85.52% (-0.85%)
9% less capital invested
Capital invested by funds: $123M → $112M (-$10.6M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
+$2.79M |
| 2 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$922K |
| 3 |
Wells Fargo
San Francisco,
California
|
+$288K |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$44.7K |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$37K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BI
Bulldog Investors
Saddle Brook,
New Jersey
|
-$3.18M |
| 2 |
BFM
Boothbay Fund Management
New York
|
-$2.22M |
| 3 |
COLIM
City of London Investment Management
London,
United Kingdom
|
-$1.22M |
| 4 |
MC
Matisse Capital
Portland,
Oregon
|
-$947K |
| 5 |
Aberdeen Group
Edinburgh,
United Kingdom
|
-$207K |
TWN Hedge Fund Activity: Q2 2019 in Review
21 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in Taiwan Fund (TWN) for Q2 2019, worth a combined $112M — down 8.6% from $123M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new TWN positions and 2 closed out — a net gain of 1 holder — while 6 added to existing stakes and 6 trimmed.
The largest buyer was Lazard Asset Management, adding an estimated $2.79M. The largest seller was Bulldog Investors, cutting an estimated $3.18M.
- 21 institutional investors held Taiwan Fund (TWN) as of Q2 2019, unchanged from Q1 2019.
- Funds reported $112M of Taiwan Fund stock for Q2 2019, down 8.6% quarter-over-quarter.
- 3 funds opened new Taiwan Fund positions in Q2 2019 and 2 closed out, a net change of +1 holder.
- The largest Taiwan Fund buyer in Q2 2019 was Lazard Asset Management, an estimated $2.79M added.
- The largest Taiwan Fund seller in Q2 2019 was Bulldog Investors, an estimated $3.18M sold.
Based on aggregated 13F filings for Q2 2019.