Taiwan Fund
TWN
22 hedge funds and large institutions have $122M invested in Taiwan Fund in 2019 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
33% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 6
8% more capital invested
Capital invested by funds: $112M → $122M (+$9.47M)
5% more funds holding
Funds holding: 21 → 22 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.18% less ownership
Funds ownership: 85.52% → 85.34% (-0.18%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$433K |
| 2 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$429K |
| 3 |
BFM
Boothbay Fund Management
New York
|
+$302K |
| 4 |
MC
Matisse Capital
Portland,
Oregon
|
+$202K |
| 5 |
BI
Bulldog Investors
Saddle Brook,
New Jersey
|
+$168K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$1.34M |
| 2 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
-$350K |
| 3 |
COLIM
City of London Investment Management
London,
United Kingdom
|
-$223K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$17K |
| 5 |
Morgan Stanley
New York
|
-$1.91K |
TWN Hedge Fund Activity: Q3 2019 in Review
22 of the 4,574 institutional investors tracked by Wall St. Rank reported a position in Taiwan Fund (TWN) for Q3 2019, worth a combined $122M — up 8.4% from $112M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new TWN positions and 1 closed out — a net gain of 1 holder — while 8 added to existing stakes and 6 trimmed.
The largest buyer was Wolverine Asset Management, adding an estimated $433K. The largest seller was Wells Fargo, cutting an estimated $1.34M.
- 22 institutional investors held Taiwan Fund (TWN) as of Q3 2019, up from 21 in Q2 2019.
- Funds reported $122M of Taiwan Fund stock for Q3 2019, up 8.4% quarter-over-quarter.
- 2 funds opened new Taiwan Fund positions in Q3 2019 and 1 closed out, a net change of +1 holder.
- The largest Taiwan Fund buyer in Q3 2019 was Wolverine Asset Management, an estimated $433K added.
- The largest Taiwan Fund seller in Q3 2019 was Wells Fargo, an estimated $1.34M sold.
Based on aggregated 13F filings for Q3 2019.