Taiwan Fund
TWN
22 hedge funds and large institutions have $147M invested in Taiwan Fund in 2020 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 9 reducing their positions, and 3 closing their positions.
8% more capital invested
Capital invested by funds: $136M → $147M (+$11.1M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.53% less ownership
Funds ownership: 85.5% → 84.97% (-0.53%)
4% less funds holding
Funds holding: 23 → 22 (-1)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
44% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$318K |
| 2 |
Wells Fargo
San Francisco,
California
|
+$291K |
| 3 |
BI
Bulldog Investors
Saddle Brook,
New Jersey
|
+$240K |
| 4 |
Morgan Stanley
New York
|
+$35.2K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$12.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$461K |
| 2 |
Lazard Asset Management
New York
|
-$287K |
| 3 |
SIA
SeaBridge Investment Advisors
Summit,
New Jersey
|
-$210K |
| 4 |
COLIM
City of London Investment Management
London,
United Kingdom
|
-$186K |
| 5 |
MC
Matisse Capital
Portland,
Oregon
|
-$177K |
TWN Hedge Fund Activity: Q3 2020 in Review
22 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in Taiwan Fund (TWN) for Q3 2020, worth a combined $147M — up 8.1% from $136M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of TWN and 2 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 5 added.
The largest buyer was Shaker Financial Services, opening a new position worth an estimated $318K. The largest seller was Cornerstone Advisors, cutting an estimated $461K.
- 22 institutional investors held Taiwan Fund (TWN) as of Q3 2020, down from 23 in Q2 2020.
- Funds reported $147M of Taiwan Fund stock for Q3 2020, up 8.1% quarter-over-quarter.
- 2 funds opened new Taiwan Fund positions in Q3 2020 and 3 closed out, a net change of -1 holder.
- The largest Taiwan Fund buyer in Q3 2020 was Shaker Financial Services, an estimated $318K added.
- The largest Taiwan Fund seller in Q3 2020 was Cornerstone Advisors, an estimated $461K sold.
Based on aggregated 13F filings for Q3 2020.