Taiwan Fund
TWN
24 hedge funds and large institutions have $176M invested in Taiwan Fund in 2021 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 3 closing their positions.
40% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 5
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
9% more capital invested
Capital invested by funds: $161M → $176M (+$14.8M)
4% more funds holding
Funds holding: 23 → 24 (+1)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.41% less ownership
Funds ownership: 83.68% → 83.27% (-0.41%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
COLIM
City of London Investment Management
London,
United Kingdom
|
+$435K |
| 2 |
SKK
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
+$306K |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$115K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$108K |
| 5 |
Morgan Stanley
New York
|
+$104K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
-$1.21M |
| 2 |
CL
CSS LLC
Chicago,
Illinois
|
-$739K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$422K |
| 4 |
CCP
Cardan Capital Partners
Denver,
Colorado
|
-$256K |
| 5 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$183K |
TWN Hedge Fund Activity: Q1 2021 in Review
24 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Taiwan Fund (TWN) for Q1 2021, worth a combined $176M — up 9.2% from $161M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new TWN positions and 3 closed out — a net gain of 1 holder — while 7 added to existing stakes and 5 trimmed.
The largest buyer was City of London Investment Management, adding an estimated $435K. The largest seller was Lazard Asset Management, cutting an estimated $1.21M.
- 24 institutional investors held Taiwan Fund (TWN) as of Q1 2021, up from 23 in Q4 2020.
- Funds reported $176M of Taiwan Fund stock for Q1 2021, up 9.2% quarter-over-quarter.
- 4 funds opened new Taiwan Fund positions in Q1 2021 and 3 closed out, a net change of +1 holder.
- The largest Taiwan Fund buyer in Q1 2021 was City of London Investment Management, an estimated $435K added.
- The largest Taiwan Fund seller in Q1 2021 was Lazard Asset Management, an estimated $1.21M sold.
Based on aggregated 13F filings for Q1 2021.