TWN

Taiwan Fund
TWN

Overview Fund Activity

28 hedge funds and large institutions have $169M invested in Taiwan Fund in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 1 closing their positions.

Holders
28
Holders Change
+1
Holders Change %
+3.7%
% of All Funds
0.45%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
2
Increased
8
Reduced
9
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$19.9M
2
1CP
2
1607 Capital Partners
Virginia
$17.3M
3
COLIM
3
City of London Investment Management
United Kingdom
$80.8M
4
WAM
4
Wolverine Asset Management
Illinois
$179K
5
KIM
5
Karpus Investment Management
New York
$3.23M

Top Sellers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$32.1M
2
SCM
2
Saba Capital Management
New York
$866K
3
AC
3
Almitas Capital
California
$1.46M
4
AW
4
Atlas Wealth
Ohio
$1.25M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$35.6K
Name Market Value Shares Shares
Change 		Shares
Change %
COLIM
1
City of London Investment Management
United Kingdom
$80.8M 2,987,682 +18,368 +0.6%
Lazard Asset Management
2
Lazard Asset Management
New York
$32.1M 1,191,824 -39,821 -3%
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$19.9M 736,296 +30,271 +4%
1CP
4
1607 Capital Partners
Virginia
$17.3M 642,608 +26,192 +4%
BI
5
Bulldog Investors
New Jersey
$6.13M 227,409 – –
KIM
6
Karpus Investment Management
New York
$3.23M 119,680 +1,080 +0.9%
SO
7
STRS Ohio
Ohio
$1.89M 70,000 – –
CL
8
CSS LLC
Illinois
$1.62M 60,049 +551 +0.9%
AC
9
Almitas Capital
California
$1.46M 54,065 -1,759 -3%
AW
10
Atlas Wealth
Ohio
$1.25M 46,533 -1,138 -2%
SFS
11
Shaker Financial Services
Virginia
$915K 33,921 – –
SCM
12
Saba Capital Management
New York
$866K 32,116 -23,615 -42%
Deutsche Bank
13
Deutsche Bank
Germany
$322K 11,928 – –
MC
14
Matisse Capital
Oregon
$306K 11,366 – –
HPM
15
Hudson Portfolio Management
New York
$273K 10,133 -150 -1%
Morgan Stanley
16
Morgan Stanley
New York
$234K 8,670 +239 +3%
WAM
17
Wolverine Asset Management
Illinois
$179K 6,637 +6,637 New
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$157K 5,825 – –
ASN
19
Advisory Services Network
Georgia
$53.9K 2,000 – –
Wells Fargo
20
Wells Fargo
California
$51.7K 1,918 -190 -9%
Bank of America
21
Bank of America
North Carolina
$39.2K 1,455 -20 -1%
Osaic Holdings
22
Osaic Holdings
Arizona
$35.6K 1,320 -631 -32%
BBPWM
23
Blue Bell Private Wealth Management
Pennsylvania
$18.9K 700 – –
TJHA
24
Thomas J. Herzfeld Advisors
Florida
$17.4K 647 +90 +16%
UBS Group
25
UBS Group
Switzerland
$12.1K 447 -135 -23%
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