Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Templeton Dragon Fd Inc (TDF)

51 + Investors. Track Smart Money conviction in TDF. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
1Q ▲
Buyers last Q
68%

Smart Money Signals — TDF

Based on 51 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added TDF than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
51 hedge funds hold TDF right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +4% more funds vs a year ago

fund count last 6Q
+2 new funds entered over the past year (+4% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 68% buying

23 buying11 selling
Last quarter: 23 funds were net buyers (4 opened a brand new position + 19 added to an existing one). Only 11 were sellers (10 trimmed + 1 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~4 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 3 → 6 → 2 → 4. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

67% of holders stayed for 2+ years

67% conviction (2yr+) 24% medium 10% new
34 out of 51 hedge funds have held TDF for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📊

Peak discovery — momentum slowing

5 → 3 → 6 → 2 → 4 new funds/Q
New funds entering each quarter: 3 → 6 → 2 → 4. TDF is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 65% veterans vs 14% newcomers

65% veterans 22% 1-2yr 14% new
Entry-cohort mix of 51 holders: 33 (65%) are 2+ year veterans, 11 entered 1–2 years ago, and 7 (14%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 4% AUM from top-100

4% from top-100 AUM funds
10 of 51 holders rank in the top 100 by AUM, but together hold only 4% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — TDF

In 2026 Q2, 23 hedge funds were net buyers of TDF (4 opened a new position, 19 added to an existing one), while 11 reduced or exited (10 trimmed, 1 sold completely) — a 68% buyer ratio, indicating clear institutional accumulation. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 51.

Hedge Fund Ownership: TDF

How many hedge funds hold TDF — quarterly history vs. share price
Quarterly hedge fund ownership of TDF vs. share price

Market Analysis: TDF

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: TDF

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 1 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
1.6
/ 10
conviction
Hedge Fund Positioning: TDF
51 + Investors

Track Smart Money conviction in TDF. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 51 48 6.25%
13F Shares 18M 18M 0.41%
Total Value $196M $190M 3.07%
New Positions 4 2 +2
Increased Positions 19 20 -1
Closed Positions 1 4 -3
Reduced Positions 10 11 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: TDF

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Institutional Holders (2026 Q2)

51 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in TDF. Verified SEC 13F-HR filings.

QUARTER:
Top 25 TDF holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 City of London Investment Management Co Ltd 5.83% 8,889,445 $96.8M
2 Matisse Capital 1.49% 341,875 $3.7M
3 Uncommon Cents Investing LLC 1.29% 545,650 $5.9M
4 Shaker Financial Services, LLC 0.62% 181,701 $2.0M
5 Quantedge Capital Pte Ltd 0.45% 54,016 $588K
6 180 Wealth Advisors, LLC 0.36% 329,251 $3.6M
7 1607 Capital Partners, LLC 0.32% 341,657 $3.7M
8 Karpus Management, Inc. 0.27% 871,955 $9.5M
9 Saba Capital Management, L.P. 0.15% 539,260 $5.9M
10 Allspring Global Investments Holdings, LLC 0.03% 1,889,456 $20.6M
11 Lazard Asset Management LLC 0.03% 1,912,569 $20.8M
12 Public Employees Retirement System of Ohio 0.02% 603,658 $6.6M
13 Compound Planning, Inc. 0.02% 67,650 $737K
14 Advocate Investing Services LLC 0.02% 2,000 $22K
15 International Assets Investment Management, LLC 0.01% 20,059 $220K
16 Baltimore-Washington Financial Advisors, Inc. 0.01% 22,865 $249K
17 Css LLC/Il 0.01% 18,715 $204K
18 Blue Bell Private Wealth Management, LLC 0.01% 5,473 $60K
19 Diversified Enterprises, LLC 0.01% 11,660 $127K
20 Thomas J. Herzfeld Advisors, Inc. 0.01% 1,533 $17K
21 Basepoint Wealth LLC 0.00% 619 $7K
22 Dakota Wealth Management 0.00% 18,055 $197K
23 XTX Topco Ltd 0.00% 19,755 $215K
24 Westside Investment Management, Inc. 0.00% 1,865 $20K
25 Wolverine Asset Management LLC 0.00% 16,801 $183K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Templeton Dragon Fd Inc (TDF)

What does the Smart Money Trend signal show for TDF?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added TDF than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for TDF?

More buyers than sellers — 68% buying: Last quarter: 23 funds were net buyers (4 opened a brand new position + 19 added to an existing one). Only 11 were sellers (10 trimmed + 1 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for TDF holders?

Smaller funds dominant — 4% AUM from top-100: 10 of 51 holders rank in the top 100 by AUM, but together hold only 4% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held TDF?

67% of holders stayed for 2+ years: 34 out of 51 hedge funds have held TDF for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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