Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Taiwan Fd Inc (TWN)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
2Q ▲
Buyers last Q
43%

Smart Money Signals — TWN

Based on 33 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added TWN 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
33 hedge funds hold TWN 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 — +14% more funds vs a year ago

fund count last 6Q
+4 new funds entered over the past year (+14% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction. The peak was reached in just 4 quarters from the low — a sharp move.
🟠

More sellers than buyers — 43% buying

9 buying12 selling
Last quarter: 12 funds reduced or exited vs 9 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~4 new funds per quarter

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

70% of holders stayed for 2+ years

■ 70% conviction (2yr+) ■ 12% medium ■ 18% new
23 out of 33 hedge funds have held TWN 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.
💰

Price up while funds trimmed (+14% value, -7% shares)

Value
+14%
Shares
-7%
Last quarter: total value of institutional TWN holdings rose +14% even though funds reduced share count by 7%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
➡️

Steady discovery — ~4 new funds/quarter

3 → 2 → 2 → 3 → 4 new funds/Q
New funds entering each quarter: 2 → 2 → 3 → 4. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 70% veterans vs 21% newcomers

■ 70% veterans ■ 9% 1-2yr ■ 21% new
Entry-cohort mix of 33 holders: 23 (70%) are 2+ year veterans, 3 entered 1–2 years ago, and 7 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 0% AUM from top-100

0% from top-100 AUM funds
6 of 32 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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 — TWN

In 2026 Q1, 9 hedge funds were net buyers of TWN (4 opened a new position, 5 added to an existing one), while 12 reduced or exited (10 trimmed, 2 sold completely) — a 43% buyer ratio, indicating roughly balanced activity. Net buying has persisted for two consecutive quarters, a positive momentum signal. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 33.

Hedge Fund Ownership: TWN

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

Market Analysis: TWN

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: TWN

-- --

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.

1 top-rated funds 2 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
2.0
/ 10
conviction
Hedge Fund Positioning: TWN
38 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 38 33 15.15%
13F Shares 5M 5M -2.55%
Total Value $432M $305M 41.77%
New Positions 8 4 +4
Increased Positions 8 5 +3
Closed Positions 2 2 -
Reduced Positions 10 10 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: TWN

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
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Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q2)

38 + investors

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

QUARTER:
Top 25 TWN 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 12.31% 2,126,252 $204.5M
2 Matisse Capital 2.67% 69,437 $6.7M
3 Thomas J. Herzfeld Advisors, Inc. 1.40% 47,520 $4.6M
4 Shaker Financial Services, LLC 1.34% 44,603 $4.3M
5 1607 Capital Partners, LLC 0.93% 110,989 $10.7M
6 Quantedge Capital Pte Ltd 0.78% 10,736 $1.0M
7 Rock Creek Group LLC 0.64% 66,210 $6.4M
8 Saba Capital Management, L.P. 0.56% 226,694 $21.8M
9 Hudson Portfolio Management LLC 0.47% 6,494 $625K
10 Atlas Wealth LLC 0.47% 33,993 $3.3M
11 Rahlfs Capital, LLC 0.25% 3,500 $337K
12 Lazard Asset Management LLC 0.13% 924,753 $88.9M
13 Logan Stone Capital, LLC 0.10% 4,848 $466K
14 Almitas Capital LLC 0.10% 4,164 $400K
15 Evolve Private Wealth, LLC 0.09% 15,942 $1.5M
16 Allspring Global Investments Holdings, LLC 0.07% 481,783 $46.3M
17 Css LLC/Il 0.06% 16,164 $1.6M
18 Blue Bell Private Wealth Management, LLC 0.05% 3,870 $372K
19 Wolverine Asset Management LLC 0.04% 42,668 $4.1M
20 Public Employees Retirement System of Ohio 0.03% 108,047 $10.4M
21 Strs Ohio 0.03% 70,000 $6.7M
22 XTX Topco Ltd 0.02% 13,800 $1.3M
23 Rothschild Investment LLC 0.00% 1,192 $115K
24 Hrt Financial LP 0.00% 2,682 $257K
25 Ancora Advisors LLC 0.00% 200 $19K
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 — Taiwan Fd Inc (TWN)

What does the Smart Money Trend signal show for TWN?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added TWN 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 TWN?

More sellers than buyers — 43% buying: Last quarter: 12 funds reduced or exited vs 9 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for TWN holders?

Smaller funds dominant — 0% AUM from top-100: 6 of 32 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held TWN?

70% of holders stayed for 2+ years: 23 out of 33 hedge funds have held TWN 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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