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The Taiwan Fund (TWN) Institutional Ownership

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$29.38 +0.18 (+0.60%)
As of 10:59 AM Eastern
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Institutional Ownership Changes (13F Filings) for The Taiwan Fund (NYSE:TWN)

Number of
Institutional Buyers
(last 12 months)
21
Total
Institutional Inflows
(last 12 months)
$24.44M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$9.72M
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TWN Institutional Buying and Selling by Quarter

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The Taiwan Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/18/2025CSS LLC IL49,394$1.91M0.1%+1.5%0.580%
2/17/2025Quantedge Capital Pte Ltd25,081$969K0.4%+41.8%0.295%
2/17/2025Lazard Asset Management LLC1,111,842$42.97M0.1%-1.5%13.065%
2/17/2025Janus Henderson Group PLC6,950$268K0.0%N/A0.082%
2/17/2025Cetera Investment Advisers5,322$206K0.0%N/A0.063%
2/17/2025Almitas Capital LLC8,547$330K0.1%+12.7%0.100%
2/14/2025Shaker Financial Services LLC35,411$1.37M0.5%+14.3%0.416%
2/13/20251607 Capital Partners LLC269,820$10.43M0.8%-16.2%3.171%
2/12/2025Landscape Capital Management L.L.C.12,742$492K0.1%-27.8%0.150%
2/12/2025Thomas J. Herzfeld Advisors Inc.68,717$2.66M0.9%+5.8%0.807%
2/12/2025Nomura Asset Management Co. Ltd.32,828$1.27M0.0%N/A0.386%
2/11/2025LPL Financial LLC19,077$737K0.0%N/A0.224%
2/11/2025Virtu Financial LLC5,584$216K0.0%N/A0.066%
2/7/2025PNC Financial Services Group Inc.2,315$89K0.0%-23.1%0.027%
2/7/2025Blue Bell Private Wealth Management LLC2,366$91K0.0%+20.3%0.028%
1/29/2025Allspring Global Investments Holdings LLC782,642$30.25M0.0%-3.0%9.195%
1/24/2025Matisse Capital70,000$2.71M1.4%+1.4%0.823%
11/15/2024Public Employees Retirement System of Ohio329,682$14.48M0.1%N/A3.874%
11/15/2024HighTower Advisors LLC5,831$255K0.0%+5.9%0.069%
11/14/2024Walleye Capital LLC5,013$220K0.0%N/A0.059%
11/9/2024Landscape Capital Management L.L.C.17,653$775K0.1%+1.3%0.207%
10/19/2024Allspring Global Investments Holdings LLC806,488$35.43M0.1%-5.7%10.170%
9/5/2024Sanctuary Advisors LLC18,635$819K0.0%N/A0.235%
8/16/2024Almitas Capital LLC27,644$1.22M0.5%-29.7%0.325%
8/9/2024City of London Investment Management Co. Ltd.2,738,223$120.32M10.3%+2.1%0.000%
8/3/2024Shaker Financial Services LLC30,981$1.36M0.6%-6.9%0.391%
8/2/2024Wolverine Asset Management LLC2,854$125K0.0%-86.6%0.000%
7/31/2024 Rothschild Investment LLC1,192$52K0.0%N/A0.000%
7/30/2024Matisse Capital69,000$3.03M1.5%+6.2%0.000%
7/26/2024Allspring Global Investments Holdings LLC854,886$37.56M0.1%+2.0%0.000%
5/15/2024Lazard Asset Management LLC1,244,553$49.31M0.1%+4.3%16.661%
5/10/2024City of London Investment Management Co. Ltd.2,682,949$106.30M8.8%-1.3%35.916%
5/1/2024Matisse Capital65,000$2.58M1.2%+1.8%0.000%
4/30/2024Allspring Global Investments Holdings LLC837,790$33.19M0.1%-1.4%11.215%
4/18/2024Allspring Global Investments Holdings LLC837,790$33.19M0.1%-1.4%0.000%
4/10/2024Banque Cantonale Vaudoise25,000$991K0.0%N/A0.000%
2/15/2024Bulldog Investors LLP230,999$7.97M2.6%+1.6%0.000%
2/13/2024Karpus Management Inc.119,693$4.14M0.1%+4.2%0.000%
2/13/20241607 Capital Partners LLC662,740$22.92M1.6%+1.0%0.000%
2/9/2024City of London Investment Management Co. Ltd.2,718,783$94.04M7.7%-2.9%0.000%
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2/8/2024Matisse Capital63,851$2.21M1.2%+41.9%0.000%
2/1/2024Wolverine Asset Management LLC7,683$266K0.0%+444.1%0.103%
1/25/2024Allspring Global Investments Holdings LLC849,699$29.39M0.0%-4.6%11.375%
1/25/2024Blue Bell Private Wealth Management LLC1,346$47K0.0%+159.8%0.018%
11/21/2023Almitas Capital LLC78,924$2.37M1.1%+18.8%1.057%
11/15/20231607 Capital Partners LLC656,003$19.67M1.5%+1.4%8.782%
11/14/2023Lazard Asset Management LLC1,186,680$35.58M0.0%-0.6%15.886%
11/14/2023Hudson Portfolio Management LLC9,808$294K0.3%-3.2%0.131%
11/13/2023Wolverine Asset Management LLC1,412$42K0.0%N/A0.019%
11/9/2023City of London Investment Management Co. Ltd.2,799,375$83.93M7.3%-5.6%37.475%
11/9/2023Karpus Management Inc.114,880$3.44M0.1%-1.6%1.538%
11/8/2023Landscape Capital Management L.L.C.7,866$236K0.0%N/A0.105%
11/2/2023Shaker Financial Services LLC33,522$1.01M0.5%-1.2%0.449%
10/27/2023Allspring Global Investments Holdings LLC890,445$26.70M0.0%+10.7%11.920%
10/13/2023Matisse Capital45,000$1.35M1.0%+295.9%0.602%
8/16/2023Thomas J. Herzfeld Advisors Inc.2,387$75K0.0%+268.9%0.032%
8/14/2023CSS LLC IL60,549$1.90M0.1%+0.8%0.811%
8/11/2023Karpus Management Inc.116,734$3.66M0.1%-2.5%1.563%
8/11/2023City of London Investment Management Co. Ltd.2,966,796$92.97M7.5%-0.7%39.716%
8/11/2023Almitas Capital LLC66,452$2.21M0.9%+22.9%0.890%
7/24/2023Allspring Global Investments Holdings LLC804,016$25.19M0.0%+9.2%10.763%
7/18/2023Allspring Global Investments Holdings LLC804,016$25.19M0.0%+9.2%10.763%
5/11/2023Karpus Management Inc.119,680$3.23M0.1%+0.9%1.602%
5/9/2023Atlas Wealth LLC46,533$1.26M0.2%-2.4%0.623%
5/8/2023Wolverine Asset Management LLC6,637$179K0.0%N/A0.089%
4/13/2023Allspring Global Investments Holdings LLC736,296$19.85M0.0%+4.3%9.857%
2/15/2023Almitas Capital LLC55,824$1.29M0.6%+677.7%0.747%
2/14/2023CSS LLC IL59,498$1.37M0.1%+5.3%0.796%
2/14/2023Atlas Wealth LLC47,671$1.10M0.3%N/A0.638%
2/10/2023City of London Investment Management Co. Ltd.2,969,314$68.53M5.5%+0.2%39.750%
1/24/2023Matisse Capital11,366$262K0.2%N/A0.152%
1/23/2023Allspring Global Investments Holdings LLC706,025$16.30M0.0%+15.4%9.451%
1/20/2023Matisse Capital11,366$262K0.3%N/A0.152%
11/15/2022Karpus Management Inc.131,590$2.77M0.1%-5.0%1.762%
11/15/2022Bulldog Investors LLP227,409$4.78M1.4%-30.7%3.044%
11/15/20221607 Capital Partners LLC601,062$12.63M1.0%-2.5%8.046%
11/14/2022Almitas Capital LLC7,178$150K0.1%+67.7%0.096%
11/14/2022Lazard Asset Management LLC1,388,098$29.16M0.0%-2.3%18.582%
11/10/2022City of London Investment Management Co. Ltd.2,963,314$62.01M5.4%+4.7%39.670%
11/10/2022Wolverine Asset Management LLC8,880$186K0.0%+522.7%0.119%
10/26/2022Allspring Global Investments Holdings LLC611,914$12.86M0.0%+4.5%8.192%
8/23/2022Captrust Financial Advisors3,302$83K0.0%N/A0.044%
8/15/2022Bulldog Investors LLP327,977$8.24M2.3%+32.9%4.391%
8/15/2022Karpus Management Inc.138,499$3.48M0.1%-0.5%1.854%
8/9/2022Lazard Asset Management LLC1,421,232$35.70M0.0%+0.6%19.026%
8/3/2022Wolverine Asset Management LLC1,426$35K0.0%-35.5%0.019%
8/1/2022Shaker Financial Services LLC33,921$852K0.4%-4.0%0.454%
7/29/2022Total Clarity Wealth Management Inc.1,000$25K0.0%N/A0.013%
7/25/2022Allspring Global Investments Holdings LLC585,527$14.71M0.0%+1.8%7.838%
7/21/2022Belvedere Trading LLC11,188$283K0.0%N/A0.150%
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5/17/20221607 Capital Partners LLC626,357$20.61M1.2%-0.1%8.385%
5/10/2022Karpus Management Inc.139,216$4.58M0.1%-4.0%1.864%
5/9/2022Herold Advisors Inc.1,200$39K0.0%N/A0.016%
5/6/2022Shaker Financial Services LLC35,350$1.16M0.4%+50.0%0.473%
5/4/2022Wolverine Asset Management LLC2,211$72K0.0%-71.1%0.030%
2/16/2022Hudson Portfolio Management LLC10,396$390K0.3%-4.1%0.139%
2/15/2022Saba Capital Management L.P.55,731$2.09M0.0%N/A0.746%
2/15/2022Karpus Management Inc.144,981$5.45M0.2%-0.5%1.941%
2/14/2022Bulldog Investors LLP210,132$7.90M2.1%+3.6%2.813%
2/9/2022Wolverine Asset Management LLC7,649$287K0.0%-56.3%0.102%
(Data available from 1/1/2016 forward)

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TWN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of TWN shares?

During the previous two years, 29 institutional investors and hedge funds held shares of The Taiwan Fund. The most heavily invested institutionals were City of London Investment Management Co. Ltd. ($120.32M), Lazard Asset Management LLC ($42.97M), Allspring Global Investments Holdings LLC ($30.25M), Public Employees Retirement System of Ohio ($14.48M), 1607 Capital Partners LLC ($10.43M), Bulldog Investors LLP ($7.97M), and Karpus Management Inc. ($4.14M).Learn more on TWN's institutional investors.

Which institutional investors have been buying The Taiwan Fund stock?

Of the 26 institutional investors that purchased The Taiwan Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Public Employees Retirement System of Ohio ($329.68K), Allspring Global Investments Holdings LLC ($269.24K), Matisse Capital ($58.63K), City of London Investment Management Co. Ltd. ($55.27K), Lazard Asset Management LLC ($51.09K), Nomura Asset Management Co. Ltd. ($32.83K), and Almitas Capital LLC ($25.82K).

How much institutional buying is happening at The Taiwan Fund?

Institutional investors have bought a total of 976,948 shares in the last 24 months. This purchase volume represents approximately $37.11M in transactions.

Which The Taiwan Fund major shareholders have been selling company stock?

Of the 12 institutional investors that sold The Taiwan Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: City of London Investment Management Co. Ltd. ($304.73K), Allspring Global Investments Holdings LLC ($136.81K), 1607 Capital Partners LLC ($52.27K), Lazard Asset Management LLC ($24.45K), Wolverine Asset Management LLC ($18.40K), Almitas Capital LLC ($11.65K), and Landscape Capital Management L.L.C. ($4.91K).

How much institutional selling is happening at The Taiwan Fund?

Institutional investors have sold a total of 562,871 shares in the last 24 months. This volume of shares sold represents approximately $20.02M in transactions.



This page (NYSE:TWN) was last updated on 4/11/2025 by MarketBeat.com Staff
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