Free Trial

The Taiwan Fund (TWN) Institutional Ownership

The Taiwan Fund logo
$38.73 -0.14 (-0.36%)
Closing price 01/31/2025 03:43 PM Eastern
Extended Trading
$38.66 -0.07 (-0.17%)
As of 01/31/2025 06:30 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for The Taiwan Fund (NYSE:TWN)

Number of
Institutional Buyers
(last 12 months)
15
Total
Institutional Inflows
(last 12 months)
$23.45M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$9.62M
Get TWN Insider Trade Alerts

Want to know when executives and insiders are buying or selling The Taiwan Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

TWN Institutional Buying and Selling by Quarter

The Taiwan Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/29/2025 Allspring Global Investments Holdings LLC782,642$30.25M0.0%-3.0%9.195%
1/24/2025 Matisse 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%
10/19/2024 Allspring 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%
7/31/2024Rothschild Investment LLC1,192$52K0.0%N/A0.000%
7/30/2024 Matisse Capital69,000$3.03M1.5%+6.2%0.000%
7/26/2024 Allspring 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%
5/1/2024 Matisse Capital65,000$2.58M1.2%+1.8%0.000%
4/30/2024 Allspring Global Investments Holdings LLC837,790$33.19M0.1%-1.4%11.215%
4/18/2024 Allspring 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%
2/8/2024 Matisse Capital63,851$2.21M1.2%+41.9%0.000%
2/1/2024Wolverine Asset Management LLC7,683$266K0.0%+444.1%0.103%
1/25/2024 Allspring 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%
10/27/2023 Allspring Global Investments Holdings LLC890,445$26.70M0.0%+10.7%11.920%
10/13/2023 Matisse Capital45,000$1.35M1.0%+295.9%0.602%
Is this Elon’s true agenda? (Ad)

All 10 of the world's biggest money managers follow my work, and the Pentagon, the FBI and Harvard professors have all turned to my business partner and I for our thoughts on the market. And with every investor in America wondering what Elon is going to do now that he's in Washington, this is what we tell them

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%
7/24/2023 Allspring Global Investments Holdings LLC804,016$25.19M0.0%+9.2%10.763%
7/18/2023 Allspring 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%
4/13/2023 Allspring 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%
1/24/2023 Matisse Capital11,366$262K0.2%N/A0.152%
1/23/2023 Allspring Global Investments Holdings LLC706,025$16.30M0.0%+15.4%9.451%
1/20/2023 Matisse 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%
10/26/2022 Allspring 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%
7/29/2022 Total Clarity Wealth Management Inc.1,000$25K0.0%N/A0.013%
7/25/2022 Allspring Global Investments Holdings LLC585,527$14.71M0.0%+1.8%7.838%
7/21/2022Belvedere Trading LLC11,188$283K0.0%N/A0.150%
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%
2/9/2022Lazard Asset Management LLC1,415,513$53.18M0.1%+0.5%18.952%
2/8/2022Raymond James & Associates16,980$638K0.0%+11.7%0.227%
2/8/2022First Trust Advisors LP5,958$224K0.0%N/A0.080%
1/28/2022 Allspring Global Investments Holdings LLC578,700$21.74M0.0%N/A7.748%
11/12/2021Wolverine Asset Management LLC17,490$615K0.0%+424.6%0.234%
Is this Elon’s true agenda? (Ad)

All 10 of the world's biggest money managers follow my work, and the Pentagon, the FBI and Harvard professors have all turned to my business partner and I for our thoughts on the market. And with every investor in America wondering what Elon is going to do now that he's in Washington, this is what we tell them

11/8/2021 Matisse Capital84,300$2.97M1.1%-9.4%1.129%
11/5/2021Advisor Group Holdings Inc.3,001$106K0.0%+5,902.0%0.040%
11/3/2021Herold Advisors Inc.1,200$42K0.0%N/A0.016%
11/2/2021Raymond James & Associates15,207$535K0.0%+6.4%0.204%
10/21/2021 Total Clarity Wealth Management Inc.1,000$35K0.0%N/A0.013%
8/17/2021Wells Fargo & Company MN604,093$21.35M0.0%+2.6%8.088%
8/16/20211607 Capital Partners LLC652,283$23.05M1.1%-2.8%8.733%
8/13/2021City of London Investment Management Co. Ltd.2,855,261$99.98M5.2%+0.1%38.228%
8/13/2021Bulldog Investors LLP202,837$7.17M1.9%-9.0%2.716%
8/12/2021Lazard Asset Management LLC1,402,752$49.57M0.1%-2.2%18.781%
(Data available from 1/1/2016 forward)

TWN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of TWN shares?

During the previous two years, 22 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 ($49.31M), Allspring Global Investments Holdings LLC ($30.25M), 1607 Capital Partners LLC ($22.92M), Public Employees Retirement System of Ohio ($14.48M), 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 20 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), Almitas Capital LLC ($73.51K), City of London Investment Management Co. Ltd. ($61.27K), Matisse Capital ($58.63K), Lazard Asset Management LLC ($51.09K), and Atlas Wealth LLC ($47.67K).

How much institutional buying is happening at The Taiwan Fund?

Institutional investors have bought a total of 994,794 shares in the last 24 months. This purchase volume represents approximately $36.16M in transactions.

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

Of the 9 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), Wolverine Asset Management LLC ($18.40K), Almitas Capital LLC ($11.65K), Lazard Asset Management LLC ($7.72K), Karpus Management Inc. ($4.80K), and Shaker Financial Services LLC ($2.69K).

How much institutional selling is happening at The Taiwan Fund?

Institutional investors have sold a total of 488,258 shares in the last 24 months. This volume of shares sold represents approximately $17.14M in transactions.



This page (NYSE:TWN) was last updated on 2/1/2025 by MarketBeat.com Staff
From Our Partners