Recent Quarter Total Invested
$252.94 M
Recent Quarter Institutional Ownership Percentage
79.07%
Total Invested of Last Quarter
$235.55 M
Ownership Percentage of Last Quarter
79.64%
The Taiwan Fund, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 08/09/2024 | 2.74 M | $120.32 M | 2.06% | 37.60% |
| LAZARD ASSET MANAGEMENT LLC | 08/14/2024 | 1.16 M | $50.82 M | -7.07% | 15.88% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 07/26/2024 | 854,886 | $37.56 M | 2.04% | 11.74% |
| 1607 CAPITAL PARTNERS, LLC | 08/08/2024 | 377,180 | $16.57 M | -23.74% | 5.18% |
| KARPUS MANAGEMENT, INC. | 08/13/2024 | 80,868 | $3.55 M | -32.38% | 1.11% |
| STRS OHIO | 08/05/2024 | 70,000 | $3.08 M | 0.00% | 0.96% |
| MATISSE CAPITAL | 07/30/2024 | 69,000 | $3.03 M | 6.15% | 0.95% |
| THOMAS J. HERZFELD ADVISORS, INC. | 08/13/2024 | 66,993 | $2.94 M | 46.85% | 0.92% |
| BULLDOG INVESTORS, LLP | 08/09/2024 | 60,609 | $2.66 M | -39.43% | 0.83% |
| CSS LLC/IL | 08/14/2024 | 53,343 | $2.34 M | -4.53% | 0.73% |
| ATLAS WEALTH LLC | 07/31/2024 | 45,015 | $1.98 M | 100.00% | 0.62% |
| SABA CAPITAL MANAGEMENT, L.P. | 08/14/2024 | 35,254 | $1.55 M | 0.00% | 0.48% |
| SHAKER FINANCIAL SERVICES, LLC | 08/02/2024 | 30,981 | $1.36 M | -6.89% | 0.43% |
| ALMITAS CAPITAL LLC | 08/15/2024 | 27,644 | $1.21 M | -29.65% | 0.38% |
| BANQUE CANTONALE VAUDOISE | 07/31/2024 | 25,000 | $1.10 M | 0.00% | 0.34% |
| 09/05/2024 | 18,635 | $714,850 | 100.00% | 0.26% | |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 08/12/2024 | 17,431 | $765,918 | 29.13% | 0.24% |
| QUANTEDGE CAPITAL PTE LTD | 08/14/2024 | 8,369 | $367,734 | 100.00% | 0.11% |
| HIGHTOWER ADVISORS, LLC | 08/13/2024 | 5,507 | $244,000 | 100.00% | 0.08% |
| PNC FINANCIAL SERVICES GROUP, INC. | 08/09/2024 | 3,085 | $135,555 | -47.04% | 0.04% |
| WOLVERINE ASSET MANAGEMENT LLC | 08/01/2024 | 2,854 | $125,404 | -86.57% | 0.04% |
| CIBC PRIVATE WEALTH GROUP, LLC | 08/09/2024 | 2,085 | $93,825 | 100.00% | 0.03% |
| MORGAN STANLEY | 10/17/2024 | 1,902 | $83,574 | -24.04% | 0.03% |
| BANK OF AMERICA CORP /DE/ | 08/14/2024 | 1,670 | $73,380 | 19.37% | 0.02% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 08/05/2024 | 1,607 | $70,612 | 0.00% | 0.02% |
| UBS GROUP AG | 08/14/2024 | 1,606 | $70,567 | 234.58% | 0.02% |
| ROTHSCHILD INVESTMENT LLC | 07/31/2024 | 1,192 | $52,376 | 0.00% | 0.02% |
| ADVISOR GROUP HOLDINGS, INC. | 08/13/2024 | 818 | $35,947 | -97.90% | 0.01% |
| ANCORA ADVISORS, LLC | 08/14/2024 | 200 | $8,788 | 0.00% | 0.00% |
| BESSEMER GROUP INC | 08/13/2024 | 143 | $6,000 | 23.28% | 0.00% |
| ROYAL BANK OF CANADA | 11/06/2024 | 105 | $5,000 | -1.87% | 0.00% |
| DEUTSCHE BANK AG\ | 08/14/2024 | 1 | $44 | 0.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 08/13/2024 | 1 | $33 | -99.94% | 0.00% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/15/2024 | 0 | $0 | -100.00% | 0.00% |
The Taiwan Fund, Inc.institutional Ownership - Frequently Asked Questions
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Who are the largest shareholders of TWN shares?
During the previous two years, 42 institutional investors and hedge funds held shares of The Taiwan Fund, Inc.. The most heavily invested institutionals were:
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD: 2.72 M
LAZARD ASSET MANAGEMENT LLC: 1.13 M
Allspring Global Investments Holdings, LLC: 806,488
1607 Capital Partners, LLC: 322,089
Karpus Management, Inc.: 74,751
Matisse Capital: 69,000
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What percentage of The Taiwan Fund, Inc. stock is owned by institutional investors?
79.07% of The Taiwan Fund, Inc. stock is owned by institutional investors.
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How much institutional buying is happening at TWN ?
Institutional investors have bought a total of 6.87 M shares in the last 24 months. This purchase volume represents approximately $295.88 M in transactions.