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 |
|---|---|---|---|---|---|
| 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% |
| ROYAL BANK OF CANADA | 08/14/2024 | 105 | $5,000 | -1.87% | 0.00% |
| BESSEMER GROUP INC | 08/13/2024 | 143 | $6,000 | 23.28% | 0.00% |
| ANCORA ADVISORS, LLC | 08/14/2024 | 200 | $8,788 | 0.00% | 0.00% |
| ADVISOR GROUP HOLDINGS, INC. | 08/13/2024 | 818 | $35,947 | -97.90% | 0.01% |
| ROTHSCHILD INVESTMENT LLC | 07/31/2024 | 1,192 | $52,376 | 0.00% | 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% |
| BANK OF AMERICA CORP /DE/ | 08/14/2024 | 1,670 | $73,380 | 19.37% | 0.02% |
| MORGAN STANLEY | 08/14/2024 | 1,902 | $83,574 | -24.04% | 0.03% |
| CIBC PRIVATE WEALTH GROUP, LLC | 08/09/2024 | 2,085 | $93,825 | 100.00% | 0.03% |
| WOLVERINE ASSET MANAGEMENT LLC | 08/01/2024 | 2,854 | $125,404 | -86.57% | 0.04% |
| PNC FINANCIAL SERVICES GROUP, INC. | 08/09/2024 | 3,085 | $135,555 | -47.04% | 0.04% |
| HIGHTOWER ADVISORS, LLC | 08/13/2024 | 5,507 | $244,000 | 100.00% | 0.08% |
| QUANTEDGE CAPITAL PTE LTD | 08/14/2024 | 8,369 | $367,734 | 100.00% | 0.11% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 08/12/2024 | 17,431 | $765,918 | 29.13% | 0.24% |
| 09/05/2024 | 18,635 | $714,850 | 100.00% | 0.26% | |
| BANQUE CANTONALE VAUDOISE | 07/31/2024 | 25,000 | $1.10 M | 0.00% | 0.34% |
| ALMITAS CAPITAL LLC | 08/15/2024 | 27,644 | $1.21 M | -29.65% | 0.38% |
| SHAKER FINANCIAL SERVICES, LLC | 08/02/2024 | 30,981 | $1.36 M | -6.89% | 0.43% |
| SABA CAPITAL MANAGEMENT, L.P. | 08/14/2024 | 35,254 | $1.55 M | 0.00% | 0.48% |
| ATLAS WEALTH LLC | 07/31/2024 | 45,015 | $1.98 M | 100.00% | 0.62% |
| CSS LLC/IL | 08/14/2024 | 53,343 | $2.34 M | -4.53% | 0.73% |
| BULLDOG INVESTORS, LLP | 08/09/2024 | 60,609 | $2.66 M | -39.43% | 0.83% |
| THOMAS J. HERZFELD ADVISORS, INC. | 08/13/2024 | 66,993 | $2.94 M | 46.85% | 0.92% |
| MATISSE CAPITAL | 07/30/2024 | 69,000 | $3.03 M | 6.15% | 0.95% |
| STRS OHIO | 08/05/2024 | 70,000 | $3.08 M | 0.00% | 0.96% |
| KARPUS MANAGEMENT, INC. | 08/13/2024 | 80,868 | $3.55 M | -32.38% | 1.11% |
| 1607 CAPITAL PARTNERS, LLC | 08/08/2024 | 377,180 | $16.57 M | -23.74% | 5.18% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 07/26/2024 | 854,886 | $37.56 M | 2.04% | 11.74% |
| LAZARD ASSET MANAGEMENT LLC | 08/14/2024 | 1.16 M | $50.82 M | -7.07% | 15.88% |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 08/09/2024 | 2.74 M | $120.32 M | 2.06% | 37.60% |
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, 45 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: 2.74 M
LAZARD ASSET MANAGEMENT LLC: 1.16 M
Allspring Global Investments Holdings, LLC: 854,886
1607 Capital Partners, LLC: 377,180
Karpus Management, Inc.: 80,868
STRS OHIO: 70,000
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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 7.23 M shares in the last 24 months. This purchase volume represents approximately $315.06 M in transactions.