Taiwan Fd Inc (TWN): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy Taiwan Fd Inc (TWN) following the 2026 Q1 hedge fund 13F filings?

As of today, TWN has moved +7.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.8% for the XLF sector ETF — an outperformance of +1.7%. Since the quarter end (March 31, 2026), TWN gained +48.4% vs +9.5% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Taiwan Fd Inc (TWN)

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

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%

-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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	33	31	6.45%
13F Shares	5M	5M	-7.01%
Total Value	$305M	$266M	14.41%
New Positions	4	3	+1
Increased Positions	5	4	+1
Closed Positions	2	1	+1
Reduced Positions	10	9	+1
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

6.45%

13F Shares

-7.01%

Total Value

$305M

$266M

14.41%

New Positions

Increased Positions

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

33 + 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:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 TWN holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	City of London Investment Management Co Ltd	10.69%	2,240,059	$147.3M
2	Matisse Capital	2.36%	84,000	$5.5M
3	Shaker Financial Services, LLC	1.03%	44,981	$3.0M
4	Thomas J. Herzfeld Advisors, Inc.	0.93%	41,499	$2.7M
5	1607 Capital Partners, LLC	0.54%	114,489	$7.5M
6	Quantedge Capital Pte Ltd	0.52%	14,436	$949K
7	Hudson Portfolio Management LLC	0.46%	8,320	$547K
8	Rock Creek Group LLC	0.44%	66,210	$4.4M
9	Saba Capital Management, L.P.	0.41%	226,694	$14.9M
10	Almitas Capital LLC	0.28%	18,570	$1.2M
11	Rahlfs Capital, LLC	0.17%	3,500	$230K
12	Karpus Management, Inc.	0.15%	75,028	$4.9M
13	Lazard Asset Management LLC	0.10%	923,807	$60.7M
14	Logan Stone Capital, LLC	0.09%	4,848	$319K
15	Css LLC/Il	0.07%	22,316	$1.5M
16	Banque Cantonale Vaudoise	0.06%	25,000	$1.6M
17	Evolve Private Wealth, LLC	0.06%	17,019	$1.1M
18	Allspring Global Investments Holdings, LLC	0.05%	493,772	$32.5M
19	Blue Bell Private Wealth Management, LLC	0.03%	2,960	$195K
20	Public Employees Retirement System of Ohio	0.02%	108,047	$7.1M
21	Strs Ohio	0.02%	70,000	$4.6M
22	XTX Topco Ltd	0.00%	3,657	$240K
23	Rothschild Investment LLC	0.00%	1,192	$78K
24	Ancora Advisors LLC	0.00%	200	$13K
25	Osaic Holdings, INC.	0.00%	1,119	$74K

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.

Is it too late to buy Taiwan Fd Inc (TWN) following the 2026 Q1 hedge fund 13F filings?

As of today, TWN has moved +7.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.8% for the XLF sector ETF — an outperformance of +1.7%. Since the quarter end (March 31, 2026), TWN has gained +48.4% vs +9.5% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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Taiwan Fd Inc (TWN)

Smart Money Signals — TWN

Buying streak — 2 quarters in a row

At the ownership peak (100% of max)

Steady growth — +14% more funds vs a year ago

More sellers than buyers — 43% buying

Steady new buyers — ~4 new funds per quarter

70% of holders stayed for 2+ years

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

Steady discovery — ~4 new funds/quarter

Veteran-anchored — 70% veterans vs 21% newcomers

Smaller funds dominant — 0% AUM from top-100

Institutional Sentiment Summary — TWN

Hedge Fund Ownership: TWN

Market Analysis: TWN

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: TWN

Is It Too Late to Buy Taiwan Fd Inc (TWN) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: TWN

Statistics: TWN

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Taiwan Fd Inc (TWN)

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