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DRA

Diversified Real Asset Income Fd

Delisted

DRA was delisted on the 8th of September, 2017.

58 hedge funds and large institutions have $114M invested in Diversified Real Asset Income Fd in 2015 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 14 increasing their positions, 29 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

2% more funds holding

Funds holding: 5758 (+1)

33% less capital invested

Capital invested by funds: $171M → $114M (-$56.2M)

52% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 29

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
58
Holders Change
+1
Holders Change %
+1.75%
% of All Funds
1.56%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
10
Increased
14
Reduced
29
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$672K -$15.9K -884 -2%
Bank of America
27
Bank of America
North Carolina
$641K +$321K +17,886 +96%
CL
28
CSS LLC
Illinois
$613K -$114K -6,361 -15%
Baird Financial Group
29
Baird Financial Group
Wisconsin
$540K +$553K +30,799 New
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$533K -$69.5K -3,870 -11%
BBPWM
31
Blue Bell Private Wealth Management
Pennsylvania
$511K -$294K -16,360 -36%
OC
32
Oppenheimer & Co
New York
$392K +$402K +22,346 New
LPL Financial
33
LPL Financial
California
$364K +$372K +20,726 New
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$342K -$66.6K -3,707 -16%
CIA
35
Capital Investment Advisors
Georgia
$337K -$57.2K -3,183 -14%
FIMG
36
Financial & Investment Management Group
Michigan
$331K -$2.26M -125,717 -87%
AI
37
Atria Investments
North Carolina
$263K -$90 -5 -0%
MFS
38
MSI Financial Services
Massachusetts
$262K -$113K -6,296 -30%
Stifel Financial
39
Stifel Financial
Missouri
$244K -$185K -10,319 -43%
LCM
40
Landscape Capital Management
New Jersey
$204K +$209K +11,611 New
UFG
41
United Fire Group
Iowa
$188K
Barclays
42
Barclays
United Kingdom
$115K +$121K +6,754 New
AIG
43
American International Group
New York
$75.2K -$1.08K -60 -1%
S
44
SignatureFD
Georgia
$35K -$7.19K -400 -17%
NFG
45
Next Financial Group
Texas
$27K +$8.99K +500 +46%
DADC
46
D.A. Davidson & Co
Montana
$26K -$3.58K -199 -12%
WA
47
Waverly Advisors
Alabama
$24K
DSC
48
Duncker Streett & Co
Missouri
$18K
CPIG
49
Chicago Partners Investment Group
Illinois
$12K -$3.11K -173 -20%
CFN
50
Cordasco Financial Network
Florida
$12K

DRA Hedge Fund Activity: Q2 2015 in Review

58 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Diversified Real Asset Income Fd (DRA) for Q2 2015, worth a combined $114M — down 33% from $171M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new DRA positions and 8 closed out — a net gain of 2 holders — while 14 added to existing stakes and 29 trimmed.

The largest buyer was Wells Fargo, adding an estimated $3.13M. The largest seller was Sit Investment Associates, cutting an estimated $26.4M.

  • 58 institutional investors held Diversified Real Asset Income Fd (DRA) as of Q2 2015, up from 57 in Q1 2015.
  • Funds reported $114M of Diversified Real Asset Income Fd stock for Q2 2015, down 33% quarter-over-quarter.
  • 10 funds opened new Diversified Real Asset Income Fd positions in Q2 2015 and 8 closed out, a net change of +2 holders.
  • The largest Diversified Real Asset Income Fd buyer in Q2 2015 was Wells Fargo, an estimated $3.13M added.
  • The largest Diversified Real Asset Income Fd seller in Q2 2015 was Sit Investment Associates, an estimated $26.4M sold.

Based on aggregated 13F filings for Q2 2015.