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DRA

Diversified Real Asset Income Fd

Delisted

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

57 hedge funds and large institutions have $78.5M invested in Diversified Real Asset Income Fd in 2016 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 15 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 15

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

5% less capital invested

Capital invested by funds: $82.4M → $78.5M (-$3.95M)

10% less funds holding

Funds holding: 6357 (-6)

50% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 12

Holders
57
Holders Change
-6
Holders Change %
-9.52%
% of All Funds
1.52%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
6
Increased
22
Reduced
15
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFN
51
Cordasco Financial Network
Florida
$10K
PSUF
52
People's United Financial
Connecticut
$10K
Citigroup
53
Citigroup
New York
$10K +$265 +18 +3%
CPIG
54
Chicago Partners Investment Group
Illinois
$9K
Creative Planning
55
Creative Planning
Kansas
$8K
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$3K
Geode Capital Management
57
Geode Capital Management
Massachusetts
$2.62K
WA
58
WFG Advisors
Texas
$2K
BI
59
Bulldog Investors
New Jersey
-$4.93M -317,845 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
60
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$2.1M -135,462 Closed
RCM
61
Rivernorth Capital Management
Florida
-$664K -42,842 Closed
Squarepoint
62
Squarepoint
New York
-$625K -40,300 Closed
BFM
63
Boothbay Fund Management
New York
-$467K -30,091 Closed
GCP
64
GSA Capital Partners
United Kingdom
-$293K -18,900 Closed
AI
65
Atria Investments
North Carolina
-$249K -16,445 Closed
VKH
66
Virtu KCG Holdings
New York
-$213K -13,716 Closed
FIMG
67
Financial & Investment Management Group
Michigan
-$213K -13,704 Closed
IA
68
IFP Advisors
Florida
-$48K -3,101 Closed
PMFA
69
Plante Moran Financial Advisors
Michigan
-$8K -540 Closed
HA
70
Harfst & Associates
Wyoming
-$3K -250 Closed

DRA Hedge Fund Activity: Q1 2016 in Review

57 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Diversified Real Asset Income Fd (DRA) for Q1 2016, worth a combined $78.5M — down 4.8% from $82.4M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of DRA and 6 opened new positions — a net loss of 6 holders — while 15 trimmed existing stakes and 22 added.

The largest buyer was Roumell Asset Management, adding an estimated $1.89M. The largest seller was Bulldog Investors, exiting entirely with an estimated $4.93M sold.

  • 57 institutional investors held Diversified Real Asset Income Fd (DRA) as of Q1 2016, down from 63 in Q4 2015.
  • Funds reported $78.5M of Diversified Real Asset Income Fd stock for Q1 2016, down 4.8% quarter-over-quarter.
  • 6 funds opened new Diversified Real Asset Income Fd positions in Q1 2016 and 12 closed out, a net change of -6 holders.
  • The largest Diversified Real Asset Income Fd buyer in Q1 2016 was Roumell Asset Management, an estimated $1.89M added.
  • The largest Diversified Real Asset Income Fd seller in Q1 2016 was Bulldog Investors, an estimated $4.93M sold.

Based on aggregated 13F filings for Q1 2016.