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DRA

Diversified Real Asset Income Fd

Delisted

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

59 hedge funds and large institutions have $97.4M invested in Diversified Real Asset Income Fd in 2015 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

2% more funds holding

Funds holding: 5859 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 19

15% less capital invested

Capital invested by funds: $114M → $97.4M (-$16.9M)

Holders
59
Holders Change
+1
Holders Change %
+1.72%
% of All Funds
1.65%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
5
Increased
18
Reduced
19
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RVPG
1
Relative Value Partners Group
$24.1M +$445K +26,265 +2%
SIA
2
Sit Investment Associates
Minnesota
$11.3M -$2.74M -161,477 -19%
Wells Fargo
3
Wells Fargo
California
$9.51M +$930K +54,818 +10%
Grantham, Mayo, Van Otterloo & Co (GMO)
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$9.04M
CP
5
Camelot Portfolios
Ohio
$4.78M -$58.6K -3,453 -1%
YMRC
6
Yorktown Management & Research Company
Virginia
$3.33M
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$3.05M
RCM
8
Rivernorth Capital Management
Florida
$3.04M -$2.29M -135,207 -42%
DBT
9
Dubuque Bank & Trust
Iowa
$2.51M +$645K +38,006 +32%
FFA
10
First Foundation Advisors
California
$2.44M +$330K +19,440 +15%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$2.22M +$51.4K +3,029 +2%
TJHA
12
Thomas J. Herzfeld Advisors
Florida
$1.67M -$11.2K -661 -0.6%
SCM
13
Sterneck Capital Management
Missouri
$1.64M +$213K +12,566 +14%
PPA
14
Parametric Portfolio Associates
Washington
$1.58M +$837K +49,338 +100%
WCM
15
Windsor Capital Management
Arizona
$1.56M -$201K -11,825 -11%
IA
16
Icon Advisers
Colorado
$1.54M -$1.09M -64,319 -40%
RJA
17
Raymond James & Associates
Florida
$1.16M -$417K -24,600 -25%
BTS
18
BB&T Securities
Virginia
$1.12M +$33.1K +1,950 +3%
COLIM
19
City of London Investment Management
United Kingdom
$986K +$170K +10,000 +19%
RAM
20
Roumell Asset Management
Maryland
$971K -$27.2K -1,605 -3%
UBS Group
21
UBS Group
Switzerland
$967K +$30.9K +1,820 +3%
Morgan Stanley
22
Morgan Stanley
New York
$926K -$24.4K -1,439 -2%
IT
23
Independence Trust
Tennessee
$781K -$572K -33,712 -41%
DC
24
Davenport & Co
Virginia
$777K +$4.04K +238 +0.5%
Baird Financial Group
25
Baird Financial Group
Wisconsin
$679K +$194K +11,439 +37%

DRA Hedge Fund Activity: Q3 2015 in Review

59 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Diversified Real Asset Income Fd (DRA) for Q3 2015, worth a combined $97.4M — down 15% from $114M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new DRA positions and 4 closed out — a net gain of 1 holder — while 18 added to existing stakes and 19 trimmed.

The largest buyer was Wells Fargo, adding an estimated $930K. The largest seller was Mariner Investment Group, exiting entirely with an estimated $4.44M sold.

  • 59 institutional investors held Diversified Real Asset Income Fd (DRA) as of Q3 2015, up from 58 in Q2 2015.
  • Funds reported $97.4M of Diversified Real Asset Income Fd stock for Q3 2015, down 15% quarter-over-quarter.
  • 5 funds opened new Diversified Real Asset Income Fd positions in Q3 2015 and 4 closed out, a net change of +1 holder.
  • The largest Diversified Real Asset Income Fd buyer in Q3 2015 was Wells Fargo, an estimated $930K added.
  • The largest Diversified Real Asset Income Fd seller in Q3 2015 was Mariner Investment Group, an estimated $4.44M sold.

Based on aggregated 13F filings for Q3 2015.