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DRA

Diversified Real Asset Income Fd

Delisted

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

60 hedge funds and large institutions have $77.1M invested in Diversified Real Asset Income Fd in 2016 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

44% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 16

5% more funds holding

Funds holding: 5760 (+3)

2% more capital invested

Capital invested by funds: $75.9M → $77.1M (+$1.14M)

Holders
60
Holders Change
+3
Holders Change %
+5.26%
% of All Funds
1.6%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
8
Increased
23
Reduced
16
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RVPG
1
Relative Value Partners Group
$17.4M +$3.3M +192,346 +24%
CP
2
Camelot Portfolios
Ohio
$7.42M +$245K +14,303 +3%
FFA
3
First Foundation Advisors
California
$5.02M +$179K +10,445 +4%
Wells Fargo
4
Wells Fargo
California
$4.83M +$736K +42,905 +18%
SCM
5
Sterneck Capital Management
Missouri
$4.6M -$416K -24,266 -8%
DBT
6
Dubuque Bank & Trust
Iowa
$3.61M +$223K +12,989 +7%
MC
7
Matisse Capital
Oregon
$3.45M +$59.3K +3,455 +2%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$2.22M -$69.4K -4,043 -3%
BTS
9
BB&T Securities
Virginia
$1.88M -$2.47K -144 -0.1%
DA
10
Doliver Advisors
Texas
$1.85M +$71K +4,138 +4%
WA
11
WFG Advisors
Texas
$1.78M -$13.8K -804 -0.8%
Morgan Stanley
12
Morgan Stanley
New York
$1.46M +$606K +35,334 +72%
Invesco
13
Invesco
Georgia
$1.38M +$658K +38,358 +92%
TJHA
14
Thomas J. Herzfeld Advisors
Florida
$1.38M -$37.3K -2,174 -3%
YMRC
15
Yorktown Management & Research Company
Virginia
$1.38M
Bank of America
16
Bank of America
North Carolina
$1.37M -$168K -9,811 -11%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$1.36M +$1.35M +78,957 New
DC
18
Davenport & Co
Virginia
$1.26M +$343K +19,967 +38%
RCM
19
Robinson Capital Management
Michigan
$1.06M +$110K +6,400 +12%
UBS Group
20
UBS Group
Switzerland
$1.02M +$38.2K +2,226 +4%
LCM
21
Landscape Capital Management
New Jersey
$991K -$1.04M -60,825 -51%
LPL Financial
22
LPL Financial
California
$967K +$190K +11,087 +24%
Citigroup
23
Citigroup
New York
$828K -$1.02M -59,536 -55%
WCM
24
Windsor Capital Management
Arizona
$769K -$145K -8,477 -16%
RJA
25
Raymond James & Associates
Florida
$769K +$47K +2,738 +7%

DRA Hedge Fund Activity: Q3 2016 in Review

60 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Diversified Real Asset Income Fd (DRA) for Q3 2016, worth a combined $77.1M — up 1.5% from $75.9M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new DRA positions and 4 closed out — a net gain of 4 holders — while 23 added to existing stakes and 16 trimmed.

The largest buyer was Relative Value Partners Group, adding an estimated $3.3M. The largest seller was Icon Advisers, exiting entirely with an estimated $2.46M sold.

  • 60 institutional investors held Diversified Real Asset Income Fd (DRA) as of Q3 2016, up from 57 in Q2 2016.
  • Funds reported $77.1M of Diversified Real Asset Income Fd stock for Q3 2016, up 1.5% quarter-over-quarter.
  • 8 funds opened new Diversified Real Asset Income Fd positions in Q3 2016 and 4 closed out, a net change of +4 holders.
  • The largest Diversified Real Asset Income Fd buyer in Q3 2016 was Relative Value Partners Group, an estimated $3.3M added.
  • The largest Diversified Real Asset Income Fd seller in Q3 2016 was Icon Advisers, an estimated $2.46M sold.

Based on aggregated 13F filings for Q3 2016.