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RA

Brookfield Real Assets Income Fund

91 hedge funds and large institutions have $114M invested in Brookfield Real Assets Income Fund in 2022 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 33 increasing their positions, 20 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 20

36% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 14

6% more funds holding

Funds holding: 8691 (+5)

0.83% more ownership

Funds ownership: 12.82%13.64% (+0.83%)

0% less capital invested

Capital invested by funds: $114M → $114M (-$79.8K)

Holders
91
Holders Change
+5
Holders Change %
+5.81%
% of All Funds
1.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
33
Reduced
20
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
S
101
SignatureFD
Georgia
-$3K -200 Closed
CT
102
Cambridge Trust
Massachusetts
-$3K -188 Closed
SWM
103
Selective Wealth Management
Virginia
-$1K -31 Closed
TRCT
104
Tower Research Capital (TRC)
New York
+$17 +1 New

RA Hedge Fund Activity: Q4 2022 in Review

91 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Brookfield Real Assets Income Fund (RA) for Q4 2022, worth a combined $114M — down 0.07% from $114M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new RA positions and 14 closed out — a net gain of 5 holders — while 33 added to existing stakes and 20 trimmed.

The largest buyer was Cetera Advisor Networks, adding an estimated $3.09M. The largest seller was Ashford Capital Management, cutting an estimated $520K.

  • 91 institutional investors held Brookfield Real Assets Income Fund (RA) as of Q4 2022, up from 86 in Q3 2022.
  • Funds reported $114M of Brookfield Real Assets Income Fund stock for Q4 2022, down 0.07% quarter-over-quarter.
  • 19 funds opened new Brookfield Real Assets Income Fund positions in Q4 2022 and 14 closed out, a net change of +5 holders.
  • The largest Brookfield Real Assets Income Fund buyer in Q4 2022 was Cetera Advisor Networks, an estimated $3.09M added.
  • The largest Brookfield Real Assets Income Fund seller in Q4 2022 was Ashford Capital Management, an estimated $520K sold.

Based on aggregated 13F filings for Q4 2022.