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RA

Brookfield Real Assets Income Fund

77 hedge funds and large institutions have $216M invested in Brookfield Real Assets Income Fund in 2017 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 23 increasing their positions, 22 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 12

5% more capital invested

Capital invested by funds: $206M → $216M (+$9.96M)

5% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 22

0.6% more ownership

Funds ownership: 25.35%25.96% (+0.6%)

0% more funds holding

Funds holding: 7777 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
77
Holders Change
Holders Change %
0%
% of All Funds
1.92%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
13
Increased
23
Reduced
22
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
1
Rivernorth Capital Management
Florida
$60.2M +$16.3M +710,038 +37%
UBS Group
2
UBS Group
Switzerland
$25.4M +$8.07M +352,735 +46%
EVM
3
Eaton Vance Management
Massachusetts
$19.1M -$9.59M -419,102 -33%
Morgan Stanley
4
Morgan Stanley
New York
$13.1M +$263K +11,495 +2%
Wells Fargo
5
Wells Fargo
California
$12.6M +$507K +22,140 +4%
Invesco
6
Invesco
Georgia
$10.1M +$217K +9,473 +2%
Bessemer Group
7
Bessemer Group
New Jersey
$9.29M -$1.49M -65,000 -14%
GC
8
Guggenheim Capital
Illinois
$7.42M -$3.36M -146,761 -31%
Baird Financial Group
9
Baird Financial Group
Wisconsin
$5.12M +$198K +8,664 +4%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$4.32M -$459K -20,067 -10%
LCM
11
Landscape Capital Management
New Jersey
$4.09M +$2.08M +90,684 +100%
CBA
12
Coastal Bridge Advisors
Connecticut
$4.07M -$136K -5,929 -3%
AAM
13
Advisors Asset Management
Colorado
$4M -$1.16M -50,772 -22%
Bank of America
14
Bank of America
North Carolina
$3.91M -$473K -20,676 -11%
RCM
15
Robinson Capital Management
Michigan
$3.55M -$83K -3,626 -2%
LPL Financial
16
LPL Financial
California
$2.2M +$487K +21,259 +28%
PCP
17
Proficio Capital Partners
Massachusetts
$2.08M +$2.03M +88,851 New
Kovitz Investment Group Partners
18
Kovitz Investment Group Partners
Illinois
$1.47M -$46 -2 -0%
CL
19
CSS LLC
Illinois
$1.44M
DA
20
Doliver Advisors
Texas
$1.38M -$72.4K -3,165 -5%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$1.29M +$395K +17,275 +44%
Stifel Financial
22
Stifel Financial
Missouri
$1.19M +$481 +21 +0%
CAN
23
Cetera Advisor Networks
California
$1.17M +$80.8K +3,528 +7%
EGA
24
E&G Advisors
Texas
$1.14M +$834K +36,450 +266%
HK
25
Horizon Kinetics
New York
$1.04M +$108K +4,733 +12%

RA Hedge Fund Activity: Q1 2017 in Review

77 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Brookfield Real Assets Income Fund (RA) for Q1 2017, worth a combined $216M — up 4.8% from $206M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new RA positions and 12 closed out — a net gain of 1 holder — while 23 added to existing stakes and 22 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $16.3M. The largest seller was Eaton Vance Management, cutting an estimated $9.59M.

  • 77 institutional investors held Brookfield Real Assets Income Fund (RA) as of Q1 2017, unchanged from Q4 2016.
  • Funds reported $216M of Brookfield Real Assets Income Fund stock for Q1 2017, up 4.8% quarter-over-quarter.
  • 13 funds opened new Brookfield Real Assets Income Fund positions in Q1 2017 and 12 closed out, a net change of +1 holder.
  • The largest Brookfield Real Assets Income Fund buyer in Q1 2017 was Rivernorth Capital Management, an estimated $16.3M added.
  • The largest Brookfield Real Assets Income Fund seller in Q1 2017 was Eaton Vance Management, an estimated $9.59M sold.

Based on aggregated 13F filings for Q1 2017.