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RA

Brookfield Real Assets Income Fund

77 hedge funds and large institutions have $217M invested in Brookfield Real Assets Income Fund in 2017 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $216M → $217M (+$1.53M)

0% more funds holding

Funds holding: 7777 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

0.25% less ownership

Funds ownership: 25.96%25.7% (-0.25%)

4% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 23

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
7
Increased
22
Reduced
23
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
1
Rivernorth Capital Management
Florida
$49.7M -$11.6M -498,563 -19%
UBS Group
2
UBS Group
Switzerland
$27.5M +$1.66M +70,883 +6%
EVM
3
Eaton Vance Management
Massachusetts
$19.4M
PPA
4
Parametric Portfolio Associates
Washington
$15.1M +$15.2M +649,630 New
Morgan Stanley
5
Morgan Stanley
New York
$13.7M +$318K +13,600 +2%
Wells Fargo
6
Wells Fargo
California
$13.5M +$742K +31,758 +6%
Invesco
7
Invesco
Georgia
$10.3M -$20.9K -893 -0.2%
Bessemer Group
8
Bessemer Group
New Jersey
$7.6M -$1.87M -80,000 -20%
GC
9
Guggenheim Capital
Illinois
$5.54M -$2.03M -86,834 -27%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$5.01M +$610K +26,129 +14%
Baird Financial Group
11
Baird Financial Group
Wisconsin
$4.67M -$541K -23,146 -10%
Bank of America
12
Bank of America
North Carolina
$3.78M -$202K -8,633 -5%
CBA
13
Coastal Bridge Advisors
Connecticut
$3.71M -$327K -14,017 -8%
RCM
14
Robinson Capital Management
Michigan
$3.61M
AAM
15
Advisors Asset Management
Colorado
$2.91M -$1.17M -49,923 -28%
PCP
16
Proficio Capital Partners
Massachusetts
$2.15M +$22.9K +980 +1%
LCM
17
Landscape Capital Management
New Jersey
$2.1M -$2.12M -90,684 -50%
EGA
18
E&G Advisors
Texas
$1.63M +$465K +19,921 +40%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$1.59M +$276K +11,818 +21%
CL
20
CSS LLC
Illinois
$1.47M
CAN
21
Cetera Advisor Networks
California
$1.25M +$58.1K +2,487 +5%
Stifel Financial
22
Stifel Financial
Missouri
$1.25M +$37.3K +1,595 +3%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$1.19M +$217K +9,301 +22%
HK
24
Horizon Kinetics
New York
$1.05M -$7.22K -309 -0.7%
LPL Financial
25
LPL Financial
California
$1.04M -$1.2M -51,402 -53%

RA Hedge Fund Activity: Q2 2017 in Review

77 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Brookfield Real Assets Income Fund (RA) for Q2 2017, worth a combined $217M — up 0.71% from $216M a quarter earlier.

Fund positioning in RA was balanced in Q2 2017: 7 funds opened new positions, 7 closed out, 22 added to existing stakes and 23 trimmed.

The largest buyer was Parametric Portfolio Associates, opening a new position worth an estimated $15.2M. The largest seller was Rivernorth Capital Management, cutting an estimated $11.6M.

  • 77 institutional investors held Brookfield Real Assets Income Fund (RA) as of Q2 2017, unchanged from Q1 2017.
  • Funds reported $217M of Brookfield Real Assets Income Fund stock for Q2 2017, up 0.71% quarter-over-quarter.
  • 7 funds opened new Brookfield Real Assets Income Fund positions in Q2 2017 and 7 closed out, a net change of 0 holders.
  • The largest Brookfield Real Assets Income Fund buyer in Q2 2017 was Parametric Portfolio Associates, an estimated $15.2M added.
  • The largest Brookfield Real Assets Income Fund seller in Q2 2017 was Rivernorth Capital Management, an estimated $11.6M sold.

Based on aggregated 13F filings for Q2 2017.