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RA

Brookfield Real Assets Income Fund

96 hedge funds and large institutions have $132M invested in Brookfield Real Assets Income Fund in 2020 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 31 increasing their positions, 35 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $134M → $132M (-$1.86M)

5.82% less ownership

Funds ownership: 23.44%17.63% (-5.8%)

11% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 35

14% less funds holding

Funds holding: 11196 (-15)

64% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 22

Holders
96
Holders Change
-15
Holders Change %
-13.51%
% of All Funds
1.97%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
31
Reduced
35
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$11.6M -$668K -41,612 -6%
Invesco
2
Invesco
Georgia
$11.3M +$1.61M +100,517 +17%
Morgan Stanley
3
Morgan Stanley
New York
$10.9M -$321K -20,004 -3%
PPA
4
Parametric Portfolio Associates
Washington
$8.54M +$945K +58,880 +13%
CAN
5
Cetera Advisor Networks
California
$8.45M +$1.32M +82,043 +19%
COLIM
6
City of London Investment Management
United Kingdom
$7.21M -$2.64M -164,457 -28%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$5.97M +$1.43M +88,968 +33%
AAM
8
Advisors Asset Management
Colorado
$5.72M -$118K -7,323 -2%
Bank of America
9
Bank of America
North Carolina
$4.88M -$584K -36,383 -11%
Osaic Holdings
10
Osaic Holdings
Arizona
$4M -$21.6M -1,347,676 -85%
TIM
11
Triad Investment Management
California
$3.22M -$145K -9,049 -4%
Wells Fargo
12
Wells Fargo
California
$3.16M +$102K +6,333 +3%
ACM
13
Ashford Capital Management
Delaware
$3.12M +$497K +30,931 +20%
GC
14
Guggenheim Capital
Illinois
$2.73M -$22.5K -1,401 -0.8%
RJA
15
Raymond James & Associates
Florida
$2.47M -$329K -20,478 -12%
Stifel Financial
16
Stifel Financial
Missouri
$2.4M +$659K +41,036 +40%
MC
17
Matisse Capital
Oregon
$2.15M +$913K +56,837 +79%
LCM
18
Landscape Capital Management
New Jersey
$2M -$3.48M -216,593 -64%
WGA
19
Weather Gauge Advisory
Virginia
$1.97M -$101K -6,283 -5%
CF
20
Centaurus Financial
California
$1.96M +$16.5K +1,029 +0.9%
PCP
21
Proficio Capital Partners
Massachusetts
$1.87M +$3.76K +234 +0.2%
BC
22
Brookfield Corp
Ontario, Canada
$1.79M +$1.73M +107,612 New
Baird Financial Group
23
Baird Financial Group
Wisconsin
$1.78M +$21.2K +1,321 +1%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$1.41M -$754K -46,955 -36%
LPL Financial
25
LPL Financial
California
$1.37M +$202K +12,592 +18%

RA Hedge Fund Activity: Q2 2020 in Review

96 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Brookfield Real Assets Income Fund (RA) for Q2 2020, worth a combined $132M — down 1.4% from $134M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of RA and 8 opened new positions — a net loss of 14 holders — while 35 trimmed existing stakes and 31 added.

The largest buyer was Brookfield Corp, opening a new position worth an estimated $1.73M. The largest seller was Osaic Holdings, cutting an estimated $21.6M.

  • 96 institutional investors held Brookfield Real Assets Income Fund (RA) as of Q2 2020, down from 111 in Q1 2020.
  • Funds reported $132M of Brookfield Real Assets Income Fund stock for Q2 2020, down 1.4% quarter-over-quarter.
  • 8 funds opened new Brookfield Real Assets Income Fund positions in Q2 2020 and 22 closed out, a net change of -14 holders.
  • The largest Brookfield Real Assets Income Fund buyer in Q2 2020 was Brookfield Corp, an estimated $1.73M added.
  • The largest Brookfield Real Assets Income Fund seller in Q2 2020 was Osaic Holdings, an estimated $21.6M sold.

Based on aggregated 13F filings for Q2 2020.