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Nuveen Real Asset Income & Growth Fund
JRI

24 hedge funds and large institutions have $36.2M invested in Nuveen Real Asset Income & Growth Fund in 2013 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 3

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

50% more capital invested

Capital invested by funds: $24.2M → $36.2M (+$12M)

1.98% more ownership

Funds ownership: 13.68% → 15.65% (+2%)

0% more funds holding

Funds holding: 24 → 24 (0)

Holders
24
Holders Change
–
Holders Change %
0%
% of All Funds
0.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
15
Reduced
3
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$2.26M
2
KIM
Karpus Investment Management
New York
+$950K
3
Morgan Stanley
Morgan Stanley
New York
+$801K
4
DC
Davenport & Co
Virginia
+$548K
5
Bank of America
Bank of America
North Carolina
+$426K

Top Sellers

1
U
UBS
Switzerland
-$572K
2
DA
Doliver Advisors
Texas
-$522K
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$516K
4
AAM
Advisors Asset Management
Colorado
-$318K
5
DFIM
Detwiler Fenton Investment Management
Massachusetts
-$108K
Name Holding Trade Value Shares
Change 		Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
– -$516K -27,560 Closed
1
2

JRI Hedge Fund Activity: Q3 2013 in Review

24 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Asset Income & Growth Fund (JRI) for Q3 2013, worth a combined $36.2M — up 50% from $24.2M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new JRI positions and 2 closed out — a net gain of 1 holder — while 15 added to existing stakes and 3 trimmed.

The largest buyer was Wells Fargo, adding an estimated $2.26M. The largest seller was UBS, cutting an estimated $572K.

  • 24 institutional investors held Nuveen Real Asset Income & Growth Fund (JRI) as of Q3 2013, unchanged from Q2 2013.
  • Funds reported $36.2M of Nuveen Real Asset Income & Growth Fund stock for Q3 2013, up 50% quarter-over-quarter.
  • 3 funds opened new Nuveen Real Asset Income & Growth Fund positions in Q3 2013 and 2 closed out, a net change of +1 holder.
  • The largest Nuveen Real Asset Income & Growth Fund buyer in Q3 2013 was Wells Fargo, an estimated $2.26M added.
  • The largest Nuveen Real Asset Income & Growth Fund seller in Q3 2013 was UBS, an estimated $572K sold.

Based on aggregated 13F filings for Q3 2013.