Nuveen Real Asset Income & Growth Fund
JRI
25 hedge funds and large institutions have $24.3M invested in Nuveen Real Asset Income & Growth Fund in 2015 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 4 closing their positions.
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
9% more funds holding
Funds holding: 23 → 25 (+2)
1.47% more ownership
Funds ownership: 15.45% → 16.93% (+1.5%)
0% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 8
7% less capital invested
Capital invested by funds: $26.1M → $24.3M (-$1.77M)
Top Buyers
| 1 |
DA
Doliver Advisors
Houston,
Texas
|
+$1.04M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$1.02M |
| 3 |
Morgan Stanley
New York
|
+$829K |
| 4 |
LPL Financial
San Diego,
California
|
+$762K |
| 5 |
TC
TFS Capital
West Chester,
Pennsylvania
|
+$440K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| – | -$318K | -18,418 | Closed |
|
|
WAM
27
Wolverine Asset Management
Chicago,
Illinois
| – | -$270K | -15,691 | Closed |
|
|
BAM
28
Bruderman Asset Management
Locust Valley,
New York
| – | -$93K | -5,400 | Closed |
|
|
TRCT
29
Tower Research Capital (TRC)
New York
| – | +$167 | +10 | New |
|
JRI Hedge Fund Activity: Q3 2015 in Review
25 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Asset Income & Growth Fund (JRI) for Q3 2015, worth a combined $24.3M — down 6.8% from $26.1M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new JRI positions and 4 closed out — a net gain of 3 holders — while 8 added to existing stakes and 8 trimmed.
The largest buyer was Doliver Advisors, adding an estimated $1.04M. The largest seller was Guggenheim Capital, cutting an estimated $534K.
- 25 institutional investors held Nuveen Real Asset Income & Growth Fund (JRI) as of Q3 2015, up from 23 in Q2 2015.
- Funds reported $24.3M of Nuveen Real Asset Income & Growth Fund stock for Q3 2015, down 6.8% quarter-over-quarter.
- 7 funds opened new Nuveen Real Asset Income & Growth Fund positions in Q3 2015 and 4 closed out, a net change of +3 holders.
- The largest Nuveen Real Asset Income & Growth Fund buyer in Q3 2015 was Doliver Advisors, an estimated $1.04M added.
- The largest Nuveen Real Asset Income & Growth Fund seller in Q3 2015 was Guggenheim Capital, an estimated $534K sold.
Based on aggregated 13F filings for Q3 2015.