Nuveen Real Asset Income & Growth Fund
JRI
30 hedge funds and large institutions have $22.3M invested in Nuveen Real Asset Income & Growth Fund in 2016 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 7 increasing their positions, 9 reducing their positions, and 1 closing their positions.
800% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 1
30% more funds holding
Funds holding: 23 → 30 (+7)
1.15% more ownership
Funds ownership: 13.33% → 14.48% (+1.1%)
0% less capital invested
Capital invested by funds: $22.4M → $22.3M (-$72.4K)
22% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$833K |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$468K |
| 3 |
AT
Arden Trust
Wilmington,
Delaware
|
+$431K |
| 4 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$338K |
| 5 |
LPL Financial
San Diego,
California
|
+$281K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$690K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$327K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$236K |
| 4 |
DC
Davenport & Co
Richmond,
Virginia
|
-$219K |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$174K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NFG
26
Next Financial Group
Houston,
Texas
| $31K | +$32.2K | +2,000 | New |
|
|
MFS
27
MSI Financial Services
Springfield,
Massachusetts
| $18K | – | – | – |
|
|
LTFS
28
Ladenburg Thalmann Financial Services
Miami,
Florida
| $13K | – | – | – |
|
|
GRP
29
Global Retirement Partners
San Rafael,
California
| $8K | +$8.17K | +507 | New |
|
|
TRCT
30
Tower Research Capital (TRC)
New York
| $6K | +$6.22K | +386 | New |
|
31
Creative Planning
Overland Park,
Kansas
| – | -$3K | -200 | Closed |
|
JRI Hedge Fund Activity: Q4 2016 in Review
30 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Asset Income & Growth Fund (JRI) for Q4 2016, worth a combined $22.3M — down 0.32% from $22.4M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new JRI positions and 1 closed out — a net gain of 8 holders — while 7 added to existing stakes and 9 trimmed.
The largest buyer was Cornerstone Advisors, adding an estimated $833K. The largest seller was Morgan Stanley, cutting an estimated $690K.
- 30 institutional investors held Nuveen Real Asset Income & Growth Fund (JRI) as of Q4 2016, up from 23 in Q3 2016.
- Funds reported $22.3M of Nuveen Real Asset Income & Growth Fund stock for Q4 2016, down 0.32% quarter-over-quarter.
- 9 funds opened new Nuveen Real Asset Income & Growth Fund positions in Q4 2016 and 1 closed out, a net change of +8 holders.
- The largest Nuveen Real Asset Income & Growth Fund buyer in Q4 2016 was Cornerstone Advisors, an estimated $833K added.
- The largest Nuveen Real Asset Income & Growth Fund seller in Q4 2016 was Morgan Stanley, an estimated $690K sold.
Based on aggregated 13F filings for Q4 2016.