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Nuveen Real Asset Income & Growth Fund

58 hedge funds and large institutions have $112M invested in Nuveen Real Asset Income & Growth Fund in 2017 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 19 increasing their positions, 2 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,033% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 3

850% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 2

323% more capital invested

Capital invested by funds: $26.4M → $112M (+$85.2M)

115% more funds holding

Funds holding: 2758 (+31)

48.23% more ownership

Funds ownership: 15.38%63.61% (+48%)

Holders
58
Holders Change
+31
Holders Change %
+114.81%
% of All Funds
1.45%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.05%
New
34
Increased
19
Reduced
2
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$668K +$669K +37,102 New
RJFSA
27
Raymond James Financial Services Advisors
Florida
$659K +$154K +8,527 +30%
FHA
28
Flagship Harbor Advisors
Massachusetts
$645K -$27.8K -1,540 -4%
PAG
29
Private Advisor Group
New Jersey
$598K +$36.1K +2,003 +6%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$596K +$597K +33,106 New
RJA
31
Raymond James & Associates
Florida
$507K +$224K +12,420 +79%
CIA
32
Capital Investment Advisors
Georgia
$500K +$282K +15,643 +129%
VHAM
33
Van Hulzen Asset Management
California
$397K +$398K +22,049 New
GC
34
Guggenheim Capital
Illinois
$374K +$375K +20,790 New
PFGIA
35
Patriot Financial Group Insurance Agency
Massachusetts
$354K +$153K +8,475 +76%
ASN
36
Advisory Services Network
Georgia
$300K +$3.59K +199 +1%
Stifel Financial
37
Stifel Financial
Missouri
$268K +$268K +14,841 New
DADC
38
D.A. Davidson & Co
Montana
$265K +$266K +14,748 New
OC
39
Oppenheimer & Co
New York
$258K +$259K +14,329 New
SWM
40
Stockman Wealth Management
Montana
$223K +$224K +12,400 New
AG
41
Advisor Group
Arizona
$187K +$103K +5,712 +122%
CA
42
Cetera Advisors
Colorado
$185K +$186K +10,292 New
HPC
43
HM Payson & Co
Maine
$180K
UFG
44
United Fire Group
Iowa
$158K +$158K +8,769 New
BBPWM
45
Blue Bell Private Wealth Management
Pennsylvania
$154K +$155K +8,573 New
IA
46
IFP Advisors
Florida
$111K +$59K +3,272 +114%
SQA
47
Simon Quick Advisors
New Jersey
$96K +$96.4K +5,340 New
RIA
48
RPG Investment Advisory
California
$18K +$18.1K +1,002 New
DSC
49
Duncker Streett & Co
Missouri
$18K +$18.1K +1,004 New
FPB
50
First PREMIER Bank
South Dakota
$15K +$14.9K +825 New

JRI Hedge Fund Activity: Q3 2017 in Review

58 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Asset Income & Growth Fund (JRI) for Q3 2017, worth a combined $112M — up 323% from $26.4M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new JRI positions and 3 closed out — a net gain of 31 holders — while 19 added to existing stakes and 2 trimmed.

The largest buyer was Relative Value Partners Group, opening a new position worth an estimated $16M. The largest seller was Wolverine Asset Management, exiting entirely with an estimated $545K sold.

  • 58 institutional investors held Nuveen Real Asset Income & Growth Fund (JRI) as of Q3 2017, up from 27 in Q2 2017.
  • Funds reported $112M of Nuveen Real Asset Income & Growth Fund stock for Q3 2017, up 323% quarter-over-quarter.
  • 34 funds opened new Nuveen Real Asset Income & Growth Fund positions in Q3 2017 and 3 closed out, a net change of +31 holders.
  • The largest Nuveen Real Asset Income & Growth Fund buyer in Q3 2017 was Relative Value Partners Group, an estimated $16M added.
  • The largest Nuveen Real Asset Income & Growth Fund seller in Q3 2017 was Wolverine Asset Management, an estimated $545K sold.

Based on aggregated 13F filings for Q3 2017.