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Nuveen Real Asset Income & Growth Fund
JRI

79 hedge funds and large institutions have $104M invested in Nuveen Real Asset Income & Growth Fund in 2018 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 19 increasing their positions, 29 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 13

10% more funds holding

Funds holding: 72 → 79 (+7)

2.52% more ownership

Funds ownership: 25.12% → 27.64% (+2.5%)

7% less capital invested

Capital invested by funds: $112M → $104M (-$7.66M)

34% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 29

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
79
Holders Change
+7
Holders Change %
+9.72%
% of All Funds
1.76%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
20
Increased
19
Reduced
29
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CA
Cornerstone Advisors
North Carolina
+$4.26M
2
WAM
Wolverine Asset Management
Illinois
+$3.71M
3
CRC
Curi RMB Capital
Illinois
+$1.56M
4
BI
Bramshill Investments
Florida
+$1.54M
5
RVPG
Relative Value Partners Group
+$983K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$3.22M
2
Invesco
Invesco
Georgia
-$1.52M
3
Wells Fargo
Wells Fargo
California
-$970K
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$761K
5
AT
Arden Trust
Delaware
-$706K
Name Holding Trade Value Shares
Change 		Change in
Stake
CL
26
CSS LLC
Illinois
$740K +$198K +13,380 +33%
RCM
27
Robinson Capital Management
Michigan
$692K -$55.5K -3,750 -7%
PAG
28
Private Advisor Group
New Jersey
$618K -$70.4K -4,756 -9%
WAM
29
Weiss Asset Management
Massachusetts
$558K +$606K +40,933 New
LCM
30
Landscape Capital Management
New Jersey
$555K +$603K +40,709 New
Ameriprise
31
Ameriprise
Minnesota
$496K -$106K -7,151 -16%
PFGIA
32
Patriot Financial Group Insurance Agency
Massachusetts
$492K -$32.4K -2,186 -6%
AG
33
Advisor Group
Arizona
$477K +$28.9K +1,949 +6%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$452K +$59.4K +4,013 +14%
AA
35
AQR Arbitrage
Connecticut
$422K +$459K +30,976 New
CIA
36
Capital Investment Advisors
Georgia
$414K -$1.48K -100 -0.3%
GC
37
Guggenheim Capital
Illinois
$409K -$4.87K -329 -1%
RIG
38
Roosevelt Investment Group
New York
$408K +$443K +29,907 New
RJA
39
Raymond James & Associates
Florida
$382K -$187K -12,638 -31%
LTFS
40
Ladenburg Thalmann Financial Services
Florida
$378K +$107K +7,197 +35%
SP
41
SWS Partners
Ohio
$321K – – –
FHA
42
Flagship Harbor Advisors
Massachusetts
$314K -$65.2K -4,406 -16%
VR
43
Viridian RIA
Washington
$306K +$539K +36,396 New
CCP
44
Cardan Capital Partners
Colorado
$287K +$311K +21,022 New
BFM
45
Boothbay Fund Management
New York
$286K +$311K +21,000 New
VHAM
46
Van Hulzen Asset Management
California
$273K -$44.5K -3,007 -13%
LPL Financial
47
LPL Financial
California
$254K -$247K -16,707 -47%
GCP
48
Gill Capital Partners
Colorado
$246K +$198K +13,349 New
ASN
49
Advisory Services Network
Georgia
$238K +$1.72K +116 +0.7%
Stifel Financial
50
Stifel Financial
Missouri
$233K +$22.4K +1,510 +10%
1
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JRI Hedge Fund Activity: Q4 2018 in Review

79 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Asset Income & Growth Fund (JRI) for Q4 2018, worth a combined $104M — down 6.9% from $112M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new JRI positions and 13 closed out — a net gain of 7 holders — while 19 added to existing stakes and 29 trimmed.

The largest buyer was Cornerstone Advisors, adding an estimated $4.26M. The largest seller was Morgan Stanley, cutting an estimated $3.22M.

  • 79 institutional investors held Nuveen Real Asset Income & Growth Fund (JRI) as of Q4 2018, up from 72 in Q3 2018.
  • Funds reported $104M of Nuveen Real Asset Income & Growth Fund stock for Q4 2018, down 6.9% quarter-over-quarter.
  • 20 funds opened new Nuveen Real Asset Income & Growth Fund positions in Q4 2018 and 13 closed out, a net change of +7 holders.
  • The largest Nuveen Real Asset Income & Growth Fund buyer in Q4 2018 was Cornerstone Advisors, an estimated $4.26M added.
  • The largest Nuveen Real Asset Income & Growth Fund seller in Q4 2018 was Morgan Stanley, an estimated $3.22M sold.

Based on aggregated 13F filings for Q4 2018.