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Nuveen Real Asset Income & Growth Fund
JRI

79 hedge funds and large institutions have $111M invested in Nuveen Real Asset Income & Growth Fund in 2019 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 29 increasing their positions, 19 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 19

14% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 14

7% more capital invested

Capital invested by funds: $104M → $111M (+$6.78M)

0% more funds holding

Funds holding: 79 → 79 (0)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2.53% less ownership

Funds ownership: 27.64% → 25.11% (-2.5%)

Holders
79
Holders Change
–
Holders Change %
0%
% of All Funds
1.71%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
16
Increased
29
Reduced
19
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AAM
Advisors Asset Management
Colorado
+$1.91M
2
CA
Cornerstone Advisors
North Carolina
+$1.02M
3
PPA
Parametric Portfolio Associates
Washington
+$1M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$984K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$560K

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$4.4M
2
WAM
Wolverine Asset Management
Illinois
-$3.7M
3
FFA
First Foundation Advisors
California
-$2.7M
4
VIA
Vident Investment Advisory
Georgia
-$1.82M
5
BI
Bramshill Investments
Florida
-$1.42M
Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
26
Private Advisor Group
New Jersey
$722K -$4.79K -312 -0.7%
PFGIA
27
Patriot Financial Group Insurance Agency
Massachusetts
$652K +$70.6K +4,592 +13%
AG
28
Advisor Group
Arizona
$605K +$42.2K +2,748 +8%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$585K +$560K +36,454 New
Ameriprise
30
Ameriprise
Minnesota
$584K +$661 +43 +0.1%
RJA
31
Raymond James & Associates
Florida
$581K +$126K +8,210 +29%
AA
32
AQR Arbitrage
Connecticut
$575K +$75.3K +4,900 +16%
Millennium Management
33
Millennium Management
New York
$550K +$527K +34,290 New
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$518K +$69.9K +4,552 +16%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$505K -$26K -1,694 -5%
FFA
36
First Foundation Advisors
California
$494K -$2.7M -175,606 -85%
CIA
37
Capital Investment Advisors
Georgia
$493K +$5.73K +373 +1%
RIG
38
Roosevelt Investment Group
New York
$480K – – –
GC
39
Guggenheim Capital
Illinois
$460K -$20.6K -1,338 -4%
LPL Financial
40
LPL Financial
California
$415K +$111K +7,218 +39%
FHA
41
Flagship Harbor Advisors
Massachusetts
$347K -$21.7K -1,410 -6%
CCP
42
Cardan Capital Partners
Colorado
$345K +$7.16K +466 +2%
VHAM
43
Van Hulzen Asset Management
California
$322K – – –
SFS
44
Shaker Financial Services
Virginia
$297K +$61.5K +4,000 +28%
Stifel Financial
45
Stifel Financial
Missouri
$284K +$9.79K +637 +4%
ASN
46
Advisory Services Network
Georgia
$281K +$384 +25 +0.1%
SKK
47
Shepherd Kaplan Krochuk
Massachusetts
$271K +$260K +16,890 New
CAN
48
Cetera Advisor Networks
California
$226K +$216K +14,067 New
NWP
49
Northstar Wealth Partners
Connecticut
$224K +$215K +13,961 New
DADC
50
D.A. Davidson & Co
Montana
$202K -$15.6K -1,013 -7%
1
2
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JRI Hedge Fund Activity: Q1 2019 in Review

79 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Asset Income & Growth Fund (JRI) for Q1 2019, worth a combined $111M — up 6.5% from $104M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new JRI positions and 14 closed out — a net gain of 2 holders — while 29 added to existing stakes and 19 trimmed.

The largest buyer was Advisors Asset Management, adding an estimated $1.91M. The largest seller was UBS Group, cutting an estimated $4.4M.

  • 79 institutional investors held Nuveen Real Asset Income & Growth Fund (JRI) as of Q1 2019, unchanged from Q4 2018.
  • Funds reported $111M of Nuveen Real Asset Income & Growth Fund stock for Q1 2019, up 6.5% quarter-over-quarter.
  • 16 funds opened new Nuveen Real Asset Income & Growth Fund positions in Q1 2019 and 14 closed out, a net change of +2 holders.
  • The largest Nuveen Real Asset Income & Growth Fund buyer in Q1 2019 was Advisors Asset Management, an estimated $1.91M added.
  • The largest Nuveen Real Asset Income & Growth Fund seller in Q1 2019 was UBS Group, an estimated $4.4M sold.

Based on aggregated 13F filings for Q1 2019.