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Nuveen Real Asset Income & Growth Fund

71 hedge funds and large institutions have $109M invested in Nuveen Real Asset Income & Growth Fund in 2019 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 23 increasing their positions, 23 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

3% more funds holding

Funds holding: 6971 (+2)

3% more capital invested

Capital invested by funds: $106M → $109M (+$2.87M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 23

0.11% less ownership

Funds ownership: 22.82%22.71% (-0.11%)

Holders
71
Holders Change
+2
Holders Change %
+2.9%
% of All Funds
1.56%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
23
Reduced
23
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$739K -$5.03K -296 -0.7%
AG
27
Advisor Group
Arizona
$733K +$120K +7,072 +20%
PFGIA
28
Patriot Financial Group Insurance Agency
Massachusetts
$725K -$340 -20 -0%
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$708K +$97K +5,713 +16%
LPL Financial
30
LPL Financial
California
$669K +$1.66K +98 +0.3%
SFS
31
Shaker Financial Services
Virginia
$604K +$586K +34,498 New
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$582K +$16.7K +982 +3%
CIA
33
Capital Investment Advisors
Georgia
$537K
RIG
34
Roosevelt Investment Group
New York
$520K
SPIA
35
Steward Partners Investment Advisory
New York
$519K +$376K +22,170 +296%
FFA
36
First Foundation Advisors
California
$463K -$74K -4,356 -14%
CCP
37
Cardan Capital Partners
Colorado
$419K +$10.9K +644 +3%
Ameriprise
38
Ameriprise
Minnesota
$404K -$91.6K -5,395 -19%
FHA
39
Flagship Harbor Advisors
Massachusetts
$374K
VHAM
40
Van Hulzen Asset Management
California
$351K
Stifel Financial
41
Stifel Financial
Missouri
$348K +$45.3K +2,669 +16%
DADC
42
D.A. Davidson & Co
Montana
$344K +$9.91K +584 +3%
NFG
43
Nations Financial Group
Iowa
$342K +$323K +19,029 New
TJHA
44
Thomas J. Herzfeld Advisors
Florida
$332K +$222K +13,104 +223%
SKK
45
Shepherd Kaplan Krochuk
Massachusetts
$296K
ASN
46
Advisory Services Network
Georgia
$295K
NWP
47
Northstar Wealth Partners
Connecticut
$237K
GC
48
Guggenheim Capital
Illinois
$220K -$127K -7,461 -37%
WCM
49
Windsor Capital Management
Arizona
$202K -$5.75K -339 -3%
PAS
50
Park Avenue Securities
New York
$191K +$185K +10,897 New

JRI Hedge Fund Activity: Q3 2019 in Review

71 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Asset Income & Growth Fund (JRI) for Q3 2019, worth a combined $109M — up 2.7% from $106M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new JRI positions and 5 closed out — a net gain of 2 holders — while 23 added to existing stakes and 23 trimmed.

The largest buyer was Parametric Portfolio Associates, adding an estimated $2.65M. The largest seller was Camelot Portfolios, cutting an estimated $1.31M.

  • 71 institutional investors held Nuveen Real Asset Income & Growth Fund (JRI) as of Q3 2019, up from 69 in Q2 2019.
  • Funds reported $109M of Nuveen Real Asset Income & Growth Fund stock for Q3 2019, up 2.7% quarter-over-quarter.
  • 7 funds opened new Nuveen Real Asset Income & Growth Fund positions in Q3 2019 and 5 closed out, a net change of +2 holders.
  • The largest Nuveen Real Asset Income & Growth Fund buyer in Q3 2019 was Parametric Portfolio Associates, an estimated $2.65M added.
  • The largest Nuveen Real Asset Income & Growth Fund seller in Q3 2019 was Camelot Portfolios, an estimated $1.31M sold.

Based on aggregated 13F filings for Q3 2019.