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Nuveen Real Asset Income & Growth Fund
JRI

86 hedge funds and large institutions have $63.3M invested in Nuveen Real Asset Income & Growth Fund in 2020 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 25 increasing their positions, 31 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

9% more funds holding

Funds holding: 79 → 86 (+7)

1.09% more ownership

Funds ownership: 22.48% → 23.57% (+1.1%)

19% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 31

44% less capital invested

Capital invested by funds: $114M → $63.3M (-$50.3M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
86
Holders Change
+7
Holders Change %
+8.86%
% of All Funds
1.9%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
16
Increased
25
Reduced
31
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WAM
Wolverine Asset Management
Illinois
+$3.96M
2
PPA
Parametric Portfolio Associates
Washington
+$1.08M
3
MC
Matisse Capital
Oregon
+$840K
4
AAM
Advisors Asset Management
Colorado
+$800K
5
CRC
Curi RMB Capital
Illinois
+$771K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$1.31M
2
CA
Cornerstone Advisors
North Carolina
-$1.22M
3
RCM
Robinson Capital Management
Michigan
-$932K
4
CP
Camelot Portfolios
Ohio
-$723K
5
SCM
Sterneck Capital Management
Missouri
-$572K
Name Holding Trade Value Shares
Change 		Change in
Stake
1W
26
1776 Wealth
Georgia
$427K +$417K +25,659 +270%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$417K -$17.1K -1,050 -2%
LCM
28
Landscape Capital Management
New Jersey
$404K +$665K +40,914 New
RJFSA
29
Raymond James Financial Services Advisors
Florida
$402K -$301K -18,517 -31%
LPL Financial
30
LPL Financial
California
$402K +$154K +9,466 +30%
NFG
31
Nations Financial Group
Iowa
$385K +$325K +20,010 +105%
CL
32
CSS LLC
Illinois
$358K -$268K -16,505 -31%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$357K -$5.82K -358 -1%
SFS
34
Shaker Financial Services
Virginia
$328K +$256K +15,761 +90%
MAFM
35
Mid Atlantic Financial Management
Pennsylvania
$310K -$284K -17,490 -36%
SC
36
Stolper & Co
Oklahoma
$305K +$503K +30,924 New
CIA
37
Capital Investment Advisors
Georgia
$299K -$5.89K -362 -1%
RIG
38
Roosevelt Investment Group
New York
$264K -$48.2K -2,967 -10%
Truist Financial
39
Truist Financial
North Carolina
$259K +$262K +16,114 +159%
CA
40
Cornerstone Advisors
North Carolina
$253K -$1.22M -75,085 -75%
FFA
41
First Foundation Advisors
California
$242K -$7.54K -464 -2%
Ameriprise
42
Ameriprise
Minnesota
$237K +$7.43K +457 +2%
Stifel Financial
43
Stifel Financial
Missouri
$214K +$22.9K +1,410 +7%
DADC
44
D.A. Davidson & Co
Montana
$195K -$4.05K -249 -1%
Goldman Sachs
45
Goldman Sachs
New York
$194K +$319K +19,645 New
VHAM
46
Van Hulzen Asset Management
California
$188K -$16.3K -1,002 -5%
TJHA
47
Thomas J. Herzfeld Advisors
Florida
$181K -$5.95K -366 -2%
AC
48
Aristides Capital
Kentucky
$176K +$289K +17,790 New
DA
49
Doliver Advisors
Texas
$169K +$252K +15,497 New
GC
50
Guggenheim Capital
Illinois
$164K -$10.7K -656 -4%
1
2
3 4

JRI Hedge Fund Activity: Q1 2020 in Review

86 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Asset Income & Growth Fund (JRI) for Q1 2020, worth a combined $63.3M — down 44% from $114M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new JRI positions and 7 closed out — a net gain of 9 holders — while 25 added to existing stakes and 31 trimmed.

The largest buyer was Wolverine Asset Management, opening a new position worth an estimated $3.96M. The largest seller was Morgan Stanley, cutting an estimated $1.31M.

  • 86 institutional investors held Nuveen Real Asset Income & Growth Fund (JRI) as of Q1 2020, up from 79 in Q4 2019.
  • Funds reported $63.3M of Nuveen Real Asset Income & Growth Fund stock for Q1 2020, down 44% quarter-over-quarter.
  • 16 funds opened new Nuveen Real Asset Income & Growth Fund positions in Q1 2020 and 7 closed out, a net change of +9 holders.
  • The largest Nuveen Real Asset Income & Growth Fund buyer in Q1 2020 was Wolverine Asset Management, an estimated $3.96M added.
  • The largest Nuveen Real Asset Income & Growth Fund seller in Q1 2020 was Morgan Stanley, an estimated $1.31M sold.

Based on aggregated 13F filings for Q1 2020.