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Nuveen Real Asset Income & Growth Fund
JRI

81 hedge funds and large institutions have $75.9M invested in Nuveen Real Asset Income & Growth Fund in 2020 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 30 increasing their positions, 30 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more capital invested

Capital invested by funds: $63.3M → $75.9M (+$12.6M)

0.06% more ownership

Funds ownership: 23.57% → 23.63% (+0.06%)

0% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 30

6% less funds holding

Funds holding: 86 → 81 (-5)

56% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 9

Holders
81
Holders Change
-5
Holders Change %
-5.81%
% of All Funds
1.66%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
30
Reduced
30
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
Cornerstone Advisors
North Carolina
+$2.14M
2
CRC
Curi RMB Capital
Illinois
+$637K
3
WAM
Wolverine Asset Management
Illinois
+$523K
4
AA
AQR Arbitrage
Connecticut
+$409K
5
RJA
Raymond James & Associates
Florida
+$345K

Top Sellers

1
RVPG
Relative Value Partners Group
-$810K
2
Bank of America
Bank of America
North Carolina
-$659K
3
Cohen & Steers
Cohen & Steers
New York
-$567K
4
Osaic Holdings
Osaic Holdings
Arizona
-$552K
5
Wells Fargo
Wells Fargo
California
-$450K
Name Holding Trade Value Shares
Change 		Change in
Stake
AA
26
AQR Arbitrage
Connecticut
$623K +$409K +36,827 +223%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$608K -$65K -5,849 -10%
MC
28
Matisse Capital
Oregon
$603K – – –
RJFSA
29
Raymond James Financial Services Advisors
Florida
$558K +$77.9K +7,014 +17%
PFGIA
30
Patriot Financial Group Insurance Agency
Massachusetts
$540K +$21.1K +1,900 +4%
SPIA
31
Steward Partners Investment Advisory
New York
$489K -$123K -11,077 -21%
NFG
32
Nations Financial Group
Iowa
$456K +$244 +22 +0.1%
SFS
33
Shaker Financial Services
Virginia
$439K +$47.7K +4,294 +13%
CL
34
CSS LLC
Illinois
$417K -$5.8K -522 -1%
1W
35
1776 Wealth
Georgia
$402K -$7.68K -691 -2%
Osaic Holdings
36
Osaic Holdings
Arizona
$376K -$552K -49,667 -61%
MAFM
37
Mid Atlantic Financial Management
Pennsylvania
$374K +$6.76K +609 +2%
SC
38
Stolper & Co
Oklahoma
$363K +$1.66K +149 +0.5%
CIA
39
Capital Investment Advisors
Georgia
$342K -$11.1K -1,000 -3%
RIG
40
Roosevelt Investment Group
New York
$312K – – –
Ameriprise
41
Ameriprise
Minnesota
$267K -$10.5K -948 -4%
Stifel Financial
42
Stifel Financial
Missouri
$257K +$4.31K +388 +2%
LCM
43
Landscape Capital Management
New Jersey
$255K -$212K -19,099 -47%
Truist Financial
44
Truist Financial
North Carolina
$224K -$78.4K -7,060 -27%
TJHA
45
Thomas J. Herzfeld Advisors
Florida
$224K – – –
VHAM
46
Van Hulzen Asset Management
California
$222K – – –
DADC
47
D.A. Davidson & Co
Montana
$209K -$19.9K -1,794 -9%
GC
48
Guggenheim Capital
Illinois
$200K +$4.39K +395 +2%
FFA
49
First Foundation Advisors
California
$193K -$88.8K -7,998 -33%
ASN
50
Advisory Services Network
Georgia
$193K +$1.11K +100 +0.6%
1
2
3 4

JRI Hedge Fund Activity: Q2 2020 in Review

81 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Asset Income & Growth Fund (JRI) for Q2 2020, worth a combined $75.9M — up 20% from $63.3M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of JRI and 4 opened new positions — a net loss of 5 holders — while 30 trimmed existing stakes and 30 added.

The largest buyer was Cornerstone Advisors, adding an estimated $2.14M. The largest seller was Relative Value Partners Group, cutting an estimated $810K.

  • 81 institutional investors held Nuveen Real Asset Income & Growth Fund (JRI) as of Q2 2020, down from 86 in Q1 2020.
  • Funds reported $75.9M of Nuveen Real Asset Income & Growth Fund stock for Q2 2020, up 20% quarter-over-quarter.
  • 4 funds opened new Nuveen Real Asset Income & Growth Fund positions in Q2 2020 and 9 closed out, a net change of -5 holders.
  • The largest Nuveen Real Asset Income & Growth Fund buyer in Q2 2020 was Cornerstone Advisors, an estimated $2.14M added.
  • The largest Nuveen Real Asset Income & Growth Fund seller in Q2 2020 was Relative Value Partners Group, an estimated $810K sold.

Based on aggregated 13F filings for Q2 2020.