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Nuveen Real Asset Income & Growth Fund
JRI

79 hedge funds and large institutions have $76.6M invested in Nuveen Real Asset Income & Growth Fund in 2020 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 24 increasing their positions, 31 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $75.9M → $76.6M (+$700K)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.54% less ownership

Funds ownership: 23.63% → 23.09% (-0.54%)

2% less funds holding

Funds holding: 81 → 79 (-2)

18% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 11

23% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 31

Holders
79
Holders Change
-2
Holders Change %
-2.47%
% of All Funds
1.59%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
24
Reduced
31
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$3.73M
2
SCM
Sterneck Capital Management
Missouri
+$372K
3
AA
AQR Arbitrage
Connecticut
+$370K
4
GC
Guggenheim Capital
Illinois
+$172K
5
CWM
Connecticut Wealth Management
Connecticut
+$154K

Top Sellers

Rank Fund Capital Flow
1
WAM
Wolverine Asset Management
Illinois
-$1.21M
2
AAM
Advisors Asset Management
Colorado
-$758K
3
CP
Camelot Portfolios
Ohio
-$486K
4
RJA
Raymond James & Associates
Florida
-$444K
5
SFS
Shaker Financial Services
Virginia
-$439K
Name Holding Trade Value Shares
Change 		Change in
Stake
Invesco
26
Invesco
Georgia
$549K -$197K -16,269 -26%
RJA
27
Raymond James & Associates
Florida
$534K -$444K -36,586 -45%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$528K -$99.6K -8,213 -16%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$515K -$299K -24,632 -37%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$512K -$64.6K -5,327 -11%
NFG
31
Nations Financial Group
Iowa
$471K +$218 +18 +0%
NL
32
NWAM LLC
Washington
$467K -$351K -28,956 -43%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$461K -$185K -15,222 -28%
CL
34
CSS LLC
Illinois
$438K +$6.94K +572 +2%
Osaic Holdings
35
Osaic Holdings
Arizona
$407K +$20.4K +1,683 +5%
SC
36
Stolper & Co
Oklahoma
$401K +$25.9K +2,136 +7%
1W
37
1776 Wealth
Georgia
$384K -$31.6K -2,603 -8%
GC
38
Guggenheim Capital
Illinois
$377K +$172K +14,208 +83%
CIA
39
Capital Investment Advisors
Georgia
$345K -$8.07K -666 -2%
Ameriprise
40
Ameriprise
Minnesota
$337K +$61.8K +5,100 +22%
MAFM
41
Mid Atlantic Financial Management
Pennsylvania
$308K -$89.7K -7,397 -23%
RIG
42
Roosevelt Investment Group
New York
$308K -$14.4K -1,190 -4%
VHAM
43
Van Hulzen Asset Management
California
$230K – – –
Truist Financial
44
Truist Financial
North Carolina
$224K -$8.05K -664 -3%
DADC
45
D.A. Davidson & Co
Montana
$202K -$14.2K -1,175 -7%
NFG
46
Next Financial Group
Texas
$199K +$15K +1,240 +8%
FFA
47
First Foundation Advisors
California
$183K -$16.2K -1,332 -8%
Stifel Financial
48
Stifel Financial
Missouri
$181K -$84.9K -6,998 -32%
ASN
49
Advisory Services Network
Georgia
$177K -$23.3K -1,918 -12%
PAS
50
Park Avenue Securities
New York
$164K -$3.98K -328 -2%
1
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JRI Hedge Fund Activity: Q3 2020 in Review

79 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Asset Income & Growth Fund (JRI) for Q3 2020, worth a combined $76.6M — up 0.92% from $75.9M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of JRI and 9 opened new positions — a net loss of 2 holders — while 31 trimmed existing stakes and 24 added.

The largest buyer was Sit Investment Associates, opening a new position worth an estimated $3.73M. The largest seller was Wolverine Asset Management, cutting an estimated $1.21M.

  • 79 institutional investors held Nuveen Real Asset Income & Growth Fund (JRI) as of Q3 2020, down from 81 in Q2 2020.
  • Funds reported $76.6M of Nuveen Real Asset Income & Growth Fund stock for Q3 2020, up 0.92% quarter-over-quarter.
  • 9 funds opened new Nuveen Real Asset Income & Growth Fund positions in Q3 2020 and 11 closed out, a net change of -2 holders.
  • The largest Nuveen Real Asset Income & Growth Fund buyer in Q3 2020 was Sit Investment Associates, an estimated $3.73M added.
  • The largest Nuveen Real Asset Income & Growth Fund seller in Q3 2020 was Wolverine Asset Management, an estimated $1.21M sold.

Based on aggregated 13F filings for Q3 2020.