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Nuveen Real Asset Income & Growth Fund
JRI

91 hedge funds and large institutions have $94.5M invested in Nuveen Real Asset Income & Growth Fund in 2020 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 20 increasing their positions, 35 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 6

23% more capital invested

Capital invested by funds: $76.6M → $94.5M (+$17.9M)

15% more funds holding

Funds holding: 79 → 91 (+12)

2.47% more ownership

Funds ownership: 23.09% → 25.56% (+2.5%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

43% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 35

Holders
91
Holders Change
+12
Holders Change %
+15.19%
% of All Funds
1.61%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
19
Increased
20
Reduced
35
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$3.44M
2
CA
Cornerstone Advisors
North Carolina
+$2.99M
3
TJHA
Thomas J. Herzfeld Advisors
Florida
+$2.37M
4
PPA
Parametric Portfolio Associates
Washington
+$604K
5
LCM
Landscape Capital Management
New Jersey
+$505K

Top Sellers

Rank Fund Capital Flow
1
AAM
Advisors Asset Management
Colorado
-$1.61M
2
WAM
Wolverine Asset Management
Illinois
-$1.13M
3
UBS Group
UBS Group
Switzerland
-$462K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$374K
5
DC
Davenport & Co
Virginia
-$358K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
26
Bank of America
North Carolina
$678K -$65.8K -5,163 -9%
SPIA
27
Steward Partners Investment Advisory
New York
$657K +$10K +788 +2%
PFGIA
28
Patriot Financial Group Insurance Agency
Massachusetts
$650K +$18.5K +1,452 +3%
GC
29
Guggenheim Capital
Illinois
$631K +$198K +15,583 +50%
APA
30
Allegiant Private Advisors
Florida
$618K +$585K +45,898 New
LCM
31
Landscape Capital Management
New Jersey
$534K +$505K +39,656 New
NFG
32
Nations Financial Group
Iowa
$526K +$293 +23 +0.1%
NL
33
NWAM LLC
Washington
$517K -$4.15K -326 -0.8%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$517K +$2.41K +189 +0.5%
CL
35
CSS LLC
Illinois
$500K +$11K +860 +2%
Invesco
36
Invesco
Georgia
$443K -$161K -12,622 -28%
SC
37
Stolper & Co
Oklahoma
$443K -$3.34K -262 -0.8%
Osaic Holdings
38
Osaic Holdings
Arizona
$413K -$41.3K -3,239 -10%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$400K -$179K -14,015 -32%
CIA
40
Capital Investment Advisors
Georgia
$386K – – –
1W
41
1776 Wealth
Georgia
$374K -$52.2K -4,100 -13%
RJFSA
42
Raymond James Financial Services Advisors
Florida
$363K -$197K -15,506 -37%
MAFM
43
Mid Atlantic Financial Management
Pennsylvania
$357K +$24.3K +1,910 +8%
RIG
44
Roosevelt Investment Group
New York
$344K – – –
Stifel Financial
45
Stifel Financial
Missouri
$299K +$91.8K +7,205 +48%
Ameriprise
46
Ameriprise
Minnesota
$294K -$77.2K -6,061 -22%
WDC
47
Woodward Diversified Capital
California
$293K +$277K +21,763 New
VHAM
48
Van Hulzen Asset Management
California
$229K -$25.5K -2,004 -11%
NFG
49
Next Financial Group
Texas
$223K +$1.6K +126 +0.8%
SFS
50
Shaker Financial Services
Virginia
$209K +$197K +15,500 New
1
2
3 4

JRI Hedge Fund Activity: Q4 2020 in Review

91 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Asset Income & Growth Fund (JRI) for Q4 2020, worth a combined $94.5M — up 23% from $76.6M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new JRI positions and 6 closed out — a net gain of 13 holders — while 20 added to existing stakes and 35 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $3.44M. The largest seller was Advisors Asset Management, cutting an estimated $1.61M.

  • 91 institutional investors held Nuveen Real Asset Income & Growth Fund (JRI) as of Q4 2020, up from 79 in Q3 2020.
  • Funds reported $94.5M of Nuveen Real Asset Income & Growth Fund stock for Q4 2020, up 23% quarter-over-quarter.
  • 19 funds opened new Nuveen Real Asset Income & Growth Fund positions in Q4 2020 and 6 closed out, a net change of +13 holders.
  • The largest Nuveen Real Asset Income & Growth Fund buyer in Q4 2020 was Sit Investment Associates, an estimated $3.44M added.
  • The largest Nuveen Real Asset Income & Growth Fund seller in Q4 2020 was Advisors Asset Management, an estimated $1.61M sold.

Based on aggregated 13F filings for Q4 2020.