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Nuveen Real Asset Income & Growth Fund

71 hedge funds and large institutions have $114M invested in Nuveen Real Asset Income & Growth Fund in 2021 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 28 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 22

0.99% less ownership

Funds ownership: 28.2%27.21% (-0.99%)

4% less funds holding

Funds holding: 7471 (-3)

9% less capital invested

Capital invested by funds: $126M → $114M (-$11.6M)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
71
Holders Change
-3
Holders Change %
-4.05%
% of All Funds
1.24%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
7
Increased
28
Reduced
22
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
26
Patriot Financial Group Insurance Agency
Massachusetts
$749K +$4.33K +271 +0.6%
NFG
27
Nations Financial Group
Iowa
$735K +$152K +9,515 +25%
Bank of America
28
Bank of America
North Carolina
$690K +$30.1K +1,884 +4%
RJA
29
Raymond James & Associates
Florida
$684K -$309K -19,360 -30%
PAS
30
Park Avenue Securities
New York
$612K +$5.3K +332 +0.8%
AWM
31
AE Wealth Management
Kansas
$532K +$167K +10,471 +43%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$459K -$87.5K -5,477 -15%
SFS
33
Sowell Financial Services
Arkansas
$457K +$28.6K +1,793 +6%
CIA
34
Capital Investment Advisors
Georgia
$448K -$13.5K -843 -3%
VHAM
35
Van Hulzen Asset Management
California
$442K +$31.9K +2,000 +7%
1W
36
1776 Wealth
Georgia
$423K
MAFM
37
Mid Atlantic Financial Management
Pennsylvania
$415K +$97.5K +6,103 +29%
RIG
38
Roosevelt Investment Group
New York
$395K
RJFSA
39
Raymond James Financial Services Advisors
Florida
$395K +$12.6K +787 +3%
GC
40
Guggenheim Capital
Illinois
$351K -$43.2K -2,702 -11%
Stifel Financial
41
Stifel Financial
Missouri
$340K -$12.1K -756 -3%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$339K +$12.6K +787 +4%
KAS
43
Kestra Advisory Services
Texas
$315K +$96.3K +6,030 +41%
NFG
44
Next Financial Group
Texas
$306K +$39.1K +2,445 +14%
DADC
45
D.A. Davidson & Co
Montana
$303K +$75.6K +4,730 +31%
Mariner
46
Mariner
Kansas
$253K +$265K +16,614 New
WAM
47
Wolverine Asset Management
Illinois
$245K +$257K +16,077 New
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$218K +$10.5K +657 +5%
CCM
49
Canal Capital Management
Virginia
$214K -$77.9K -4,875 -26%
ASN
50
Advisory Services Network
Georgia
$214K +$1.02K +64 +0.5%

JRI Hedge Fund Activity: Q3 2021 in Review

71 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Asset Income & Growth Fund (JRI) for Q3 2021, worth a combined $114M — down 9.3% from $126M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of JRI and 7 opened new positions — a net loss of 1 holder — while 22 trimmed existing stakes and 28 added.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $3.81M. The largest seller was Sit Investment Associates, cutting an estimated $2.3M.

  • 71 institutional investors held Nuveen Real Asset Income & Growth Fund (JRI) as of Q3 2021, down from 74 in Q2 2021.
  • Funds reported $114M of Nuveen Real Asset Income & Growth Fund stock for Q3 2021, down 9.3% quarter-over-quarter.
  • 7 funds opened new Nuveen Real Asset Income & Growth Fund positions in Q3 2021 and 8 closed out, a net change of -1 holder.
  • The largest Nuveen Real Asset Income & Growth Fund buyer in Q3 2021 was Citadel Advisors, an estimated $3.81M added.
  • The largest Nuveen Real Asset Income & Growth Fund seller in Q3 2021 was Sit Investment Associates, an estimated $2.3M sold.

Based on aggregated 13F filings for Q3 2021.