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Nuveen Real Asset Income & Growth Fund

81 hedge funds and large institutions have $116M invested in Nuveen Real Asset Income & Growth Fund in 2021 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 21 increasing their positions, 30 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 7

14% more funds holding

Funds holding: 7181 (+10)

2% more capital invested

Capital invested by funds: $114M → $116M (+$2.15M)

0.97% less ownership

Funds ownership: 27.21%26.24% (-0.97%)

30% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 30

Holders
81
Holders Change
+10
Holders Change %
+14.08%
% of All Funds
1.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
21
Reduced
30
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$924K +$73.2K +4,713 +9%
RJA
27
Raymond James & Associates
Florida
$884K +$154K +9,937 +22%
HI
28
Harbour Investments
Wisconsin
$855K -$904K -58,211 -52%
PFGIA
29
Patriot Financial Group Insurance Agency
Massachusetts
$791K -$342 -22 -0%
Bank of America
30
Bank of America
North Carolina
$775K +$44.3K +2,850 +6%
NFG
31
Nations Financial Group
Iowa
$769K -$7.77K -500 -1%
AWM
32
AE Wealth Management
Kansas
$675K +$108K +6,972 +20%
PAS
33
Park Avenue Securities
New York
$655K +$8.14K +524 +1%
RGF
34
Retirement Guys Formula
Ohio
$564K +$544K +34,997 New
NA
35
NewEdge Advisors
Louisiana
$546K +$526K +33,848 New
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$450K -$34.2K -2,200 -7%
1W
37
1776 Wealth
Georgia
$448K
CIA
38
Capital Investment Advisors
Georgia
$442K -$30.8K -1,980 -7%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$435K +$17.4K +1,117 +4%
VHAM
40
Van Hulzen Asset Management
California
$403K -$62.2K -4,007 -14%
RIG
41
Roosevelt Investment Group
New York
$390K -$26.3K -1,691 -7%
SFS
42
Sowell Financial Services
Arkansas
$378K -$98.7K -6,355 -21%
GC
43
Guggenheim Capital
Illinois
$366K -$4.15K -267 -1%
QC
44
Quantedge Capital
Singapore
$331K +$319K +20,523 New
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$330K -$28K -1,801 -8%
NFG
46
Next Financial Group
Texas
$329K +$5.96K +384 +2%
Stifel Financial
47
Stifel Financial
Missouri
$327K -$31.1K -2,000 -9%
DADC
48
D.A. Davidson & Co
Montana
$312K -$7.46K -480 -2%
ARC
49
Advisor Resource Council
Texas
$298K +$288K +18,517 New
AIP
50
Ahrens Investment Partners
Louisiana
$253K -$616K -39,650 -72%

JRI Hedge Fund Activity: Q4 2021 in Review

81 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Asset Income & Growth Fund (JRI) for Q4 2021, worth a combined $116M — up 1.9% from $114M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new JRI positions and 7 closed out — a net gain of 11 holders — while 21 added to existing stakes and 30 trimmed.

The largest buyer was Shaker Financial Services, opening a new position worth an estimated $1.15M. The largest seller was Citadel Advisors, exiting entirely with an estimated $3.64M sold.

  • 81 institutional investors held Nuveen Real Asset Income & Growth Fund (JRI) as of Q4 2021, up from 71 in Q3 2021.
  • Funds reported $116M of Nuveen Real Asset Income & Growth Fund stock for Q4 2021, up 1.9% quarter-over-quarter.
  • 18 funds opened new Nuveen Real Asset Income & Growth Fund positions in Q4 2021 and 7 closed out, a net change of +11 holders.
  • The largest Nuveen Real Asset Income & Growth Fund buyer in Q4 2021 was Shaker Financial Services, an estimated $1.15M added.
  • The largest Nuveen Real Asset Income & Growth Fund seller in Q4 2021 was Citadel Advisors, an estimated $3.64M sold.

Based on aggregated 13F filings for Q4 2021.