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Nuveen Real Asset Income & Growth Fund

79 hedge funds and large institutions have $95.9M invested in Nuveen Real Asset Income & Growth Fund in 2022 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 28 increasing their positions, 21 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 21

1.05% more ownership

Funds ownership: 25.54%26.59% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 12

2% less funds holding

Funds holding: 8179 (-2)

11% less capital invested

Capital invested by funds: $107M → $95.9M (-$11.3M)

Holders
79
Holders Change
-2
Holders Change %
-2.47%
% of All Funds
1.33%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
28
Reduced
21
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$748K +$535K +37,942 +197%
Bank of America
27
Bank of America
North Carolina
$722K +$102K +7,236 +15%
HI
28
Harbour Investments
Wisconsin
$712K +$768K +54,481 New
NFG
29
Nations Financial Group
Iowa
$607K -$4.23K -300 -0.6%
GC
30
Guggenheim Capital
Illinois
$596K +$97.5K +6,920 +18%
AWM
31
AE Wealth Management
Kansas
$589K +$41K +2,911 +7%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$537K +$29.5K +2,093 +5%
PFGIA
33
Patriot Financial Group Insurance Agency
Massachusetts
$460K -$146K -10,362 -23%
NA
34
NewEdge Advisors
Louisiana
$440K +$64.8K +4,600 +16%
SFS
35
Sowell Financial Services
Arkansas
$396K +$423K +30,047 New
RGF
36
Retirement Guys Formula
Ohio
$395K -$211 -15 -0%
CIA
37
Capital Investment Advisors
Georgia
$391K +$35.2K +2,501 +9%
QC
38
Quantedge Capital
Singapore
$381K -$11.3K -800 -3%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$373K -$4.83K -343 -1%
1W
40
1776 Wealth
Georgia
$363K
RIG
41
Roosevelt Investment Group
New York
$317K
Stifel Financial
42
Stifel Financial
Missouri
$279K +$9.85K +699 +3%
ASN
43
Advisory Services Network
Georgia
$273K +$2.8K +199 +1%
F
44
F3Logic
Minnesota
$262K +$28.9K +2,050 +11%
AWS
45
Atria Wealth Solutions
New York
$251K -$1.37K -97 -0.5%
ARC
46
Advisor Resource Council
Texas
$245K +$265K +18,780 New
CCM
47
Canal Capital Management
Virginia
$243K +$22.5K +1,600 +9%
PAS
48
Park Avenue Securities
New York
$226K -$535 -38 -0.2%
WDC
49
Woodward Diversified Capital
California
$225K +$56.4K +4,000 +30%
VHAM
50
Van Hulzen Asset Management
California
$207K

JRI Hedge Fund Activity: Q2 2022 in Review

79 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Asset Income & Growth Fund (JRI) for Q2 2022, worth a combined $95.9M — down 11% from $107M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of JRI and 11 opened new positions — a net loss of 1 holder — while 21 trimmed existing stakes and 28 added.

The largest buyer was Morgan Stanley, adding an estimated $32.3M. The largest seller was Wolverine Asset Management, cutting an estimated $582K.

  • 79 institutional investors held Nuveen Real Asset Income & Growth Fund (JRI) as of Q2 2022, down from 81 in Q1 2022.
  • Funds reported $95.9M of Nuveen Real Asset Income & Growth Fund stock for Q2 2022, down 11% quarter-over-quarter.
  • 11 funds opened new Nuveen Real Asset Income & Growth Fund positions in Q2 2022 and 12 closed out, a net change of -1 holder.
  • The largest Nuveen Real Asset Income & Growth Fund buyer in Q2 2022 was Morgan Stanley, an estimated $32.3M added.
  • The largest Nuveen Real Asset Income & Growth Fund seller in Q2 2022 was Wolverine Asset Management, an estimated $582K sold.

Based on aggregated 13F filings for Q2 2022.