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Nuveen Real Asset Income & Growth Fund
JRI

78 hedge funds and large institutions have $87.9M invested in Nuveen Real Asset Income & Growth Fund in 2022 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 25 increasing their positions, 24 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

8% more capital invested

Capital invested by funds: $81.2M → $87.9M (+$6.7M)

4% more funds holding

Funds holding: 75 → 78 (+3)

1.19% more ownership

Funds ownership: 26.47% → 27.66% (+1.2%)

4% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 24

Holders
78
Holders Change
+3
Holders Change %
+4%
% of All Funds
1.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
25
Reduced
24
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
Saba Capital Management
New York
+$3.38M
2
CA
Cornerstone Advisors
North Carolina
+$2.53M
3
Ameriprise
Ameriprise
Minnesota
+$606K
4
LSC
Logan Stone Capital
Illinois
+$475K
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$373K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.81M
2
DBT
Dubuque Bank & Trust
Iowa
-$1.27M
3
UBS Group
UBS Group
Switzerland
-$423K
4
SFS
Shaker Financial Services
Virginia
-$355K
5
Walleye Capital
Walleye Capital
New York
-$318K
Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
26
BDO Wealth Advisors
Florida
$747K -$51.4K -4,423 -6%
HI
27
Harbour Investments
Wisconsin
$627K -$10K -862 -2%
Bank of America
28
Bank of America
North Carolina
$584K -$194K -16,717 -25%
QC
29
Quantedge Capital
Singapore
$577K +$208K +17,900 +57%
NFG
30
Nations Financial Group
Iowa
$553K +$2.32K +200 +0.4%
LSC
31
Logan Stone Capital
Illinois
$478K +$475K +40,877 New
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$478K +$10.5K +907 +2%
Mariner
33
Mariner
Kansas
$453K +$12.5K +1,079 +3%
NA
34
NewEdge Advisors
Louisiana
$420K +$8.58K +739 +2%
AWM
35
AE Wealth Management
Kansas
$416K -$48.2K -4,148 -10%
SFS
36
Sowell Financial Services
Arkansas
$353K +$1.95K +168 +0.6%
PFGIA
37
Patriot Financial Group Insurance Agency
Massachusetts
$344K +$2K +172 +0.6%
1W
38
1776 Wealth
Georgia
$325K – – –
CIA
39
Capital Investment Advisors
Georgia
$324K -$8.08K -696 -2%
AA
40
AQR Arbitrage
Connecticut
$277K +$275K +23,707 New
MCC
41
Money Concepts Capital
Florida
$269K +$267K +23,001 New
CPIG
42
Chicago Partners Investment Group
Illinois
$266K +$241K +20,768 New
Corient Private Wealth
43
Corient Private Wealth
Florida
$252K +$251K +21,568 New
ASN
44
Advisory Services Network
Georgia
$236K -$11.4K -982 -5%
AWS
45
Atria Wealth Solutions
New York
$228K -$4.61K -397 -2%
CA
46
CoreCap Advisors
Michigan
$228K +$48.8K +4,200 +27%
PAG
47
Private Advisor Group
New Jersey
$227K +$25.8K +2,218 +2%
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$225K -$24.1K -2,073 -10%
CCM
49
Canal Capital Management
Virginia
$216K +$215K +18,500 New
PAS
50
Park Avenue Securities
New York
$199K +$2.75K +237 +1%
1
2
3 4

JRI Hedge Fund Activity: Q4 2022 in Review

78 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Asset Income & Growth Fund (JRI) for Q4 2022, worth a combined $87.9M — up 8.3% from $81.2M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new JRI positions and 10 closed out — a net gain of 5 holders — while 25 added to existing stakes and 24 trimmed.

The largest buyer was Saba Capital Management, adding an estimated $3.38M. The largest seller was Morgan Stanley, cutting an estimated $1.81M.

  • 78 institutional investors held Nuveen Real Asset Income & Growth Fund (JRI) as of Q4 2022, up from 75 in Q3 2022.
  • Funds reported $87.9M of Nuveen Real Asset Income & Growth Fund stock for Q4 2022, up 8.3% quarter-over-quarter.
  • 15 funds opened new Nuveen Real Asset Income & Growth Fund positions in Q4 2022 and 10 closed out, a net change of +5 holders.
  • The largest Nuveen Real Asset Income & Growth Fund buyer in Q4 2022 was Saba Capital Management, an estimated $3.38M added.
  • The largest Nuveen Real Asset Income & Growth Fund seller in Q4 2022 was Morgan Stanley, an estimated $1.81M sold.

Based on aggregated 13F filings for Q4 2022.