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Nuveen Real Asset Income & Growth Fund
JRI

75 hedge funds and large institutions have $91.6M invested in Nuveen Real Asset Income & Growth Fund in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 29 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

1.49% more ownership

Funds ownership: 27.74% → 29.23% (+1.5%)

1% more funds holding

Funds holding: 74 → 75 (+1)

3% more capital invested

Capital invested by funds: $89.1M → $91.6M (+$2.5M)

31% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 29

Holders
75
Holders Change
+1
Holders Change %
+1.35%
% of All Funds
1.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
20
Reduced
29
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
Saba Capital Management
New York
+$3.82M
2
Citadel Advisors
Citadel Advisors
Florida
+$1.66M
3
Morgan Stanley
Morgan Stanley
New York
+$1.01M
4
RL
RPO LLC
Connecticut
+$821K
5
AA
AQR Arbitrage
Connecticut
+$559K

Top Sellers

1
CAN
Cetera Advisor Networks
California
-$1.6M
2
CA
Cornerstone Advisors
North Carolina
-$1.35M
3
CIA
Capital Investment Advisors
Georgia
-$317K
4
WAM
Wolverine Asset Management
Illinois
-$277K
5
RVPG
Relative Value Partners Group
-$221K
Name Holding Trade Value Shares
Change 		Change in
Stake
DC
26
Davenport & Co
Virginia
$751K -$52K -4,550 -6%
SCM
27
Sterneck Capital Management
Missouri
$725K -$4.72K -413 -0.6%
LSC
28
Logan Stone Capital
Illinois
$715K +$81.8K +7,165 +13%
HI
29
Harbour Investments
Wisconsin
$607K +$2.97K +260 +0.5%
NFG
30
Nations Financial Group
Iowa
$528K -$11.4K -1,000 -2%
BWA
31
BDO Wealth Advisors
Florida
$507K -$8.51K -745 -2%
WAM
32
Wolverine Asset Management
Illinois
$499K -$277K -24,260 -36%
CAN
33
Cetera Advisor Networks
California
$474K -$1.6M -140,150 -77%
Bank of America
34
Bank of America
North Carolina
$459K -$100K -8,762 -18%
CPIG
35
Chicago Partners Investment Group
Illinois
$441K +$38.2K +3,349 +10%
NA
36
NewEdge Advisors
Louisiana
$433K +$10.4K +908 +2%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$386K -$77K -6,747 -17%
Mariner
38
Mariner
Kansas
$371K -$4.24K -371 -1%
BFM
39
Boothbay Fund Management
New York
$370K +$370K +32,365 New
SFS
40
Sowell Financial Services
Arkansas
$349K +$1.32K +116 +0.4%
WP
41
Woodline Partners
California
$344K – – –
1W
42
1776 Wealth
Georgia
$317K – – –
AWM
43
AE Wealth Management
Kansas
$311K -$83.3K -7,296 -21%
AWS
44
Atria Wealth Solutions
New York
$283K +$1.44K +126 +0.5%
PFGIA
45
Patriot Financial Group Insurance Agency
Massachusetts
$281K -$28.1K -2,457 -9%
Corient Private Wealth
46
Corient Private Wealth
Florida
$246K – – –
ASN
47
Advisory Services Network
Georgia
$237K +$3.62K +317 +2%
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$235K -$22.3K -1,955 -9%
LCM
49
Landscape Capital Management
New Jersey
$235K +$4.25K +372 +2%
CA
50
CoreCap Advisors
Michigan
$175K +$174K +15,281 New
1
2
3 4

JRI Hedge Fund Activity: Q2 2023 in Review

75 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Asset Income & Growth Fund (JRI) for Q2 2023, worth a combined $91.6M — up 2.8% from $89.1M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new JRI positions and 7 closed out — a net gain of 2 holders — while 20 added to existing stakes and 29 trimmed.

The largest buyer was Saba Capital Management, adding an estimated $3.82M. The largest seller was Cetera Advisor Networks, cutting an estimated $1.6M.

  • 75 institutional investors held Nuveen Real Asset Income & Growth Fund (JRI) as of Q2 2023, up from 74 in Q1 2023.
  • Funds reported $91.6M of Nuveen Real Asset Income & Growth Fund stock for Q2 2023, up 2.8% quarter-over-quarter.
  • 9 funds opened new Nuveen Real Asset Income & Growth Fund positions in Q2 2023 and 7 closed out, a net change of +2 holders.
  • The largest Nuveen Real Asset Income & Growth Fund buyer in Q2 2023 was Saba Capital Management, an estimated $3.82M added.
  • The largest Nuveen Real Asset Income & Growth Fund seller in Q2 2023 was Cetera Advisor Networks, an estimated $1.6M sold.

Based on aggregated 13F filings for Q2 2023.