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Nuveen Real Asset Income & Growth Fund
JRI

74 hedge funds and large institutions have $87.6M invested in Nuveen Real Asset Income & Growth Fund in 2024 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 18 increasing their positions, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 11

3% more funds holding

Funds holding: 72 → 74 (+2)

5.67% less ownership

Funds ownership: 29.01% → 23.33% (-5.7%)

10% less capital invested

Capital invested by funds: $96.8M → $87.6M (-$9.2M)

22% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 23

Holders
74
Holders Change
+2
Holders Change %
+2.78%
% of All Funds
1.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
18
Reduced
23
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PCM
Penserra Capital Management
California
+$9.75M
2
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$2.89M
3
SFS
Shaker Financial Services
Virginia
+$617K
4
LPL Financial
LPL Financial
California
+$604K
5
PIWA
Prevail Innovative Wealth Advisors
Kansas
+$365K

Top Sellers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
-$26.5M
2
AA
AQR Arbitrage
Connecticut
-$1.43M
3
Pathstone Holdings
Pathstone Holdings
New Jersey
-$1.22M
4
SIA
Sit Investment Associates
Minnesota
-$1.16M
5
Morgan Stanley
Morgan Stanley
New York
-$787K
Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
26
Advisors Asset Management
Colorado
$608K -$321K -25,103 -36%
NFG
27
Nations Financial Group
Iowa
$594K +$38.6K +3,019 +7%
DC
28
Davenport & Co
Virginia
$581K +$114K +8,933 +27%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$542K +$896 +70 +0.2%
GC
30
Guggenheim Capital
Illinois
$499K -$3.9K -305 -0.8%
AWS
31
Atria Wealth Solutions
New York
$484K -$33.5K -2,619 -7%
CPIG
32
Chicago Partners Investment Group
Illinois
$469K +$16.9K +1,321 +4%
NA
33
NewEdge Advisors
Louisiana
$425K +$2.56K +200 +0.6%
SFS
34
Sowell Financial Services
Arkansas
$405K -$31.2K -2,436 -8%
PFGIA
35
Patriot Financial Group Insurance Agency
Massachusetts
$330K +$33.5K +2,620 +12%
SA
36
Sanctuary Advisors
Indiana
$327K -$42.9K -3,354 -12%
1W
37
1776 Wealth
Georgia
$300K – – –
CIA
38
Capital Investment Advisors
Georgia
$294K -$4.13K -323 -1%
CA
39
CoreCap Advisors
Michigan
$293K +$44.8K +3,500 +20%
ASN
40
Advisory Services Network
Georgia
$264K – – –
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$257K -$531K -41,538 -69%
SBH
42
Segall Bryant & Hamill
Illinois
$205K +$192K +15,031 New
OC
43
Oppenheimer & Co
New York
$185K -$32.6K -2,550 -16%
WIA
44
World Investment Advisors
California
$183K +$171K +13,398 New
CCG
45
Catalina Capital Group
California
$181K – – –
NAS
46
NWF Advisory Services
California
$170K – – –
PAS
47
Park Avenue Securities
New York
$168K -$90 -7 -0.1%
MWM
48
Melfa Wealth Management
Massachusetts
$165K – – –
GCP
49
Gill Capital Partners
Colorado
$163K – – –
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$155K -$22.9K -1,788 -14%
1
2
3 4

JRI Hedge Fund Activity: Q3 2024 in Review

74 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Asset Income & Growth Fund (JRI) for Q3 2024, worth a combined $87.6M — down 9.5% from $96.8M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new JRI positions and 11 closed out — a net gain of 2 holders — while 18 added to existing stakes and 23 trimmed.

The largest buyer was Penserra Capital Management, opening a new position worth an estimated $9.75M. The largest seller was Saba Capital Management, cutting an estimated $26.5M.

  • 74 institutional investors held Nuveen Real Asset Income & Growth Fund (JRI) as of Q3 2024, up from 72 in Q2 2024.
  • Funds reported $87.6M of Nuveen Real Asset Income & Growth Fund stock for Q3 2024, down 9.5% quarter-over-quarter.
  • 13 funds opened new Nuveen Real Asset Income & Growth Fund positions in Q3 2024 and 11 closed out, a net change of +2 holders.
  • The largest Nuveen Real Asset Income & Growth Fund buyer in Q3 2024 was Penserra Capital Management, an estimated $9.75M added.
  • The largest Nuveen Real Asset Income & Growth Fund seller in Q3 2024 was Saba Capital Management, an estimated $26.5M sold.

Based on aggregated 13F filings for Q3 2024.