Nuveen Real Asset Income & Growth Fund
JRI
58 hedge funds and large institutions have $112M invested in Nuveen Real Asset Income & Growth Fund in 2017 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 19 increasing their positions, 2 reducing their positions, and 3 closing their positions.
1,033% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 3
850% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 2
323% more capital invested
Capital invested by funds: $26.4M → $112M (+$85.2M)
115% more funds holding
Funds holding: 27 → 58 (+31)
48.23% more ownership
Funds ownership: 15.38% → 63.61% (+48%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RVPG
Relative Value Partners Group
|
+$16M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$13.1M |
| 3 |
CP
Camelot Portfolios
Maumee,
Ohio
|
+$9.37M |
| 4 |
DBT
Dubuque Bank & Trust
Dubuque,
Iowa
|
+$4.76M |
| 5 |
SCM
Sterneck Capital Management
Kansas City,
Missouri
|
+$4.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$545K |
| 2 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$150K |
| 3 |
FHA
Flagship Harbor Advisors
Boston,
Massachusetts
|
-$27.8K |
| 4 |
MCIA
Mountain Capital Investment Advisors
Westminster,
Colorado
|
-$21K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WAM
51
Wealthspire Advisors (Maryland)
Potomac,
Maryland
| $14K | – | – | – |
|
52
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $14K | +$13.6K | +751 | New |
|
|
TSW
53
Thompson Siegel & Walmsley
Richmond,
Virginia
| $12K | +$11.7K | +650 | New |
|
|
CFN
54
Cordasco Financial Network
Naples,
Florida
| $12K | +$12K | +665 | New |
|
|
GWM
55
Geneos Wealth Management
Englewood,
Colorado
| $12K | +$12.1K | +668 | New |
|
56
Citigroup
New York
| $11K | +$11.8K | +655 | New |
|
|
CPIG
57
Chicago Partners Investment Group
Chicago,
Illinois
| $10K | +$10K | +554 | New |
|
|
GRP
58
Global Retirement Partners
San Rafael,
California
| $9K | – | – | – |
|
59
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $3K | +$2.51K | +139 | New |
|
|
WAM
60
Wolverine Asset Management
Chicago,
Illinois
| – | -$545K | -30,997 | Closed |
|
|
MCIA
61
Mountain Capital Investment Advisors
Westminster,
Colorado
| – | -$21K | -1,186 | Closed |
|
|
TRCT
62
Tower Research Capital (TRC)
New York
| – | -$7K | -404 | Closed |
|
JRI Hedge Fund Activity: Q3 2017 in Review
58 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Asset Income & Growth Fund (JRI) for Q3 2017, worth a combined $112M — up 323% from $26.4M a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new JRI positions and 3 closed out — a net gain of 31 holders — while 19 added to existing stakes and 2 trimmed.
The largest buyer was Relative Value Partners Group, opening a new position worth an estimated $16M. The largest seller was Wolverine Asset Management, exiting entirely with an estimated $545K sold.
- 58 institutional investors held Nuveen Real Asset Income & Growth Fund (JRI) as of Q3 2017, up from 27 in Q2 2017.
- Funds reported $112M of Nuveen Real Asset Income & Growth Fund stock for Q3 2017, up 323% quarter-over-quarter.
- 34 funds opened new Nuveen Real Asset Income & Growth Fund positions in Q3 2017 and 3 closed out, a net change of +31 holders.
- The largest Nuveen Real Asset Income & Growth Fund buyer in Q3 2017 was Relative Value Partners Group, an estimated $16M added.
- The largest Nuveen Real Asset Income & Growth Fund seller in Q3 2017 was Wolverine Asset Management, an estimated $545K sold.
Based on aggregated 13F filings for Q3 2017.