We are live on ! Find out more
JRI icon

Nuveen Real Asset Income & Growth Fund
JRI

71 hedge funds and large institutions have $112M invested in Nuveen Real Asset Income & Growth Fund in 2017 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 20 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 7

22% more funds holding

Funds holding: 58 → 71 (+13)

0.86% more ownership

Funds ownership: 63.61% → 64.47% (+0.86%)

0% more capital invested

Capital invested by funds: $112M → $112M (+$411K)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 20

Holders
71
Holders Change
+13
Holders Change %
+22.41%
% of All Funds
1.61%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
20
Increased
20
Reduced
20
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.9M
2
CA
Cornerstone Advisors
North Carolina
+$2.19M
3
Invesco
Invesco
Georgia
+$922K
4
Millennium Management
Millennium Management
New York
+$870K
5
First Trust Advisors
First Trust Advisors
Illinois
+$702K

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$4.12M
2
TJHA
Thomas J. Herzfeld Advisors
Florida
-$974K
3
Bank of America
Bank of America
North Carolina
-$673K
4
LPL Financial
LPL Financial
California
-$673K
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$659K
Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
51
Versant Capital Management
Arizona
$41K +$41.4K +2,337 New
SWM
52
SeaCrest Wealth Management
New York
$38K +$38K +2,143 New
SEI Investments
53
SEI Investments
Pennsylvania
$36K +$35.5K +2,000 New
PGWM
54
Parisi Gray Wealth Management
New Jersey
$29K +$28.3K +1,596 New
Citigroup
55
Citigroup
New York
$25K +$14.2K +800 +122%
SWP
56
Stratos Wealth Partners
Ohio
$25K +$24.6K +1,389 New
DSC
57
Duncker Streett & Co
Missouri
$18K – – –
FPB
58
First PREMIER Bank
South Dakota
$15K – – –
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$13K – – –
IA
60
IFP Advisors
Florida
$12K -$96.5K -5,443 -89%
CFN
61
Cordasco Financial Network
Florida
$12K – – –
TSW
62
Thompson Siegel & Walmsley
Virginia
$12K – – –
GWM
63
Geneos Wealth Management
Colorado
$11K – – –
CPIG
64
Chicago Partners Investment Group
Illinois
$10K – – –
GRP
65
Global Retirement Partners
California
$9K – – –
GI
66
Gradient Investments
Minnesota
$9K +$8.87K +500 New
APA
67
American Portfolios Advisors
New York
$7.12K +$7.09K +400 New
AOWM
68
Alpha Omega Wealth Management
Virginia
$6K +$5.9K +333 New
CA
69
Calton & Associates
Florida
$3K +$3.58K +202 New
CFA
70
Carroll Financial Associates
North Carolina
$3K +$3.97K +224 New
TRCT
71
Tower Research Capital (TRC)
New York
$2K +$1.77K +100 New
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
$1K +$886 +50 New
RJFSA
73
Raymond James Financial Services Advisors
Florida
– -$659K -36,587 Closed
PAG
74
Private Advisor Group
New Jersey
– -$598K -33,228 Closed
OC
75
Oppenheimer & Co
New York
– -$258K -14,329 Closed
1 2
3
4

JRI Hedge Fund Activity: Q4 2017 in Review

71 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Asset Income & Growth Fund (JRI) for Q4 2017, worth a combined $112M — up 0.37% from $112M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new JRI positions and 7 closed out — a net gain of 13 holders — while 20 added to existing stakes and 20 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $2.9M. The largest seller was Wells Fargo, cutting an estimated $4.12M.

  • 71 institutional investors held Nuveen Real Asset Income & Growth Fund (JRI) as of Q4 2017, up from 58 in Q3 2017.
  • Funds reported $112M of Nuveen Real Asset Income & Growth Fund stock for Q4 2017, up 0.37% quarter-over-quarter.
  • 20 funds opened new Nuveen Real Asset Income & Growth Fund positions in Q4 2017 and 7 closed out, a net change of +13 holders.
  • The largest Nuveen Real Asset Income & Growth Fund buyer in Q4 2017 was Royal Bank of Canada, an estimated $2.9M added.
  • The largest Nuveen Real Asset Income & Growth Fund seller in Q4 2017 was Wells Fargo, an estimated $4.12M sold.

Based on aggregated 13F filings for Q4 2017.