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Nuveen Real Asset Income & Growth Fund

75 hedge funds and large institutions have $116M invested in Nuveen Real Asset Income & Growth Fund in 2018 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 24 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

6% more funds holding

Funds holding: 7175 (+4)

4% more capital invested

Capital invested by funds: $112M → $116M (+$4.25M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

8% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 24

38.58% less ownership

Funds ownership: 64.47%25.89% (-39%)

Holders
75
Holders Change
+4
Holders Change %
+5.63%
% of All Funds
1.72%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
10
Increased
22
Reduced
24
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BBPWM
51
Blue Bell Private Wealth Management
Pennsylvania
$104K
APP
52
Avantax Planning Partners
Iowa
$91K +$95.1K +5,613 New
NMC
53
Nine Masts Capital
Hong Kong
$62K +$64.4K +3,800 New
MOS
54
MGO One Seven
Ohio
$52K +$14.4K +849 +36%
KCPG
55
Kavar Capital Partners Group
Kansas
$49K +$51K +3,007 New
GRP
56
Global Retirement Partners
California
$38K +$31.4K +1,850 +365%
SWM
57
SeaCrest Wealth Management
New York
$32K -$2.58K -152 -7%
PGWM
58
Parisi Gray Wealth Management
New Jersey
$26K
Citigroup
59
Citigroup
New York
$24K +$576 +34 +2%
SWP
60
Stratos Wealth Partners
Ohio
$17K -$5.64K -333 -24%
DSC
61
Duncker Streett & Co
Missouri
$16K
SEI Investments
62
SEI Investments
Pennsylvania
$13K -$20.5K -1,210 -61%
FPB
63
First PREMIER Bank
South Dakota
$13K
IA
64
IFP Advisors
Florida
$12K
CFN
65
Cordasco Financial Network
Florida
$11K
TSW
66
Thompson Siegel & Walmsley
Virginia
$11K
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$10K +$10.5K +620 New
CPIG
68
Chicago Partners Investment Group
Illinois
$9K
BFC
69
Bedel Financial Consulting
Indiana
$9K +$8.97K +529 New
GI
70
Gradient Investments
Minnesota
$8K
WAM
71
Wealthspire Advisors (Maryland)
Maryland
$7K
APA
72
American Portfolios Advisors
New York
$6.49K
AOWM
73
Alpha Omega Wealth Management
Virginia
$5K
CFA
74
Carroll Financial Associates
North Carolina
$3K
GWM
75
Geneos Wealth Management
Colorado
$1K -$9.29K -548 -82%

JRI Hedge Fund Activity: Q1 2018 in Review

75 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Asset Income & Growth Fund (JRI) for Q1 2018, worth a combined $116M — up 3.8% from $112M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new JRI positions and 6 closed out — a net gain of 4 holders — while 22 added to existing stakes and 24 trimmed.

The largest buyer was UBS Group, adding an estimated $4.69M. The largest seller was Ladenburg Thalmann Financial Services, cutting an estimated $1.05M.

  • 75 institutional investors held Nuveen Real Asset Income & Growth Fund (JRI) as of Q1 2018, up from 71 in Q4 2017.
  • Funds reported $116M of Nuveen Real Asset Income & Growth Fund stock for Q1 2018, up 3.8% quarter-over-quarter.
  • 10 funds opened new Nuveen Real Asset Income & Growth Fund positions in Q1 2018 and 6 closed out, a net change of +4 holders.
  • The largest Nuveen Real Asset Income & Growth Fund buyer in Q1 2018 was UBS Group, an estimated $4.69M added.
  • The largest Nuveen Real Asset Income & Growth Fund seller in Q1 2018 was Ladenburg Thalmann Financial Services, an estimated $1.05M sold.

Based on aggregated 13F filings for Q1 2018.