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Nuveen Real Asset Income & Growth Fund
JRI

78 hedge funds and large institutions have $117M invested in Nuveen Real Asset Income & Growth Fund in 2018 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 28 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

4% more funds holding

Funds holding: 75 → 78 (+3)

0% more capital invested

Capital invested by funds: $116M → $117M (+$327K)

0.05% more ownership

Funds ownership: 25.89% → 25.94% (+0.05%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

39% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 28

Holders
78
Holders Change
+3
Holders Change %
+4%
% of All Funds
1.79%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
10
Increased
17
Reduced
28
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$2.37M
2
PPA
Parametric Portfolio Associates
Washington
+$2.14M
3
Cohen & Steers
Cohen & Steers
New York
+$1.4M
4
WAM
Wolverine Asset Management
Illinois
+$1.27M
5
Wells Fargo
Wells Fargo
California
+$893K

Top Sellers

1
AAM
Advisors Asset Management
Colorado
-$2.38M
2
Invesco
Invesco
Georgia
-$1.32M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$821K
4
LPL Financial
LPL Financial
California
-$766K
5
SCM
Sterneck Capital Management
Missouri
-$714K
Name Holding Trade Value Shares
Change 		Change in
Stake
HPC
51
HM Payson & Co
Maine
$162K – – –
BBPWM
52
Blue Bell Private Wealth Management
Pennsylvania
$104K – – –
S
53
SignatureFD
Georgia
$81K +$81.7K +5,012 New
GRP
54
Global Retirement Partners
California
$38K – – –
Citigroup
55
Citigroup
New York
$29K +$5.17K +317 +21%
TRCT
56
Tower Research Capital (TRC)
New York
$27K +$27.5K +1,689 New
PGWM
57
Parisi Gray Wealth Management
New Jersey
$26K – – –
SWM
58
SeaCrest Wealth Management
New York
$25K -$7.61K -467 -23%
DSC
59
Duncker Streett & Co
Missouri
$16K – – –
IA
60
IFP Advisors
Florida
$16K +$4.94K +303 +43%
FPB
61
First PREMIER Bank
South Dakota
$13K – – –
CFN
62
Cordasco Financial Network
Florida
$11K – – –
TSW
63
Thompson Siegel & Walmsley
Virginia
$11K – – –
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$10K – – –
CPIG
65
Chicago Partners Investment Group
Illinois
$9K – – –
BFC
66
Bedel Financial Consulting
Indiana
$9K +$179 +11 +2%
APA
67
American Portfolios Advisors
New York
$6.46K – – –
QCIG
68
Quad-Cities Investment Group
Iowa
$6K +$6.11K +375 New
AOWM
69
Alpha Omega Wealth Management
Virginia
$5K – – –
CF
70
Centaurus Financial
California
$4K +$3.67K +225 New
KL
71
KWMG LLC
Kansas
$4K +$4.08K +250 New
CFA
72
Carroll Financial Associates
North Carolina
$3K – – –
SEI Investments
73
SEI Investments
Pennsylvania
$2K -$10.9K -669 -85%
FIA
74
FNY Investment Advisers
New York
$2K +$2.94K +180 New
PNC Financial Services Group
75
PNC Financial Services Group
Pennsylvania
$1K – – –
1 2
3
4

JRI Hedge Fund Activity: Q2 2018 in Review

78 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Asset Income & Growth Fund (JRI) for Q2 2018, worth a combined $117M — up 0.28% from $116M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new JRI positions and 6 closed out — a net gain of 4 holders — while 17 added to existing stakes and 28 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.37M. The largest seller was Advisors Asset Management, cutting an estimated $2.38M.

  • 78 institutional investors held Nuveen Real Asset Income & Growth Fund (JRI) as of Q2 2018, up from 75 in Q1 2018.
  • Funds reported $117M of Nuveen Real Asset Income & Growth Fund stock for Q2 2018, up 0.28% quarter-over-quarter.
  • 10 funds opened new Nuveen Real Asset Income & Growth Fund positions in Q2 2018 and 6 closed out, a net change of +4 holders.
  • The largest Nuveen Real Asset Income & Growth Fund buyer in Q2 2018 was Morgan Stanley, an estimated $2.37M added.
  • The largest Nuveen Real Asset Income & Growth Fund seller in Q2 2018 was Advisors Asset Management, an estimated $2.38M sold.

Based on aggregated 13F filings for Q2 2018.