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Nuveen Real Asset Income & Growth Fund

79 hedge funds and large institutions have $104M invested in Nuveen Real Asset Income & Growth Fund in 2018 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 19 increasing their positions, 29 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 13

10% more funds holding

Funds holding: 7279 (+7)

2.52% more ownership

Funds ownership: 25.12%27.64% (+2.5%)

7% less capital invested

Capital invested by funds: $112M → $104M (-$7.66M)

34% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 29

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
79
Holders Change
+7
Holders Change %
+9.72%
% of All Funds
1.76%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
20
Increased
19
Reduced
29
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
51
Shaker Financial Services
Virginia
$198K +$215K +14,500 New
DADC
52
D.A. Davidson & Co
Montana
$186K -$17.1K -1,158 -8%
WCM
53
Windsor Capital Management
Arizona
$184K -$15.1K -1,019 -7%
AC
54
Almitas Capital
California
$136K +$148K +10,000 New
TJHA
55
Thomas J. Herzfeld Advisors
Florida
$91K -$116K -7,816 -54%
HNB
56
Huntington National Bank
Ohio
$73K
BBPWM
57
Blue Bell Private Wealth Management
Pennsylvania
$72K -$9.74K -658 -11%
MOS
58
MGO One Seven
Ohio
$68K +$74.5K +5,034 New
CFGS
59
Concourse Financial Group Securities
Alabama
$33K +$15.6K +1,054 +75%
PB
60
Pinnacle Bancorp
Nebraska
$25K +$26.7K +1,800 New
PGWM
61
Parisi Gray Wealth Management
New Jersey
$22K
FHB
62
First Hawaiian Bank
Hawaii
$15K
SWM
63
SeaCrest Wealth Management
New York
$14K -$7.21K -487 -32%
DSC
64
Duncker Streett & Co
Missouri
$14K
Citigroup
65
Citigroup
New York
$11K -$11.3K -766 -50%
FPB
66
First PREMIER Bank
South Dakota
$11K
CFN
67
Cordasco Financial Network
Florida
$9K
BFC
68
Bedel Financial Consulting
Indiana
$8K +$178 +12 +2%
IFAM
69
Institutional & Family Asset Management
Colorado
$8K +$8.51K +575 New
GI
70
Gradient Investments
Minnesota
$7K
APA
71
American Portfolios Advisors
New York
$5.45K
QCIG
72
Quad-Cities Investment Group
Iowa
$5K
IA
73
IFP Advisors
Florida
$4K -$10.6K -715 -72%
AIC
74
Ameritas Investment Company
Nebraska
$4K +$4.44K +300 New
CFA
75
Carroll Financial Associates
North Carolina
$3K

JRI Hedge Fund Activity: Q4 2018 in Review

79 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Asset Income & Growth Fund (JRI) for Q4 2018, worth a combined $104M — down 6.9% from $112M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new JRI positions and 13 closed out — a net gain of 7 holders — while 19 added to existing stakes and 29 trimmed.

The largest buyer was Cornerstone Advisors, adding an estimated $4.26M. The largest seller was Morgan Stanley, cutting an estimated $3.22M.

  • 79 institutional investors held Nuveen Real Asset Income & Growth Fund (JRI) as of Q4 2018, up from 72 in Q3 2018.
  • Funds reported $104M of Nuveen Real Asset Income & Growth Fund stock for Q4 2018, down 6.9% quarter-over-quarter.
  • 20 funds opened new Nuveen Real Asset Income & Growth Fund positions in Q4 2018 and 13 closed out, a net change of +7 holders.
  • The largest Nuveen Real Asset Income & Growth Fund buyer in Q4 2018 was Cornerstone Advisors, an estimated $4.26M added.
  • The largest Nuveen Real Asset Income & Growth Fund seller in Q4 2018 was Morgan Stanley, an estimated $3.22M sold.

Based on aggregated 13F filings for Q4 2018.