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Nuveen Real Asset Income & Growth Fund
JRI

79 hedge funds and large institutions have $111M invested in Nuveen Real Asset Income & Growth Fund in 2019 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 29 increasing their positions, 19 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 19

14% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 14

7% more capital invested

Capital invested by funds: $104M → $111M (+$6.78M)

0% more funds holding

Funds holding: 79 → 79 (0)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2.53% less ownership

Funds ownership: 27.64% → 25.11% (-2.5%)

Holders
79
Holders Change
–
Holders Change %
0%
% of All Funds
1.71%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
16
Increased
29
Reduced
19
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AAM
Advisors Asset Management
Colorado
+$1.91M
2
CA
Cornerstone Advisors
North Carolina
+$1.02M
3
PPA
Parametric Portfolio Associates
Washington
+$1M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$984K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$560K

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$4.4M
2
WAM
Wolverine Asset Management
Illinois
-$3.7M
3
FFA
First Foundation Advisors
California
-$2.7M
4
VIA
Vident Investment Advisory
Georgia
-$1.82M
5
BI
Bramshill Investments
Florida
-$1.42M
Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
51
Windsor Capital Management
Arizona
$189K -$26.4K -1,720 -13%
HNB
52
Huntington National Bank
Ohio
$86K – – –
TJHA
53
Thomas J. Herzfeld Advisors
Florida
$85K -$21K -1,365 -20%
BBPWM
54
Blue Bell Private Wealth Management
Pennsylvania
$85K – – –
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$56K +$53.4K +3,474 New
LC
56
Lindbrook Capital
California
$48K +$46.1K +3,000 New
CFGS
57
Concourse Financial Group Securities
Alabama
$44K +$4.36K +284 +12%
IFAM
58
Institutional & Family Asset Management
Colorado
$44K +$33.6K +2,190 +381%
PB
59
Pinnacle Bancorp
Nebraska
$29K – – –
Citigroup
60
Citigroup
New York
$20K +$7.64K +497 +65%
IP
61
Intellectus Partners
California
$19K +$17.7K +1,151 New
FHB
62
First Hawaiian Bank
Hawaii
$17K – – –
SWM
63
SeaCrest Wealth Management
New York
$16K -$461 -30 -3%
DSC
64
Duncker Streett & Co
Missouri
$16K – – –
FPB
65
First PREMIER Bank
South Dakota
$13K – – –
NFG
66
Next Financial Group
Texas
$13K +$12.7K +826 New
NFH
67
NEXT Financial Holdings
Texas
$13K +$12.7K +826 New
CFN
68
Cordasco Financial Network
Florida
$11K – – –
LC
69
Lavaca Capital
Texas
$11K +$10.4K +679 New
RIA
70
Realta Investment Advisors
Delaware
$11K +$10.9K +710 New
PCMK
71
Paragon Capital Management (Kansas)
Kansas
$10K +$10K +652 New
BFC
72
Bedel Financial Consulting
Indiana
$9K +$123 +8 +1%
IA
73
IFP Advisors
Florida
$9K +$3.95K +257 +90%
APA
74
American Portfolios Advisors
New York
$6.42K – – –
GI
75
Gradient Investments
Minnesota
$6K -$2.1K -137 -27%
1 2
3
4

JRI Hedge Fund Activity: Q1 2019 in Review

79 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Asset Income & Growth Fund (JRI) for Q1 2019, worth a combined $111M — up 6.5% from $104M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new JRI positions and 14 closed out — a net gain of 2 holders — while 29 added to existing stakes and 19 trimmed.

The largest buyer was Advisors Asset Management, adding an estimated $1.91M. The largest seller was UBS Group, cutting an estimated $4.4M.

  • 79 institutional investors held Nuveen Real Asset Income & Growth Fund (JRI) as of Q1 2019, unchanged from Q4 2018.
  • Funds reported $111M of Nuveen Real Asset Income & Growth Fund stock for Q1 2019, up 6.5% quarter-over-quarter.
  • 16 funds opened new Nuveen Real Asset Income & Growth Fund positions in Q1 2019 and 14 closed out, a net change of +2 holders.
  • The largest Nuveen Real Asset Income & Growth Fund buyer in Q1 2019 was Advisors Asset Management, an estimated $1.91M added.
  • The largest Nuveen Real Asset Income & Growth Fund seller in Q1 2019 was UBS Group, an estimated $4.4M sold.

Based on aggregated 13F filings for Q1 2019.