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Nuveen Real Asset Income & Growth Fund
JRI

79 hedge funds and large institutions have $114M invested in Nuveen Real Asset Income & Growth Fund in 2019 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 32 increasing their positions, 21 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 2

52% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 21

11% more funds holding

Funds holding: 71 → 79 (+8)

4% more capital invested

Capital invested by funds: $109M → $114M (+$4.34M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.23% less ownership

Funds ownership: 22.71% → 22.48% (-0.23%)

Holders
79
Holders Change
+8
Holders Change %
+11.27%
% of All Funds
1.56%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
32
Reduced
21
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAM
Advisors Asset Management
Colorado
+$1.92M
2
Cohen & Steers
Cohen & Steers
New York
+$796K
3
PPA
Parametric Portfolio Associates
Washington
+$479K
4
DC
Davenport & Co
Virginia
+$429K
5
SPIA
Steward Partners Investment Advisory
New York
+$349K

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.68M
2
RVPG
Relative Value Partners Group
-$3.48M
3
SFS
Shaker Financial Services
Virginia
-$304K
4
SKK
Shepherd Kaplan Krochuk
Massachusetts
-$296K
5
NL
NWAM LLC
Washington
-$254K
Name Holding Trade Value Shares
Change 		Change in
Stake
IIC
51
Ironwood Investment Counsel
Arizona
$233K +$227K +12,719 New
WCM
52
Windsor Capital Management
Arizona
$204K -$7.45K -417 -4%
Truist Financial
53
Truist Financial
North Carolina
$186K +$182K +10,155 New
HPC
54
HM Payson & Co
Maine
$184K – – –
1W
55
1776 Wealth
Georgia
$174K +$170K +9,503 New
FIA
56
FNY Investment Advisers
New York
$167K +$67.3K +3,763 +70%
AF
57
Advisornet Financial
Minnesota
$151K +$69.5K +3,889 +89%
NFG
58
Next Financial Group
Texas
$146K -$2.75K -154 -2%
LC
59
Lindbrook Capital
California
$55K – – –
RIA
60
Realta Investment Advisors
Delaware
$54K +$644 +36 +1%
BBPWM
61
Blue Bell Private Wealth Management
Pennsylvania
$52K -$34K -1,902 -40%
PB
62
Pinnacle Bancorp
Nebraska
$33K – – –
CFGS
63
Concourse Financial Group Securities
Alabama
$30K +$19.8K +1,110 +209%
Fifth Third Bancorp
64
Fifth Third Bancorp
Ohio
$27K +$26K +1,455 New
HI
65
Hoey Investments
Pennsylvania
$23K +$22.1K +1,238 New
DSC
66
Duncker Streett & Co
Missouri
$18K +$17.9K +1,004 New
FPB
67
First PREMIER Bank
South Dakota
$15K – – –
WB
68
West Bancorporation
Iowa
$15K +$14.9K +833 New
CFN
69
Cordasco Financial Network
Florida
$12K – – –
BFC
70
Bedel Financial Consulting
Indiana
$11K +$268 +15 +3%
HIA
71
Harbor Investment Advisory
Maryland
$11K +$10.7K +600 New
APA
72
American Portfolios Advisors
New York
$7.34K – – –
AIC
73
Ameritas Investment Company
Nebraska
$6K – – –
EIP
74
Ellis Investment Partners
Pennsylvania
$4K +$89 +5 +2%
SFS
75
Sowell Financial Services
Arkansas
$3K +$54 +3 +2%
1 2
3
4

JRI Hedge Fund Activity: Q4 2019 in Review

79 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Asset Income & Growth Fund (JRI) for Q4 2019, worth a combined $114M — up 4% from $109M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new JRI positions and 2 closed out — a net gain of 9 holders — while 32 added to existing stakes and 21 trimmed.

The largest buyer was Advisors Asset Management, adding an estimated $1.92M. The largest seller was Royal Bank of Canada, cutting an estimated $3.68M.

  • 79 institutional investors held Nuveen Real Asset Income & Growth Fund (JRI) as of Q4 2019, up from 71 in Q3 2019.
  • Funds reported $114M of Nuveen Real Asset Income & Growth Fund stock for Q4 2019, up 4% quarter-over-quarter.
  • 11 funds opened new Nuveen Real Asset Income & Growth Fund positions in Q4 2019 and 2 closed out, a net change of +9 holders.
  • The largest Nuveen Real Asset Income & Growth Fund buyer in Q4 2019 was Advisors Asset Management, an estimated $1.92M added.
  • The largest Nuveen Real Asset Income & Growth Fund seller in Q4 2019 was Royal Bank of Canada, an estimated $3.68M sold.

Based on aggregated 13F filings for Q4 2019.