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Nuveen Real Asset Income & Growth Fund
JRI

86 hedge funds and large institutions have $63.3M invested in Nuveen Real Asset Income & Growth Fund in 2020 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 25 increasing their positions, 31 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

9% more funds holding

Funds holding: 79 → 86 (+7)

1.09% more ownership

Funds ownership: 22.48% → 23.57% (+1.1%)

19% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 31

44% less capital invested

Capital invested by funds: $114M → $63.3M (-$50.3M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
86
Holders Change
+7
Holders Change %
+8.86%
% of All Funds
1.9%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
16
Increased
25
Reduced
31
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WAM
Wolverine Asset Management
Illinois
+$3.96M
2
PPA
Parametric Portfolio Associates
Washington
+$1.08M
3
MC
Matisse Capital
Oregon
+$840K
4
AAM
Advisors Asset Management
Colorado
+$800K
5
CRC
Curi RMB Capital
Illinois
+$771K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$1.31M
2
CA
Cornerstone Advisors
North Carolina
-$1.22M
3
RCM
Robinson Capital Management
Michigan
-$932K
4
CP
Camelot Portfolios
Ohio
-$723K
5
SCM
Sterneck Capital Management
Missouri
-$572K
Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
51
Next Financial Group
Texas
$163K +$140K +8,595 +108%
AA
52
AQR Arbitrage
Connecticut
$163K +$269K +16,525 New
ASN
53
Advisory Services Network
Georgia
$162K -$7.84K -482 -3%
NWP
54
Northstar Wealth Partners
Connecticut
$133K – – –
PAS
55
Park Avenue Securities
New York
$132K +$4.33K +266 +2%
Citigroup
56
Citigroup
New York
$127K -$15.8K -970 -7%
IIC
57
Ironwood Investment Counsel
Arizona
$126K +$2.15K +132 +1%
KWM
58
Kingsview Wealth Management
Oregon
$126K +$208K +12,805 New
GCP
59
Gill Capital Partners
Colorado
$118K +$194K +11,932 New
MC
60
Moors & Cabot
Massachusetts
$106K +$176K +10,800 New
WCM
61
Windsor Capital Management
Arizona
$100K -$15.8K -969 -9%
HPC
62
HM Payson & Co
Maine
$99K – – –
FHA
63
Flagship Harbor Advisors
Massachusetts
$89K -$201K -12,348 -58%
AF
64
Advisornet Financial
Minnesota
$83K +$2.47K +152 +2%
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$40K +$65.3K +4,013 New
BBPWM
66
Blue Bell Private Wealth Management
Pennsylvania
$28K – – –
PB
67
Pinnacle Bancorp
Nebraska
$18K – – –
CFGS
68
Concourse Financial Group Securities
Alabama
$16K -$1.14K -70 -4%
HI
69
Hoey Investments
Pennsylvania
$12K – – –
DSC
70
Duncker Streett & Co
Missouri
$10K – – –
FPB
71
First PREMIER Bank
South Dakota
$8K – – –
WB
72
West Bancorporation
Iowa
$8K – – –
CFN
73
Cordasco Financial Network
Florida
$7K – – –
HIA
74
Harbor Investment Advisory
Maryland
$6K – – –
BFC
75
Bedel Financial Consulting
Indiana
$6K +$130 +8 +1%
1 2
3
4

JRI Hedge Fund Activity: Q1 2020 in Review

86 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Asset Income & Growth Fund (JRI) for Q1 2020, worth a combined $63.3M — down 44% from $114M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new JRI positions and 7 closed out — a net gain of 9 holders — while 25 added to existing stakes and 31 trimmed.

The largest buyer was Wolverine Asset Management, opening a new position worth an estimated $3.96M. The largest seller was Morgan Stanley, cutting an estimated $1.31M.

  • 86 institutional investors held Nuveen Real Asset Income & Growth Fund (JRI) as of Q1 2020, up from 79 in Q4 2019.
  • Funds reported $63.3M of Nuveen Real Asset Income & Growth Fund stock for Q1 2020, down 44% quarter-over-quarter.
  • 16 funds opened new Nuveen Real Asset Income & Growth Fund positions in Q1 2020 and 7 closed out, a net change of +9 holders.
  • The largest Nuveen Real Asset Income & Growth Fund buyer in Q1 2020 was Wolverine Asset Management, an estimated $3.96M added.
  • The largest Nuveen Real Asset Income & Growth Fund seller in Q1 2020 was Morgan Stanley, an estimated $1.31M sold.

Based on aggregated 13F filings for Q1 2020.