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Nuveen Real Asset Income & Growth Fund

81 hedge funds and large institutions have $75.9M invested in Nuveen Real Asset Income & Growth Fund in 2020 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 30 increasing their positions, 30 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more capital invested

Capital invested by funds: $63.3M → $75.9M (+$12.6M)

0.06% more ownership

Funds ownership: 23.57%23.63% (+0.06%)

0% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 30

6% less funds holding

Funds holding: 8681 (-5)

56% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 9

Holders
81
Holders Change
-5
Holders Change %
-5.81%
% of All Funds
1.66%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
30
Reduced
30
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NFG
51
Next Financial Group
Texas
$178K -$15K -1,348 -8%
PAS
52
Park Avenue Securities
New York
$162K +$5.54K +499 +4%
DA
53
Doliver Advisors
Texas
$155K -$24.5K -2,203 -14%
IIC
54
Ironwood Investment Counsel
Arizona
$153K +$3.27K +294 +2%
Citigroup
55
Citigroup
New York
$152K +$1.25K +113 +0.9%
NWP
56
Northstar Wealth Partners
Connecticut
$144K -$13K -1,169 -9%
MC
57
Moors & Cabot
Massachusetts
$135K +$6.11K +550 +5%
HPC
58
HM Payson & Co
Maine
$117K
AF
59
Advisornet Financial
Minnesota
$101K +$2.67K +240 +3%
FHA
60
Flagship Harbor Advisors
Massachusetts
$98K -$6.45K -581 -6%
BBPWM
61
Blue Bell Private Wealth Management
Pennsylvania
$30K
PB
62
Pinnacle Bancorp
Nebraska
$21K
HI
63
Hoey Investments
Pennsylvania
$14K
GWM
64
Geneos Wealth Management
Colorado
$14K +$13.5K +1,216 New
DSC
65
Duncker Streett & Co
Missouri
$12K
OPS
66
Orion Portfolio Solutions
Nebraska
$12K +$11.6K +1,048 New
CFGS
67
Concourse Financial Group Securities
Alabama
$11K -$7.22K -650 -41%
FPB
68
First PREMIER Bank
South Dakota
$10K
WB
69
Webster Bank
Connecticut
$9K +$8.33K +750 New
CFN
70
Cordasco Financial Network
Florida
$8K
HIA
71
Harbor Investment Advisory
Maryland
$7K
BFC
72
Bedel Financial Consulting
Indiana
$7K +$200 +18 +3%
APA
73
American Portfolios Advisors
New York
$4.67K
AA
74
Ancora Advisors
Ohio
$2K
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
$2K

JRI Hedge Fund Activity: Q2 2020 in Review

81 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Asset Income & Growth Fund (JRI) for Q2 2020, worth a combined $75.9M — up 20% from $63.3M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of JRI and 4 opened new positions — a net loss of 5 holders — while 30 trimmed existing stakes and 30 added.

The largest buyer was Cornerstone Advisors, adding an estimated $2.14M. The largest seller was Relative Value Partners Group, cutting an estimated $810K.

  • 81 institutional investors held Nuveen Real Asset Income & Growth Fund (JRI) as of Q2 2020, down from 86 in Q1 2020.
  • Funds reported $75.9M of Nuveen Real Asset Income & Growth Fund stock for Q2 2020, up 20% quarter-over-quarter.
  • 4 funds opened new Nuveen Real Asset Income & Growth Fund positions in Q2 2020 and 9 closed out, a net change of -5 holders.
  • The largest Nuveen Real Asset Income & Growth Fund buyer in Q2 2020 was Cornerstone Advisors, an estimated $2.14M added.
  • The largest Nuveen Real Asset Income & Growth Fund seller in Q2 2020 was Relative Value Partners Group, an estimated $810K sold.

Based on aggregated 13F filings for Q2 2020.