We are live on ! Find out more
JRI icon

Nuveen Real Asset Income & Growth Fund
JRI

79 hedge funds and large institutions have $76.6M invested in Nuveen Real Asset Income & Growth Fund in 2020 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 24 increasing their positions, 31 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $75.9M → $76.6M (+$700K)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.54% less ownership

Funds ownership: 23.63% → 23.09% (-0.54%)

2% less funds holding

Funds holding: 81 → 79 (-2)

18% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 11

23% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 31

Holders
79
Holders Change
-2
Holders Change %
-2.47%
% of All Funds
1.59%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
24
Reduced
31
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$3.73M
2
SCM
Sterneck Capital Management
Missouri
+$372K
3
AA
AQR Arbitrage
Connecticut
+$370K
4
GC
Guggenheim Capital
Illinois
+$172K
5
CWM
Connecticut Wealth Management
Connecticut
+$154K

Top Sellers

Rank Fund Capital Flow
1
WAM
Wolverine Asset Management
Illinois
-$1.21M
2
AAM
Advisors Asset Management
Colorado
-$758K
3
CP
Camelot Portfolios
Ohio
-$486K
4
RJA
Raymond James & Associates
Florida
-$444K
5
SFS
Shaker Financial Services
Virginia
-$439K
Name Holding Trade Value Shares
Change 		Change in
Stake
Citigroup
51
Citigroup
New York
$158K +$631 +52 +0.4%
KAS
52
Kestra Advisory Services
Texas
$153K +$153K +12,659 New
CWM
53
Connecticut Wealth Management
Connecticut
$153K +$154K +12,674 New
GCP
54
Gill Capital Partners
Colorado
$144K +$145K +11,932 New
Goldman Sachs
55
Goldman Sachs
New York
$126K +$127K +10,452 New
HPC
56
HM Payson & Co
Maine
$121K – – –
AF
57
Advisornet Financial
Minnesota
$106K +$2.41K +199 +2%
CFGS
58
Concourse Financial Group Securities
Alabama
$99K +$87.5K +7,216 +783%
FHA
59
Flagship Harbor Advisors
Massachusetts
$80K -$21.5K -1,777 -21%
FGA
60
Fortis Group Advisors
New Jersey
$33K +$34K +2,806 New
PB
61
Pinnacle Bancorp
Nebraska
$22K – – –
NFSG
62
Newbridge Financial Services Group
Florida
$20K +$20.5K +1,687 New
HI
63
Hoey Investments
Pennsylvania
$15K – – –
GWM
64
Geneos Wealth Management
Colorado
$14K – – –
DSC
65
Duncker Streett & Co
Missouri
$12K – – –
MPWT
66
MassMutual Private Wealth & Trust
Connecticut
$11K +$11.3K +930 New
FPB
67
First PREMIER Bank
South Dakota
$10K – – –
CFN
68
Cordasco Financial Network
Florida
$8K – – –
BFC
69
Bedel Financial Consulting
Indiana
$8K +$182 +15 +2%
HIA
70
Harbor Investment Advisory
Maryland
$7K – – –
NNP
71
Nachman Norwood & Parrott
South Carolina
$7K +$6.55K +540 New
APA
72
American Portfolios Advisors
New York
$4.82K – – –
EIP
73
Ellis Investment Partners
Pennsylvania
$3K +$49 +4 +2%
WLPWM
74
Walled Lake Planning & Wealth Management
Illinois
$3K +$61 +5 +2%
AA
75
Ancora Advisors
Ohio
$2K – – –
1 2
3
4

JRI Hedge Fund Activity: Q3 2020 in Review

79 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Asset Income & Growth Fund (JRI) for Q3 2020, worth a combined $76.6M — up 0.92% from $75.9M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of JRI and 9 opened new positions — a net loss of 2 holders — while 31 trimmed existing stakes and 24 added.

The largest buyer was Sit Investment Associates, opening a new position worth an estimated $3.73M. The largest seller was Wolverine Asset Management, cutting an estimated $1.21M.

  • 79 institutional investors held Nuveen Real Asset Income & Growth Fund (JRI) as of Q3 2020, down from 81 in Q2 2020.
  • Funds reported $76.6M of Nuveen Real Asset Income & Growth Fund stock for Q3 2020, up 0.92% quarter-over-quarter.
  • 9 funds opened new Nuveen Real Asset Income & Growth Fund positions in Q3 2020 and 11 closed out, a net change of -2 holders.
  • The largest Nuveen Real Asset Income & Growth Fund buyer in Q3 2020 was Sit Investment Associates, an estimated $3.73M added.
  • The largest Nuveen Real Asset Income & Growth Fund seller in Q3 2020 was Wolverine Asset Management, an estimated $1.21M sold.

Based on aggregated 13F filings for Q3 2020.