We are live on ! Find out more
JRI icon

Nuveen Real Asset Income & Growth Fund

91 hedge funds and large institutions have $94.5M invested in Nuveen Real Asset Income & Growth Fund in 2020 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 20 increasing their positions, 35 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 6

23% more capital invested

Capital invested by funds: $76.6M → $94.5M (+$17.9M)

15% more funds holding

Funds holding: 7991 (+12)

2.47% more ownership

Funds ownership: 23.09%25.56% (+2.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

43% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 35

Holders
91
Holders Change
+12
Holders Change %
+15.19%
% of All Funds
1.61%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
20
Reduced
35
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
51
Canal Capital Management
Virginia
$207K +$196K +15,400 New
CCP
52
Clough Capital Partners
Massachusetts
$206K +$195K +15,293 New
DADC
53
D.A. Davidson & Co
Montana
$203K -$20.7K -1,622 -10%
Citigroup
54
Citigroup
New York
$201K +$23.8K +1,867 +14%
KAS
55
Kestra Advisory Services
Texas
$196K +$23.4K +1,836 +15%
ASN
56
Advisory Services Network
Georgia
$186K -$10.1K -795 -5%
PAS
57
Park Avenue Securities
New York
$181K -$1.41K -111 -0.8%
Millennium Management
58
Millennium Management
New York
$180K +$170K +13,343 New
Commonwealth Equity Services
59
Commonwealth Equity Services
Massachusetts
$179K -$374K -29,380 -69%
Truist Financial
60
Truist Financial
North Carolina
$170K -$75.6K -5,936 -32%
CWM
61
Connecticut Wealth Management
Connecticut
$170K -$981 -77 -0.6%
GCP
62
Gill Capital Partners
Colorado
$160K
Goldman Sachs
63
Goldman Sachs
New York
$138K -$2.99K -235 -2%
FFA
64
First Foundation Advisors
California
$137K -$64.4K -5,053 -33%
HPC
65
HM Payson & Co
Maine
$135K
AF
66
Advisornet Financial
Minnesota
$116K -$2.75K -216 -2%
PWPS
67
Pinnacle Wealth Planning Services
Ohio
$110K +$104K +8,177 New
FIA
68
FNY Investment Advisers
New York
$106K +$101K +7,900 New
AWG
69
Altus Wealth Group
Colorado
$37K +$34.6K +2,714 New
CFGS
70
Concourse Financial Group Securities
Alabama
$36K -$69.3K -5,439 -67%
PB
71
Pinnacle Bancorp
Nebraska
$24K
IAIM
72
International Assets Investment Management
Florida
$24K +$23.1K +1,811 New
NFSG
73
Newbridge Financial Services Group
Florida
$23K
SSC
74
Syverson Strege & Co
Iowa
$20K +$18.7K +1,467 New
AIC
75
Archer Investment Corporation
Indiana
$17.2K +$16.3K +1,279 New

JRI Hedge Fund Activity: Q4 2020 in Review

91 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Asset Income & Growth Fund (JRI) for Q4 2020, worth a combined $94.5M — up 23% from $76.6M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new JRI positions and 6 closed out — a net gain of 13 holders — while 20 added to existing stakes and 35 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $3.44M. The largest seller was Advisors Asset Management, cutting an estimated $1.61M.

  • 91 institutional investors held Nuveen Real Asset Income & Growth Fund (JRI) as of Q4 2020, up from 79 in Q3 2020.
  • Funds reported $94.5M of Nuveen Real Asset Income & Growth Fund stock for Q4 2020, up 23% quarter-over-quarter.
  • 19 funds opened new Nuveen Real Asset Income & Growth Fund positions in Q4 2020 and 6 closed out, a net change of +13 holders.
  • The largest Nuveen Real Asset Income & Growth Fund buyer in Q4 2020 was Sit Investment Associates, an estimated $3.44M added.
  • The largest Nuveen Real Asset Income & Growth Fund seller in Q4 2020 was Advisors Asset Management, an estimated $1.61M sold.

Based on aggregated 13F filings for Q4 2020.