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Nuveen Real Asset Income & Growth Fund
JRI

81 hedge funds and large institutions have $117M invested in Nuveen Real Asset Income & Growth Fund in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 38 increasing their positions, 19 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 19

24% more capital invested

Capital invested by funds: $94.5M → $117M (+$22.7M)

3.42% more ownership

Funds ownership: 25.56% → 28.99% (+3.4%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

11% less funds holding

Funds holding: 91 → 81 (-10)

53% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 17

Holders
81
Holders Change
-10
Holders Change %
-10.99%
% of All Funds
1.42%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
38
Reduced
19
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PPA
Parametric Portfolio Associates
Washington
+$20.7M
2
BWA
BDO Wealth Advisors
Florida
+$1.11M
3
Ameriprise
Ameriprise
Minnesota
+$686K
4
AIP
Ahrens Investment Partners
Louisiana
+$676K
5
SFS
Shaker Financial Services
Virginia
+$492K

Top Sellers

Rank Fund Capital Flow
1
CA
Cornerstone Advisors
North Carolina
-$3.01M
2
AAM
Advisors Asset Management
Colorado
-$2.14M
3
WAM
Wolverine Asset Management
Illinois
-$1.38M
4
QC
Quantedge Capital
Singapore
-$1.32M
5
CRC
Curi RMB Capital
Illinois
-$1.24M
Name Holding Trade Value Shares
Change 		Change in
Stake
DADC
51
D.A. Davidson & Co
Montana
$223K +$112 +8 +0.1%
AWM
52
AE Wealth Management
Kansas
$219K +$209K +14,849 New
KAS
53
Kestra Advisory Services
Texas
$216K +$2.11K +150 +1%
WDC
54
Woodward Diversified Capital
California
$214K -$102K -7,229 -33%
Commonwealth Equity Services
55
Commonwealth Equity Services
Massachusetts
$209K +$11.9K +847 +6%
ASN
56
Advisory Services Network
Georgia
$205K +$1.01K +72 +0.5%
Truist Financial
57
Truist Financial
North Carolina
$194K +$7.99K +568 +5%
CWM
58
Connecticut Wealth Management
Connecticut
$185K – – –
GCP
59
Gill Capital Partners
Colorado
$176K – – –
HPC
60
HM Payson & Co
Maine
$147K – – –
AF
61
Advisornet Financial
Minnesota
$129K +$2.54K +181 +2%
SWM
62
Spire Wealth Management
Virginia
$33K +$31.9K +2,270 New
FIA
63
FNY Investment Advisers
New York
$26K -$85.4K -6,077 -77%
PB
64
Pinnacle Bancorp
Nebraska
$26K – – –
NFSG
65
Newbridge Financial Services Group
Florida
$25K – – –
IAIM
66
International Assets Investment Management
Florida
$24K – – –
SSC
67
Syverson Strege & Co
Iowa
$22K +$281 +20 +1%
GWM
68
Geneos Wealth Management
Colorado
$18K – – –
HI
69
Hoey Investments
Pennsylvania
$18K – – –
DSC
70
Duncker Streett & Co
Missouri
$15K – – –
CFGS
71
Concourse Financial Group Securities
Alabama
$14K -$24.8K -1,761 -65%
FPB
72
First PREMIER Bank
South Dakota
$12K – – –
CFN
73
Cordasco Financial Network
Florida
$10K – – –
PNC Financial Services Group
74
PNC Financial Services Group
Pennsylvania
$10K +$56 +4 +0.6%
BFC
75
Bedel Financial Consulting
Indiana
$10K +$127 +9 +1%
1 2
3
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JRI Hedge Fund Activity: Q1 2021 in Review

81 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Asset Income & Growth Fund (JRI) for Q1 2021, worth a combined $117M — up 24% from $94.5M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of JRI and 8 opened new positions — a net loss of 9 holders — while 19 trimmed existing stakes and 38 added.

The largest buyer was Parametric Portfolio Associates, adding an estimated $20.7M. The largest seller was Cornerstone Advisors, cutting an estimated $3.01M.

  • 81 institutional investors held Nuveen Real Asset Income & Growth Fund (JRI) as of Q1 2021, down from 91 in Q4 2020.
  • Funds reported $117M of Nuveen Real Asset Income & Growth Fund stock for Q1 2021, up 24% quarter-over-quarter.
  • 8 funds opened new Nuveen Real Asset Income & Growth Fund positions in Q1 2021 and 17 closed out, a net change of -9 holders.
  • The largest Nuveen Real Asset Income & Growth Fund buyer in Q1 2021 was Parametric Portfolio Associates, an estimated $20.7M added.
  • The largest Nuveen Real Asset Income & Growth Fund seller in Q1 2021 was Cornerstone Advisors, an estimated $3.01M sold.

Based on aggregated 13F filings for Q1 2021.