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Nuveen Real Asset Income & Growth Fund

74 hedge funds and large institutions have $126M invested in Nuveen Real Asset Income & Growth Fund in 2021 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 27 increasing their positions, 20 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 20

7% more capital invested

Capital invested by funds: $117M → $126M (+$8.38M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.79% less ownership

Funds ownership: 28.99%28.2% (-0.79%)

9% less funds holding

Funds holding: 8174 (-7)

50% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 14

Holders
74
Holders Change
-7
Holders Change %
-8.64%
% of All Funds
1.29%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
27
Reduced
20
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$219K -$8.15K -521 -4%
CW
52
CreativeOne Wealth
Kansas
$211K +$206K +13,158 New
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$196K +$191K +12,215 New
GCP
54
Gill Capital Partners
Colorado
$192K
Goldman Sachs
55
Goldman Sachs
New York
$187K +$182K +11,644 New
CL
56
Choreo LLC
Illinois
$182K +$176K +11,234 New
HPC
57
HM Payson & Co
Maine
$161K
AF
58
Advisornet Financial
Minnesota
$144K +$2.58K +165 +2%
SWM
59
Spire Wealth Management
Virginia
$36K
PB
60
Pinnacle Bancorp
Nebraska
$29K
NFSG
61
Newbridge Financial Services Group
Florida
$27K
SSC
62
Syverson Strege & Co
Iowa
$24K +$438 +28 +2%
US Bancorp
63
US Bancorp
Minnesota
$24K +$23.5K +1,500 New
HI
64
Hoey Investments
Pennsylvania
$20K
GWM
65
Geneos Wealth Management
Colorado
$19K
DSC
66
Duncker Streett & Co
Missouri
$16K
CFGS
67
Concourse Financial Group Securities
Alabama
$14K -$1.05K -67 -7%
FPB
68
First PREMIER Bank
South Dakota
$13K
CFN
69
Cordasco Financial Network
Florida
$11K
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$11K
BFC
71
Bedel Financial Consulting
Indiana
$11K +$203 +13 +2%
HIA
72
Harbor Investment Advisory
Maryland
$7K
PGWM
73
Parisi Gray Wealth Management
New Jersey
$7K +$6.73K +430 New
M1FG
74
Mach-1 Financial Group
Arkansas
$3K
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
$2K

JRI Hedge Fund Activity: Q2 2021 in Review

74 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Asset Income & Growth Fund (JRI) for Q2 2021, worth a combined $126M — up 7.1% from $117M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of JRI and 7 opened new positions — a net loss of 7 holders — while 20 trimmed existing stakes and 27 added.

The largest buyer was Parametric Portfolio Associates, adding an estimated $3.36M. The largest seller was Advisors Asset Management, cutting an estimated $1.58M.

  • 74 institutional investors held Nuveen Real Asset Income & Growth Fund (JRI) as of Q2 2021, down from 81 in Q1 2021.
  • Funds reported $126M of Nuveen Real Asset Income & Growth Fund stock for Q2 2021, up 7.1% quarter-over-quarter.
  • 7 funds opened new Nuveen Real Asset Income & Growth Fund positions in Q2 2021 and 14 closed out, a net change of -7 holders.
  • The largest Nuveen Real Asset Income & Growth Fund buyer in Q2 2021 was Parametric Portfolio Associates, an estimated $3.36M added.
  • The largest Nuveen Real Asset Income & Growth Fund seller in Q2 2021 was Advisors Asset Management, an estimated $1.58M sold.

Based on aggregated 13F filings for Q2 2021.