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Nuveen Real Asset Income & Growth Fund

71 hedge funds and large institutions have $114M invested in Nuveen Real Asset Income & Growth Fund in 2021 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 28 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 22

0.99% less ownership

Funds ownership: 28.2%27.21% (-0.99%)

4% less funds holding

Funds holding: 7471 (-3)

9% less capital invested

Capital invested by funds: $126M → $114M (-$11.6M)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
71
Holders Change
-3
Holders Change %
-4.05%
% of All Funds
1.24%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
7
Increased
28
Reduced
22
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CW
51
CreativeOne Wealth
Kansas
$195K -$5.43K -340 -3%
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$186K
GCP
53
Gill Capital Partners
Colorado
$182K
CL
54
Choreo LLC
Illinois
$172K
AF
55
Advisornet Financial
Minnesota
$78K -$61.2K -3,830 -43%
FIA
56
FNY Investment Advisers
New York
$53K +$55.9K +3,500 New
SWM
57
Spire Wealth Management
Virginia
$35K
SSC
58
Syverson Strege & Co
Iowa
$24K +$447 +28 +2%
US Bancorp
59
US Bancorp
Minnesota
$23K
HI
60
Hoey Investments
Pennsylvania
$19K
GWM
61
Geneos Wealth Management
Colorado
$18K
CFGS
62
Concourse Financial Group Securities
Alabama
$17K +$3.91K +245 +28%
Koshinski Asset Management
63
Koshinski Asset Management
Illinois
$15.3K +$16K +1,000 New
FPB
64
First PREMIER Bank
South Dakota
$13K
BFC
65
Bedel Financial Consulting
Indiana
$11K +$208 +13 +2%
CFN
66
Cordasco Financial Network
Florida
$10K
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$10K
HIA
68
Harbor Investment Advisory
Maryland
$7K
TRCT
69
Tower Research Capital (TRC)
New York
$6K +$6.68K +418 New
DSC
70
Duncker Streett & Co
Missouri
$5K -$10.7K -669 -67%
Citigroup
71
Citigroup
New York
$2K -$381K -23,835 -100%
CA
72
Cornerstone Advisors
North Carolina
-$2.08M -129,680 Closed
ARC
73
Advisor Resource Council
Texas
-$387K -24,077 Closed
Goldman Sachs
74
Goldman Sachs
New York
-$187K -11,644 Closed
HPC
75
HM Payson & Co
Maine
-$161K -10,000 Closed

JRI Hedge Fund Activity: Q3 2021 in Review

71 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Asset Income & Growth Fund (JRI) for Q3 2021, worth a combined $114M — down 9.3% from $126M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of JRI and 7 opened new positions — a net loss of 1 holder — while 22 trimmed existing stakes and 28 added.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $3.81M. The largest seller was Sit Investment Associates, cutting an estimated $2.3M.

  • 71 institutional investors held Nuveen Real Asset Income & Growth Fund (JRI) as of Q3 2021, down from 74 in Q2 2021.
  • Funds reported $114M of Nuveen Real Asset Income & Growth Fund stock for Q3 2021, down 9.3% quarter-over-quarter.
  • 7 funds opened new Nuveen Real Asset Income & Growth Fund positions in Q3 2021 and 8 closed out, a net change of -1 holder.
  • The largest Nuveen Real Asset Income & Growth Fund buyer in Q3 2021 was Citadel Advisors, an estimated $3.81M added.
  • The largest Nuveen Real Asset Income & Growth Fund seller in Q3 2021 was Sit Investment Associates, an estimated $2.3M sold.

Based on aggregated 13F filings for Q3 2021.