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Nuveen Real Asset Income & Growth Fund
JRI

81 hedge funds and large institutions have $116M invested in Nuveen Real Asset Income & Growth Fund in 2021 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 21 increasing their positions, 30 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 7

14% more funds holding

Funds holding: 71 → 81 (+10)

2% more capital invested

Capital invested by funds: $114M → $116M (+$2.15M)

0.97% less ownership

Funds ownership: 27.21% → 26.24% (-0.97%)

30% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 30

Holders
81
Holders Change
+10
Holders Change %
+14.08%
% of All Funds
1.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
21
Reduced
30
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SFS
Shaker Financial Services
Virginia
+$1.15M
2
CA
Cornerstone Advisors
North Carolina
+$1.07M
3
WAM
Wolverine Asset Management
Illinois
+$1.06M
4
NA
NewEdge Advisors
Louisiana
+$526K
5
QC
Quantedge Capital
Singapore
+$319K

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$3.64M
2
PPA
Parametric Portfolio Associates
Washington
-$2.76M
3
AAM
Advisors Asset Management
Colorado
-$1.79M
4
HI
Harbour Investments
Wisconsin
-$904K
5
LPL Financial
LPL Financial
California
-$715K
Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
51
Canal Capital Management
Virginia
$237K +$10.6K +683 +5%
ASN
52
Advisory Services Network
Georgia
$228K +$1.06K +68 +0.5%
Mariner
53
Mariner
Kansas
$214K -$51.7K -3,325 -20%
WDC
54
Woodward Diversified Capital
California
$213K +$206K +13,242 New
Janney Montgomery Scott
55
Janney Montgomery Scott
Pennsylvania
$197K – – –
GCP
56
Gill Capital Partners
Colorado
$192K – – –
Commonwealth Equity Services
57
Commonwealth Equity Services
Massachusetts
$189K -$40.5K -2,607 -18%
CL
58
Choreo LLC
Illinois
$181K – – –
CA
59
CoreCap Advisors
Michigan
$113K +$108K +6,982 New
CCM
60
Chilton Capital Management
Texas
$48K +$46.6K +3,000 New
AF
61
Advisornet Financial
Minnesota
$41K -$39.9K -2,569 -50%
Koshinski Asset Management
62
Koshinski Asset Management
Illinois
$38.7K +$21.7K +1,400 +140%
FFWM
63
Future Financial Wealth Management
Ohio
$26K +$24.6K +1,583 New
SSC
64
Syverson Strege & Co
Iowa
$25K +$590 +38 +2%
HI
65
Hoey Investments
Pennsylvania
$20K – – –
GWM
66
Geneos Wealth Management
Colorado
$19K – – –
SWM
67
Spire Wealth Management
Virginia
$18K -$17.6K -1,135 -50%
FPWM
68
FSB Premier Wealth Management
Iowa
$16K +$15.9K +1,026 New
FPB
69
First PREMIER Bank
South Dakota
$13K – – –
BFC
70
Bedel Financial Consulting
Indiana
$12K +$264 +17 +2%
CFN
71
Cordasco Financial Network
Florida
$11K – – –
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
$11K – – –
SFM
73
Signet Financial Management
New Jersey
$11K +$10.7K +690 New
LFG
74
Larson Financial Group
Missouri
$8K +$7.77K +500 New
HIA
75
Harbor Investment Advisory
Maryland
$7K – – –
1 2
3
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JRI Hedge Fund Activity: Q4 2021 in Review

81 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Asset Income & Growth Fund (JRI) for Q4 2021, worth a combined $116M — up 1.9% from $114M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new JRI positions and 7 closed out — a net gain of 11 holders — while 21 added to existing stakes and 30 trimmed.

The largest buyer was Shaker Financial Services, opening a new position worth an estimated $1.15M. The largest seller was Citadel Advisors, exiting entirely with an estimated $3.64M sold.

  • 81 institutional investors held Nuveen Real Asset Income & Growth Fund (JRI) as of Q4 2021, up from 71 in Q3 2021.
  • Funds reported $116M of Nuveen Real Asset Income & Growth Fund stock for Q4 2021, up 1.9% quarter-over-quarter.
  • 18 funds opened new Nuveen Real Asset Income & Growth Fund positions in Q4 2021 and 7 closed out, a net change of +11 holders.
  • The largest Nuveen Real Asset Income & Growth Fund buyer in Q4 2021 was Shaker Financial Services, an estimated $1.15M added.
  • The largest Nuveen Real Asset Income & Growth Fund seller in Q4 2021 was Citadel Advisors, an estimated $3.64M sold.

Based on aggregated 13F filings for Q4 2021.