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Nuveen Real Asset Income & Growth Fund
JRI

75 hedge funds and large institutions have $81.2M invested in Nuveen Real Asset Income & Growth Fund in 2022 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 28 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.12% less ownership

Funds ownership: 26.59% → 26.47% (-0.12%)

5% less funds holding

Funds holding: 79 → 75 (-4)

15% less capital invested

Capital invested by funds: $95.9M → $81.2M (-$14.7M)

23% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 13

29% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 28

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
75
Holders Change
-4
Holders Change %
-5.06%
% of All Funds
1.29%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
10
Increased
20
Reduced
28
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
Saba Capital Management
New York
+$1.13M
2
CA
Cornerstone Advisors
North Carolina
+$810K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$627K
4
Mariner
Mariner
Kansas
+$497K
5
CAN
Cetera Advisor Networks
California
+$474K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.39M
2
GC
Guggenheim Capital
Illinois
-$596K
3
Ameriprise
Ameriprise
Minnesota
-$540K
4
Wells Fargo
Wells Fargo
California
-$387K
5
CP
Camelot Portfolios
Ohio
-$387K
Name Holding Trade Value Shares
Change 		Change in
Stake
DADC
51
D.A. Davidson & Co
Montana
$135K -$3.3K -250 -2%
GCP
52
Gill Capital Partners
Colorado
$133K – – –
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$122K -$16.6K -1,260 -10%
WDC
54
Woodward Diversified Capital
California
$120K -$85.9K -6,506 -38%
SPC
55
Sigma Planning Corp
Michigan
$115K +$136K +10,282 New
KAS
56
Kestra Advisory Services
Texas
$113K -$65.6K -4,968 -33%
Northern Trust
57
Northern Trust
Illinois
$112K +$515 +39 +0.4%
IA
58
IFP Advisors
Florida
$32K -$541 -41 -2%
BC
59
Barrett & Company
Rhode Island
$30.1K +$34K +2,575 New
HI
60
Hoey Investments
Pennsylvania
$14K – – –
SWM
61
Spire Wealth Management
Virginia
$13K – – –
GI
62
Gradient Investments
Minnesota
$13K +$15.8K +1,195 New
MA
63
MUFG Americas
New York
$10K +$11.9K +900 New
FPB
64
First PREMIER Bank
South Dakota
$9K – – –
FIA
65
FNY Investment Advisers
New York
$7K – – –
LFG
66
Larson Financial Group
Missouri
$6K – – –
GEA
67
Glen Eagle Advisors
New Jersey
$5.04K +$5.97K +452 New
HIA
68
Harbor Investment Advisory
Maryland
$5K – – –
SC
69
Stephens Consulting
Michigan
$4.56K – – –
DSC
70
Duncker Streett & Co
Missouri
$4K – – –
Carson Wealth (CWM LLC)
71
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
M1FG
72
Mach-1 Financial Group
Arkansas
$2K – – –
FF
73
FourThought Financial
Florida
$2K +$1.88K +142 New
EWA
74
EverSource Wealth Advisors
Alabama
$2K +$2.79K +211 New
US Bancorp
75
US Bancorp
Minnesota
$1K – – –
1 2
3
4

JRI Hedge Fund Activity: Q3 2022 in Review

75 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Asset Income & Growth Fund (JRI) for Q3 2022, worth a combined $81.2M — down 15% from $95.9M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of JRI and 10 opened new positions — a net loss of 3 holders — while 28 trimmed existing stakes and 20 added.

The largest buyer was Saba Capital Management, opening a new position worth an estimated $1.13M. The largest seller was Morgan Stanley, cutting an estimated $1.39M.

  • 75 institutional investors held Nuveen Real Asset Income & Growth Fund (JRI) as of Q3 2022, down from 79 in Q2 2022.
  • Funds reported $81.2M of Nuveen Real Asset Income & Growth Fund stock for Q3 2022, down 15% quarter-over-quarter.
  • 10 funds opened new Nuveen Real Asset Income & Growth Fund positions in Q3 2022 and 13 closed out, a net change of -3 holders.
  • The largest Nuveen Real Asset Income & Growth Fund buyer in Q3 2022 was Saba Capital Management, an estimated $1.13M added.
  • The largest Nuveen Real Asset Income & Growth Fund seller in Q3 2022 was Morgan Stanley, an estimated $1.39M sold.

Based on aggregated 13F filings for Q3 2022.