We are live on ! Find out more
JRI icon

Nuveen Real Asset Income & Growth Fund
JRI

78 hedge funds and large institutions have $87.9M invested in Nuveen Real Asset Income & Growth Fund in 2022 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 25 increasing their positions, 24 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

8% more capital invested

Capital invested by funds: $81.2M → $87.9M (+$6.7M)

4% more funds holding

Funds holding: 75 → 78 (+3)

1.19% more ownership

Funds ownership: 26.47% → 27.66% (+1.2%)

4% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 24

Holders
78
Holders Change
+3
Holders Change %
+4%
% of All Funds
1.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
25
Reduced
24
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
+$3.38M
2
CA
Cornerstone Advisors
North Carolina
+$2.53M
3
Ameriprise
Ameriprise
Minnesota
+$606K
4
LSC
Logan Stone Capital
Illinois
+$475K
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$373K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$1.81M
2
DBT
Dubuque Bank & Trust
Iowa
-$1.27M
3
UBS Group
UBS Group
Switzerland
-$423K
4
SFS
Shaker Financial Services
Virginia
-$355K
5
Walleye Capital
Walleye Capital
New York
-$318K
Name Holding Trade Value Shares
Change 		Change in
Stake
F
51
F3Logic
Minnesota
$173K -$15.6K -1,343 -8%
GBS
52
Gallagher Benefit Services
Illinois
$173K +$172K +14,806 New
KAS
53
Kestra Advisory Services
Texas
$159K +$39.8K +3,423 +34%
MWM
54
Melfa Wealth Management
Massachusetts
$148K +$147K +12,629 New
BAM
55
Belpointe Asset Management
Nevada
$146K +$145K +12,461 New
LCM
56
Landscape Capital Management
New Jersey
$144K +$143K +12,345 New
GCP
57
Gill Capital Partners
Colorado
$140K – – –
VHAM
58
Van Hulzen Asset Management
California
$139K -$34.9K -3,007 -20%
AIP
59
Ahrens Investment Partners
Louisiana
$131K +$130K +11,178 New
WDC
60
Woodward Diversified Capital
California
$126K – – –
DADC
61
D.A. Davidson & Co
Montana
$122K -$19.5K -1,675 -14%
EC
62
Elequin Capital
New York
$88.4K +$87.8K +7,558 New
IA
63
IFP Advisors
Florida
$31K -$23 -2 -0.1%
BC
64
Barrett & Company
Rhode Island
$30.1K – – –
PFG
65
Piershale Financial Group
Illinois
$23.4K +$23.2K +2,000 New
SWM
66
Spire Wealth Management
Virginia
$13K – – –
FPB
67
First PREMIER Bank
South Dakota
$10K – – –
IGWM
68
ICA Group Wealth Management
Colorado
$7.41K +$6.68K +575 New
HCM
69
Hollencrest Capital Management
California
$7.38K +$7.33K +631 New
HI
70
Hoey Investments
Pennsylvania
$5.9K -$8.53K -734 -59%
LFG
71
Larson Financial Group
Missouri
$5.85K – – –
GEA
72
Glen Eagle Advisors
New Jersey
$5.47K +$174 +15 +3%
HIA
73
Harbor Investment Advisory
Maryland
$5.26K – – –
SC
74
Stephens Consulting
Michigan
$4.79K – – –
DSC
75
Duncker Streett & Co
Missouri
$3.92K – – –
1 2
3
4

JRI Hedge Fund Activity: Q4 2022 in Review

78 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Asset Income & Growth Fund (JRI) for Q4 2022, worth a combined $87.9M — up 8.3% from $81.2M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new JRI positions and 10 closed out — a net gain of 5 holders — while 25 added to existing stakes and 24 trimmed.

The largest buyer was Saba Capital Management, adding an estimated $3.38M. The largest seller was Morgan Stanley, cutting an estimated $1.81M.

  • 78 institutional investors held Nuveen Real Asset Income & Growth Fund (JRI) as of Q4 2022, up from 75 in Q3 2022.
  • Funds reported $87.9M of Nuveen Real Asset Income & Growth Fund stock for Q4 2022, up 8.3% quarter-over-quarter.
  • 15 funds opened new Nuveen Real Asset Income & Growth Fund positions in Q4 2022 and 10 closed out, a net change of +5 holders.
  • The largest Nuveen Real Asset Income & Growth Fund buyer in Q4 2022 was Saba Capital Management, an estimated $3.38M added.
  • The largest Nuveen Real Asset Income & Growth Fund seller in Q4 2022 was Morgan Stanley, an estimated $1.81M sold.

Based on aggregated 13F filings for Q4 2022.