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Nuveen Real Asset Income & Growth Fund
JRI

74 hedge funds and large institutions have $89.1M invested in Nuveen Real Asset Income & Growth Fund in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 23 increasing their positions, 23 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $87.9M → $89.1M (+$1.24M)

0.08% more ownership

Funds ownership: 27.66% → 27.74% (+0.08%)

0% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 23

8% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 12

5% less funds holding

Funds holding: 78 → 74 (-4)

Holders
74
Holders Change
-4
Holders Change %
-5.13%
% of All Funds
1.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
23
Reduced
23
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
+$3.19M
2
CA
Cornerstone Advisors
North Carolina
+$791K
3
UBS Group
UBS Group
Switzerland
+$728K
4
AA
AQR Arbitrage
Connecticut
+$383K
5
WP
Woodline Partners
California
+$365K

Top Sellers

Rank Fund Capital Flow
1
GA
GraniteShares Advisors
New York
-$2.27M
2
DBT
Dubuque Bank & Trust
Iowa
-$1.75M
3
Morgan Stanley
Morgan Stanley
New York
-$545K
4
First Trust Advisors
First Trust Advisors
Illinois
-$405K
5
RVPG
Relative Value Partners Group
-$311K
Name Holding Trade Value Shares
Change 		Change in
Stake
GCP
51
Gill Capital Partners
Colorado
$140K – – –
WDC
52
Woodward Diversified Capital
California
$126K – – –
AIP
53
Ahrens Investment Partners
Louisiana
$119K -$12.1K -1,000 -9%
JP Morgan Chase
54
JP Morgan Chase
New York
$89K +$91.8K +7,575 New
BAM
55
Belpointe Asset Management
Nevada
$44.2K -$105K -8,700 -70%
CCM
56
Chilton Capital Management
Texas
$29.4K +$30.3K +2,500 New
PFG
57
Piershale Financial Group
Illinois
$23.8K +$376 +31 +2%
SWM
58
Spire Wealth Management
Virginia
$13.3K – – –
SS
59
Sunbelt Securities
Texas
$11.5K +$12.1K +1,000 New
FPB
60
First PREMIER Bank
South Dakota
$10K – – –
FIA
61
FNY Investment Advisers
New York
$8K +$8.48K +700 New
HCM
62
Hollencrest Capital Management
California
$7.41K – – –
IGWM
63
ICA Group Wealth Management
Colorado
$6.75K – – –
HI
64
Hoey Investments
Pennsylvania
$5.92K – – –
LFG
65
Larson Financial Group
Missouri
$5.87K – – –
AAS
66
Ameritas Advisory Services
Nebraska
$5.58K +$5.77K +476 New
HIA
67
Harbor Investment Advisory
Maryland
$5.28K – – –
SC
68
Stephens Consulting
Michigan
$4.8K – – –
DSC
69
Duncker Streett & Co
Missouri
$3.93K – – –
AF
70
Allworth Financial
California
$3.52K +$3.63K +300 New
EWA
71
EverSource Wealth Advisors
Alabama
$2.48K – – –
LWP
72
Lumature Wealth Partners
Georgia
$1.01K +$1.04K +86 New
US Bancorp
73
US Bancorp
Minnesota
$951 – – –
Commonwealth Equity Services
74
Commonwealth Equity Services
Massachusetts
$264 +$40K +3,300 +17%
GA
75
GraniteShares Advisors
New York
– -$2.27M -193,826 Closed
1 2
3
4

JRI Hedge Fund Activity: Q1 2023 in Review

74 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Asset Income & Growth Fund (JRI) for Q1 2023, worth a combined $89.1M — up 1.4% from $87.9M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of JRI and 11 opened new positions — a net loss of 1 holder — while 23 trimmed existing stakes and 23 added.

The largest buyer was Saba Capital Management, adding an estimated $3.19M. The largest seller was GraniteShares Advisors, exiting entirely with an estimated $2.27M sold.

  • 74 institutional investors held Nuveen Real Asset Income & Growth Fund (JRI) as of Q1 2023, down from 78 in Q4 2022.
  • Funds reported $89.1M of Nuveen Real Asset Income & Growth Fund stock for Q1 2023, up 1.4% quarter-over-quarter.
  • 11 funds opened new Nuveen Real Asset Income & Growth Fund positions in Q1 2023 and 12 closed out, a net change of -1 holder.
  • The largest Nuveen Real Asset Income & Growth Fund buyer in Q1 2023 was Saba Capital Management, an estimated $3.19M added.
  • The largest Nuveen Real Asset Income & Growth Fund seller in Q1 2023 was GraniteShares Advisors, an estimated $2.27M sold.

Based on aggregated 13F filings for Q1 2023.