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Nuveen Real Asset Income & Growth Fund

75 hedge funds and large institutions have $91.6M invested in Nuveen Real Asset Income & Growth Fund in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 29 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

1.49% more ownership

Funds ownership: 27.74%29.23% (+1.5%)

1% more funds holding

Funds holding: 7475 (+1)

3% more capital invested

Capital invested by funds: $89.1M → $91.6M (+$2.5M)

31% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 29

Holders
75
Holders Change
+1
Holders Change %
+1.35%
% of All Funds
1.18%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
20
Reduced
29
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DBT
51
Dubuque Bank & Trust
Iowa
$149K -$216K -18,943 -59%
NAS
52
NWF Advisory Services
California
$147K
MWM
53
Melfa Wealth Management
Massachusetts
$138K
GCP
54
Gill Capital Partners
Colorado
$136K
IC
55
IEQ Capital
California
$129K +$129K +11,262 New
OC
56
Oppenheimer & Co
New York
$128K +$128K +11,243 New
GFA
57
Gallagher Fiduciary Advisors
Illinois
$126K -$44.4K -3,888 -26%
WDC
58
Woodward Diversified Capital
California
$123K
CCM
59
Chilton Capital Management
Texas
$28.6K
PFG
60
Piershale Financial Group
Illinois
$23.7K +$525 +46 +2%
JP Morgan Chase
61
JP Morgan Chase
New York
$16K -$70.5K -6,177 -82%
SWM
62
Spire Wealth Management
Virginia
$13K
LFG
63
Larson Financial Group
Missouri
$9.14K +$3.43K +300 +60%
FPB
64
First PREMIER Bank
South Dakota
$9K
HCM
65
Hollencrest Capital Management
California
$7.21K
FIA
66
FNY Investment Advisers
New York
$7K
HI
67
Hoey Investments
Pennsylvania
$5.76K
BC
68
Barrett & Company
Rhode Island
$5.71K +$5.71K +500 New
HIA
69
Harbor Investment Advisory
Maryland
$5.14K
SC
70
Stephens Consulting
Michigan
$4.67K
DSC
71
Duncker Streett & Co
Missouri
$3.83K
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
$3K +$3.12K +273 New
Citigroup
73
Citigroup
New York
$2.91K +$2.91K +255 New
EWA
74
EverSource Wealth Advisors
Alabama
$2.41K
IGWM
75
ICA Group Wealth Management
Colorado
$2.28K -$4.28K -375 -65%

JRI Hedge Fund Activity: Q2 2023 in Review

75 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Asset Income & Growth Fund (JRI) for Q2 2023, worth a combined $91.6M — up 2.8% from $89.1M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new JRI positions and 7 closed out — a net gain of 2 holders — while 20 added to existing stakes and 29 trimmed.

The largest buyer was Saba Capital Management, adding an estimated $3.82M. The largest seller was Cetera Advisor Networks, cutting an estimated $1.6M.

  • 75 institutional investors held Nuveen Real Asset Income & Growth Fund (JRI) as of Q2 2023, up from 74 in Q1 2023.
  • Funds reported $91.6M of Nuveen Real Asset Income & Growth Fund stock for Q2 2023, up 2.8% quarter-over-quarter.
  • 9 funds opened new Nuveen Real Asset Income & Growth Fund positions in Q2 2023 and 7 closed out, a net change of +2 holders.
  • The largest Nuveen Real Asset Income & Growth Fund buyer in Q2 2023 was Saba Capital Management, an estimated $3.82M added.
  • The largest Nuveen Real Asset Income & Growth Fund seller in Q2 2023 was Cetera Advisor Networks, an estimated $1.6M sold.

Based on aggregated 13F filings for Q2 2023.