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Nuveen Real Asset Income & Growth Fund
JRI

76 hedge funds and large institutions have $130M invested in Nuveen Real Asset Income & Growth Fund in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 19 increasing their positions, 28 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 5

42% more capital invested

Capital invested by funds: $91.8M → $130M (+$38.1M)

12% more funds holding

Funds holding: 68 → 76 (+8)

8.89% more ownership

Funds ownership: 31.51% → 40.4% (+8.9%)

32% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 28

Holders
76
Holders Change
+8
Holders Change %
+11.76%
% of All Funds
1.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
19
Reduced
28
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$18.8M
2
SCM
Saba Capital Management
New York
+$5.82M
3
SIA
Sit Investment Associates
Minnesota
+$2.35M
4
LCM
Landscape Capital Management
New Jersey
+$367K
5
CP
Camelot Portfolios
Ohio
+$338K

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$1.51M
2
Osaic Holdings
Osaic Holdings
Arizona
-$626K
3
LSC
Logan Stone Capital
Illinois
-$446K
4
Ameriprise
Ameriprise
Minnesota
-$433K
5
RJA
Raymond James & Associates
Florida
-$332K
Name Holding Trade Value Shares
Change 		Change in
Stake
NAS
51
NWF Advisory Services
California
$146K -$9.14K -850 -6%
PAS
52
Park Avenue Securities
New York
$146K -$23.9K -2,225 -15%
MWM
53
Melfa Wealth Management
Massachusetts
$142K – – –
HighTower Advisors
54
HighTower Advisors
Illinois
$141K +$130K +12,044 New
GCP
55
Gill Capital Partners
Colorado
$140K – – –
BBPWM
56
Blue Bell Private Wealth Management
Pennsylvania
$124K +$114K +10,600 New
BRWA
57
B. Riley Wealth Advisors
Florida
$120K -$14.7K -1,363 -12%
PS
58
Principal Securities
Iowa
$73K +$67K +6,225 New
GAMC
59
Garner Asset Management Corp
Texas
$54.3K +$50.7K +4,715 New
Comerica Bank
60
Comerica Bank
Texas
$35.5K +$6.49K +603 +25%
CCM
61
Chilton Capital Management
Texas
$29.3K – – –
TJHA
62
Thomas J. Herzfeld Advisors
Florida
$18.6K – – –
FGA
63
Fortis Group Advisors
New Jersey
$14.5K +$6.64K +617 +100%
VNA
64
Valley National Advisers
Pennsylvania
$14K +$13.1K +1,215 New
SWM
65
Spire Wealth Management
Virginia
$13.2K – – –
FPB
66
First PREMIER Bank
South Dakota
$10K – – –
LFG
67
Larson Financial Group
Missouri
$9.38K – – –
HCM
68
Hollencrest Capital Management
California
$7.39K – – –
ANBT
69
American National Bank & Trust
Texas
$6.04K +$5.54K +515 New
HI
70
Hoey Investments
Pennsylvania
$5.91K – – –
BC
71
Barrett & Company
Rhode Island
$5.86K – – –
SC
72
Stephens Consulting
Michigan
$4.79K – – –
DSC
73
Duncker Streett & Co
Missouri
$3.93K – – –
IGWM
74
ICA Group Wealth Management
Colorado
$2.34K +$2.15K +200 New
National Bank of Canada
75
National Bank of Canada
Quebec, Canada
$2.25K – – –
1 2
3
4

JRI Hedge Fund Activity: Q4 2023 in Review

76 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Asset Income & Growth Fund (JRI) for Q4 2023, worth a combined $130M — up 42% from $91.8M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new JRI positions and 5 closed out — a net gain of 9 holders — while 19 added to existing stakes and 28 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $18.8M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.51M sold.

  • 76 institutional investors held Nuveen Real Asset Income & Growth Fund (JRI) as of Q4 2023, up from 68 in Q3 2023.
  • Funds reported $130M of Nuveen Real Asset Income & Growth Fund stock for Q4 2023, up 42% quarter-over-quarter.
  • 14 funds opened new Nuveen Real Asset Income & Growth Fund positions in Q4 2023 and 5 closed out, a net change of +9 holders.
  • The largest Nuveen Real Asset Income & Growth Fund buyer in Q4 2023 was Morgan Stanley, an estimated $18.8M added.
  • The largest Nuveen Real Asset Income & Growth Fund seller in Q4 2023 was Citadel Advisors, an estimated $1.51M sold.

Based on aggregated 13F filings for Q4 2023.