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Nuveen Real Asset Income & Growth Fund
JRI

75 hedge funds and large institutions have $116M invested in Nuveen Real Asset Income & Growth Fund in 2018 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 24 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

6% more funds holding

Funds holding: 71 → 75 (+4)

4% more capital invested

Capital invested by funds: $112M → $116M (+$4.25M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

8% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 24

38.58% less ownership

Funds ownership: 64.47% → 25.89% (-39%)

Holders
75
Holders Change
+4
Holders Change %
+5.63%
% of All Funds
1.72%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
10
Increased
22
Reduced
24
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$4.69M
2
WAM
Wolverine Asset Management
Illinois
+$2.27M
3
VIA
Vident Investment Advisory
Georgia
+$2.14M
4
First Trust Advisors
First Trust Advisors
Illinois
+$1.13M
5
PPA
Parametric Portfolio Associates
Washington
+$1.1M

Top Sellers

1
LTFS
Ladenburg Thalmann Financial Services
Florida
-$1.05M
2
Bank of America
Bank of America
North Carolina
-$638K
3
Millennium Management
Millennium Management
New York
-$602K
4
BTS
BB&T Securities
Virginia
-$447K
5
WCM
Windsor Capital Management
Arizona
-$298K
Name Holding Trade Value Shares
Change 		Change in
Stake
PNC Financial Services Group
76
PNC Financial Services Group
Pennsylvania
$1K – – –
ClearBridge Investments
77
ClearBridge Investments
New York
$1K +$85 +5 New
Susquehanna International Group
78
Susquehanna International Group
Pennsylvania
– -$231K -12,962 Closed
UFG
79
United Fire Group
Iowa
– -$156K -8,768 Closed
VCM
80
Versant Capital Management
Arizona
– -$39.6K -2,337 Closed
Carson Wealth (CWM LLC)
81
Carson Wealth (CWM LLC)
Nebraska
– -$13K -751 Closed
CA
82
Calton & Associates
Florida
– -$3K -202 Closed
TRCT
83
Tower Research Capital (TRC)
New York
– -$2K -100 Closed
1 2 3
4

JRI Hedge Fund Activity: Q1 2018 in Review

75 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Asset Income & Growth Fund (JRI) for Q1 2018, worth a combined $116M — up 3.8% from $112M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new JRI positions and 6 closed out — a net gain of 4 holders — while 22 added to existing stakes and 24 trimmed.

The largest buyer was UBS Group, adding an estimated $4.69M. The largest seller was Ladenburg Thalmann Financial Services, cutting an estimated $1.05M.

  • 75 institutional investors held Nuveen Real Asset Income & Growth Fund (JRI) as of Q1 2018, up from 71 in Q4 2017.
  • Funds reported $116M of Nuveen Real Asset Income & Growth Fund stock for Q1 2018, up 3.8% quarter-over-quarter.
  • 10 funds opened new Nuveen Real Asset Income & Growth Fund positions in Q1 2018 and 6 closed out, a net change of +4 holders.
  • The largest Nuveen Real Asset Income & Growth Fund buyer in Q1 2018 was UBS Group, an estimated $4.69M added.
  • The largest Nuveen Real Asset Income & Growth Fund seller in Q1 2018 was Ladenburg Thalmann Financial Services, an estimated $1.05M sold.

Based on aggregated 13F filings for Q1 2018.