Nuveen Real Asset Income & Growth Fund
JRI
78 hedge funds and large institutions have $117M invested in Nuveen Real Asset Income & Growth Fund in 2018 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 28 reducing their positions, and 6 closing their positions.
67% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 6
4% more funds holding
Funds holding: 75 → 78 (+3)
0% more capital invested
Capital invested by funds: $116M → $117M (+$327K)
0.05% more ownership
Funds ownership: 25.89% → 25.94% (+0.05%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
39% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 28
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$2.37M |
| 2 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$2.14M |
| 3 |
Cohen & Steers
New York
|
+$1.4M |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$1.27M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$893K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
ClearBridge Investments
New York
| $1K | +$16 | +1 | +20% |
|
77
US Bancorp
Minneapolis,
Minnesota
| $1K | +$620 | +38 | New |
|
|
PAG
78
Private Advisor Group
Morristown,
New Jersey
| – | -$528K | -32,574 | Closed |
|
|
SWM
79
Stockman Wealth Management
Billings,
Montana
| – | -$168K | -10,332 | Closed |
|
|
APP
80
Avantax Planning Partners
Dubuque,
Iowa
| – | -$91K | -5,613 | Closed |
|
|
KCPG
81
Kavar Capital Partners Group
Leawood,
Kansas
| – | -$49K | -3,007 | Closed |
|
|
SWP
82
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$17K | -1,056 | Closed |
|
|
GI
83
Gradient Investments
Arden Hills,
Minnesota
| – | -$7.91K | -485 | -97% |
|
|
GWM
84
Geneos Wealth Management
Englewood,
Colorado
| – | -$1K | -120 | Closed |
|
JRI Hedge Fund Activity: Q2 2018 in Review
78 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Asset Income & Growth Fund (JRI) for Q2 2018, worth a combined $117M — up 0.28% from $116M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new JRI positions and 6 closed out — a net gain of 4 holders — while 17 added to existing stakes and 28 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $2.37M. The largest seller was Advisors Asset Management, cutting an estimated $2.38M.
- 78 institutional investors held Nuveen Real Asset Income & Growth Fund (JRI) as of Q2 2018, up from 75 in Q1 2018.
- Funds reported $117M of Nuveen Real Asset Income & Growth Fund stock for Q2 2018, up 0.28% quarter-over-quarter.
- 10 funds opened new Nuveen Real Asset Income & Growth Fund positions in Q2 2018 and 6 closed out, a net change of +4 holders.
- The largest Nuveen Real Asset Income & Growth Fund buyer in Q2 2018 was Morgan Stanley, an estimated $2.37M added.
- The largest Nuveen Real Asset Income & Growth Fund seller in Q2 2018 was Advisors Asset Management, an estimated $2.38M sold.
Based on aggregated 13F filings for Q2 2018.