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Nuveen Real Asset Income & Growth Fund
JRI

86 hedge funds and large institutions have $63.3M invested in Nuveen Real Asset Income & Growth Fund in 2020 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 25 increasing their positions, 31 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

9% more funds holding

Funds holding: 79 → 86 (+7)

1.09% more ownership

Funds ownership: 22.48% → 23.57% (+1.1%)

19% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 31

44% less capital invested

Capital invested by funds: $114M → $63.3M (-$50.3M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
86
Holders Change
+7
Holders Change %
+8.86%
% of All Funds
1.9%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
16
Increased
25
Reduced
31
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WAM
Wolverine Asset Management
Illinois
+$3.96M
2
PPA
Parametric Portfolio Associates
Washington
+$1.08M
3
MC
Matisse Capital
Oregon
+$840K
4
AAM
Advisors Asset Management
Colorado
+$800K
5
CRC
Curi RMB Capital
Illinois
+$771K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$1.31M
2
CA
Cornerstone Advisors
North Carolina
-$1.22M
3
RCM
Robinson Capital Management
Michigan
-$932K
4
CP
Camelot Portfolios
Ohio
-$723K
5
SCM
Sterneck Capital Management
Missouri
-$572K
Name Holding Trade Value Shares
Change 		Change in
Stake
PCMK
76
Paragon Capital Management (Kansas)
Kansas
$6K +$10.6K +652 New
AIC
77
Ameritas Investment Company
Nebraska
$5K +$3.25K +200 +67%
APA
78
American Portfolios Advisors
New York
$3.95K – – –
AA
79
Ancora Advisors
Ohio
$2K – – –
Carson Wealth (CWM LLC)
80
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
EIP
81
Ellis Investment Partners
Pennsylvania
$2K +$81 +5 +2%
WLPWM
82
Walled Lake Planning & Wealth Management
Illinois
$2K +$3.37K +207 New
SFS
83
Sowell Financial Services
Arkansas
$1K – – –
NL
84
NWAM LLC
Washington
$676 -$212K -13,052 -16%
RCM
85
Robinson Capital Management
Michigan
– -$932K -50,741 Closed
CCP
86
Cardan Capital Partners
Colorado
– -$434K -23,637 Closed
FIA
87
FNY Investment Advisers
New York
– -$167K -9,107 Closed
RIA
88
Realta Investment Advisors
Delaware
– -$54K -3,023 Closed
LC
89
Lindbrook Capital
California
– -$55K -3,000 Closed
PFO
90
Pathstone Family Office
New Jersey
– -$24.7K -1,519 -98%
Fifth Third Bancorp
91
Fifth Third Bancorp
Ohio
– -$27K -1,455 Closed
Fidelity Investments
92
Fidelity Investments
Massachusetts
– +$81 +5 +500%
1 2 3
4

JRI Hedge Fund Activity: Q1 2020 in Review

86 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Asset Income & Growth Fund (JRI) for Q1 2020, worth a combined $63.3M — down 44% from $114M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new JRI positions and 7 closed out — a net gain of 9 holders — while 25 added to existing stakes and 31 trimmed.

The largest buyer was Wolverine Asset Management, opening a new position worth an estimated $3.96M. The largest seller was Morgan Stanley, cutting an estimated $1.31M.

  • 86 institutional investors held Nuveen Real Asset Income & Growth Fund (JRI) as of Q1 2020, up from 79 in Q4 2019.
  • Funds reported $63.3M of Nuveen Real Asset Income & Growth Fund stock for Q1 2020, down 44% quarter-over-quarter.
  • 16 funds opened new Nuveen Real Asset Income & Growth Fund positions in Q1 2020 and 7 closed out, a net change of +9 holders.
  • The largest Nuveen Real Asset Income & Growth Fund buyer in Q1 2020 was Wolverine Asset Management, an estimated $3.96M added.
  • The largest Nuveen Real Asset Income & Growth Fund seller in Q1 2020 was Morgan Stanley, an estimated $1.31M sold.

Based on aggregated 13F filings for Q1 2020.