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Nuveen Real Asset Income & Growth Fund
JRI

81 hedge funds and large institutions have $75.9M invested in Nuveen Real Asset Income & Growth Fund in 2020 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 30 increasing their positions, 30 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more capital invested

Capital invested by funds: $63.3M → $75.9M (+$12.6M)

0.06% more ownership

Funds ownership: 23.57% → 23.63% (+0.06%)

0% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 30

6% less funds holding

Funds holding: 86 → 81 (-5)

56% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 9

Holders
81
Holders Change
-5
Holders Change %
-5.81%
% of All Funds
1.66%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
30
Reduced
30
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
Cornerstone Advisors
North Carolina
+$2.14M
2
CRC
Curi RMB Capital
Illinois
+$637K
3
WAM
Wolverine Asset Management
Illinois
+$523K
4
AA
AQR Arbitrage
Connecticut
+$409K
5
RJA
Raymond James & Associates
Florida
+$345K

Top Sellers

1
RVPG
Relative Value Partners Group
-$810K
2
Bank of America
Bank of America
North Carolina
-$659K
3
Cohen & Steers
Cohen & Steers
New York
-$567K
4
Osaic Holdings
Osaic Holdings
Arizona
-$552K
5
Wells Fargo
Wells Fargo
California
-$450K
Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
76
Sowell Financial Services
Arkansas
$2K – – –
EIP
77
Ellis Investment Partners
Pennsylvania
$2K +$67 +6 +3%
WLPWM
78
Walled Lake Planning & Wealth Management
Illinois
$2K +$67 +6 +3%
Goldman Sachs
79
Goldman Sachs
New York
– -$194K -19,645 Closed
AC
80
Aristides Capital
Kentucky
– -$176K -17,790 Closed
KWM
81
Kingsview Wealth Management
Oregon
– -$126K -12,805 Closed
GCP
82
Gill Capital Partners
Colorado
– -$118K -11,932 Closed
WCM
83
Windsor Capital Management
Arizona
– -$100K -10,158 Closed
Northwestern Mutual Wealth Management
84
Northwestern Mutual Wealth Management
Wisconsin
– -$40K -4,013 Closed
WB
85
West Bancorporation
Iowa
– -$8K -833 Closed
PCMK
86
Paragon Capital Management (Kansas)
Kansas
– -$6K -652 Closed
AIC
87
Ameritas Investment Company
Nebraska
– -$5K -500 Closed
Fidelity Investments
88
Fidelity Investments
Massachusetts
– -$44 -4 -67%
EDRH
89
Edmond de Rothschild Holding
Switzerland
– +$67 +6 New
1 2 3
4

JRI Hedge Fund Activity: Q2 2020 in Review

81 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Asset Income & Growth Fund (JRI) for Q2 2020, worth a combined $75.9M — up 20% from $63.3M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of JRI and 4 opened new positions — a net loss of 5 holders — while 30 trimmed existing stakes and 30 added.

The largest buyer was Cornerstone Advisors, adding an estimated $2.14M. The largest seller was Relative Value Partners Group, cutting an estimated $810K.

  • 81 institutional investors held Nuveen Real Asset Income & Growth Fund (JRI) as of Q2 2020, down from 86 in Q1 2020.
  • Funds reported $75.9M of Nuveen Real Asset Income & Growth Fund stock for Q2 2020, up 20% quarter-over-quarter.
  • 4 funds opened new Nuveen Real Asset Income & Growth Fund positions in Q2 2020 and 9 closed out, a net change of -5 holders.
  • The largest Nuveen Real Asset Income & Growth Fund buyer in Q2 2020 was Cornerstone Advisors, an estimated $2.14M added.
  • The largest Nuveen Real Asset Income & Growth Fund seller in Q2 2020 was Relative Value Partners Group, an estimated $810K sold.

Based on aggregated 13F filings for Q2 2020.