Nuveen Real Asset Income & Growth Fund
JRI
79 hedge funds and large institutions have $76.6M invested in Nuveen Real Asset Income & Growth Fund in 2020 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 24 increasing their positions, 31 reducing their positions, and 11 closing their positions.
1% more capital invested
Capital invested by funds: $75.9M → $76.6M (+$700K)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.54% less ownership
Funds ownership: 23.63% → 23.09% (-0.54%)
2% less funds holding
Funds holding: 81 → 79 (-2)
18% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 11
23% less repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 31
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$3.73M |
| 2 |
SCM
Sterneck Capital Management
Kansas City,
Missouri
|
+$372K |
| 3 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
+$370K |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$172K |
| 5 |
CWM
Connecticut Wealth Management
Farmington,
Connecticut
|
+$154K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$1.21M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$758K |
| 3 |
CP
Camelot Portfolios
Maumee,
Ohio
|
-$486K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$444K |
| 5 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$439K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $2K | – | – | – |
|
|
SFS
77
Sowell Financial Services
North Little Rock,
Arkansas
| $2K | +$97 | +8 | +6% |
|
|
SFS
78
Shaker Financial Services
Arlington,
Virginia
| – | -$439K | -37,572 | Closed |
|
|
LCM
79
Landscape Capital Management
Englewood,
New Jersey
| – | -$255K | -21,815 | Closed |
|
|
TJHA
80
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| – | -$224K | -18,344 | Closed |
|
|
DA
81
Doliver Advisors
Houston,
Texas
| – | -$155K | -13,294 | Closed |
|
|
IIC
82
Ironwood Investment Counsel
Scottsdale,
Arizona
| – | -$153K | -13,145 | Closed |
|
|
NWP
83
Northstar Wealth Partners
West Hartford,
Connecticut
| – | -$144K | -12,386 | Closed |
|
|
MC
84
Moors & Cabot
Boston,
Massachusetts
| – | -$135K | -11,350 | Closed |
|
|
BBPWM
85
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| – | -$30K | -2,832 | Closed |
|
|
OPS
86
Orion Portfolio Solutions
Omaha,
Nebraska
| – | -$12K | -1,048 | Closed |
|
|
WB
87
Webster Bank
Waterbury,
Connecticut
| – | -$9K | -750 | Closed |
|
JRI Hedge Fund Activity: Q3 2020 in Review
79 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Asset Income & Growth Fund (JRI) for Q3 2020, worth a combined $76.6M — up 0.92% from $75.9M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of JRI and 9 opened new positions — a net loss of 2 holders — while 31 trimmed existing stakes and 24 added.
The largest buyer was Sit Investment Associates, opening a new position worth an estimated $3.73M. The largest seller was Wolverine Asset Management, cutting an estimated $1.21M.
- 79 institutional investors held Nuveen Real Asset Income & Growth Fund (JRI) as of Q3 2020, down from 81 in Q2 2020.
- Funds reported $76.6M of Nuveen Real Asset Income & Growth Fund stock for Q3 2020, up 0.92% quarter-over-quarter.
- 9 funds opened new Nuveen Real Asset Income & Growth Fund positions in Q3 2020 and 11 closed out, a net change of -2 holders.
- The largest Nuveen Real Asset Income & Growth Fund buyer in Q3 2020 was Sit Investment Associates, an estimated $3.73M added.
- The largest Nuveen Real Asset Income & Growth Fund seller in Q3 2020 was Wolverine Asset Management, an estimated $1.21M sold.
Based on aggregated 13F filings for Q3 2020.