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Nuveen Real Asset Income & Growth Fund

91 hedge funds and large institutions have $94.5M invested in Nuveen Real Asset Income & Growth Fund in 2020 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 20 increasing their positions, 35 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 6

23% more capital invested

Capital invested by funds: $76.6M → $94.5M (+$17.9M)

15% more funds holding

Funds holding: 7991 (+12)

2.47% more ownership

Funds ownership: 23.09%25.56% (+2.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

43% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 35

Holders
91
Holders Change
+12
Holders Change %
+15.19%
% of All Funds
1.61%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
20
Reduced
35
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
76
Geneos Wealth Management
Colorado
$17K
HI
77
Hoey Investments
Pennsylvania
$17K
DSC
78
Duncker Streett & Co
Missouri
$14K
FPB
79
First PREMIER Bank
South Dakota
$11K
CFN
80
Cordasco Financial Network
Florida
$9K
BFC
81
Bedel Financial Consulting
Indiana
$9K +$267 +21 +3%
PNC Financial Services Group
82
PNC Financial Services Group
Pennsylvania
$9K +$8.28K +650 New
HIA
83
Harbor Investment Advisory
Maryland
$8K
RA
84
Reby Advisors
Connecticut
$6K +$5.38K +422 New
APA
85
American Portfolios Advisors
New York
$5.38K
TRCT
86
Tower Research Capital (TRC)
New York
$4K +$3.53K +277 New
M1FG
87
Mach-1 Financial Group
Arkansas
$3K +$2.87K +225 New
WLPWM
88
Walled Lake Planning & Wealth Management
Illinois
$2K -$1.35K -106 -49%
Carson Wealth (CWM LLC)
89
Carson Wealth (CWM LLC)
Nebraska
$2K
SFS
90
Sowell Financial Services
Arkansas
$2K
FHA
91
Flagship Harbor Advisors
Massachusetts
-$80K -6,681 Closed
MPWT
92
MassMutual Private Wealth & Trust
Connecticut
-$11K -930 Closed
NNP
93
Nachman Norwood & Parrott
South Carolina
-$7K -540 Closed
EIP
94
Ellis Investment Partners
Pennsylvania
-$3K -249 Closed
AA
95
Ancora Advisors
Ohio
-$2K -182 Closed

JRI Hedge Fund Activity: Q4 2020 in Review

91 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Asset Income & Growth Fund (JRI) for Q4 2020, worth a combined $94.5M — up 23% from $76.6M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new JRI positions and 6 closed out — a net gain of 13 holders — while 20 added to existing stakes and 35 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $3.44M. The largest seller was Advisors Asset Management, cutting an estimated $1.61M.

  • 91 institutional investors held Nuveen Real Asset Income & Growth Fund (JRI) as of Q4 2020, up from 79 in Q3 2020.
  • Funds reported $94.5M of Nuveen Real Asset Income & Growth Fund stock for Q4 2020, up 23% quarter-over-quarter.
  • 19 funds opened new Nuveen Real Asset Income & Growth Fund positions in Q4 2020 and 6 closed out, a net change of +13 holders.
  • The largest Nuveen Real Asset Income & Growth Fund buyer in Q4 2020 was Sit Investment Associates, an estimated $3.44M added.
  • The largest Nuveen Real Asset Income & Growth Fund seller in Q4 2020 was Advisors Asset Management, an estimated $1.61M sold.

Based on aggregated 13F filings for Q4 2020.