Nuveen Real Asset Income & Growth Fund
JRI
81 hedge funds and large institutions have $116M invested in Nuveen Real Asset Income & Growth Fund in 2021 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 21 increasing their positions, 30 reducing their positions, and 7 closing their positions.
157% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 7
14% more funds holding
Funds holding: 71 → 81 (+10)
2% more capital invested
Capital invested by funds: $114M → $116M (+$2.15M)
0.97% less ownership
Funds ownership: 27.21% → 26.24% (-0.97%)
30% less repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 30
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$1.15M |
| 2 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$1.07M |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$1.06M |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$526K |
| 5 |
QC
Quantedge Capital
Singapore
|
+$319K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$3.64M |
| 2 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$2.76M |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$1.79M |
| 4 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$904K |
| 5 |
LPL Financial
San Diego,
California
|
-$715K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SC
76
Stephens Consulting
Flint,
Michigan
| $6.59K | +$6.35K | +409 | New |
|
|
TRCT
77
Tower Research Capital (TRC)
New York
| $5K | -$1.66K | -107 | -26% |
|
|
DSC
78
Duncker Streett & Co
St. Louis,
Missouri
| $5K | – | – | – |
|
|
FAG
79
Fortitude Advisory Group
Gig Harbor,
Washington
| $4K | +$3.82K | +246 | New |
|
|
M1FG
80
Mach-1 Financial Group
Rogers,
Arkansas
| $3K | +$3.5K | +225 | New |
|
81
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $1K | +$528 | +34 | New |
|
|
82
Citadel Advisors
Miami,
Florida
| – | -$3.64M | -238,721 | Closed |
|
|
KAS
83
Kestra Advisory Services
Austin,
Texas
| – | -$315K | -20,678 | Closed |
|
|
CW
84
CreativeOne Wealth
Overland Park,
Kansas
| – | -$195K | -12,818 | Closed |
|
|
FIA
85
FNY Investment Advisers
New York
| – | -$53K | -3,500 | Closed |
|
86
US Bancorp
Minneapolis,
Minnesota
| – | -$23K | -1,500 | Closed |
|
|
CFGS
87
Concourse Financial Group Securities
Birmingham,
Alabama
| – | -$17.3K | -1,116 | Closed |
|
88
Citigroup
New York
| – | -$2K | -100 | Closed |
|
JRI Hedge Fund Activity: Q4 2021 in Review
81 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Asset Income & Growth Fund (JRI) for Q4 2021, worth a combined $116M — up 1.9% from $114M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new JRI positions and 7 closed out — a net gain of 11 holders — while 21 added to existing stakes and 30 trimmed.
The largest buyer was Shaker Financial Services, opening a new position worth an estimated $1.15M. The largest seller was Citadel Advisors, exiting entirely with an estimated $3.64M sold.
- 81 institutional investors held Nuveen Real Asset Income & Growth Fund (JRI) as of Q4 2021, up from 71 in Q3 2021.
- Funds reported $116M of Nuveen Real Asset Income & Growth Fund stock for Q4 2021, up 1.9% quarter-over-quarter.
- 18 funds opened new Nuveen Real Asset Income & Growth Fund positions in Q4 2021 and 7 closed out, a net change of +11 holders.
- The largest Nuveen Real Asset Income & Growth Fund buyer in Q4 2021 was Shaker Financial Services, an estimated $1.15M added.
- The largest Nuveen Real Asset Income & Growth Fund seller in Q4 2021 was Citadel Advisors, an estimated $3.64M sold.
Based on aggregated 13F filings for Q4 2021.