Nuveen Real Asset Income & Growth Fund
JRI
75 hedge funds and large institutions have $91.6M invested in Nuveen Real Asset Income & Growth Fund in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 29 reducing their positions, and 7 closing their positions.
29% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 7
1.49% more ownership
Funds ownership: 27.74% → 29.23% (+1.5%)
1% more funds holding
Funds holding: 74 → 75 (+1)
3% more capital invested
Capital invested by funds: $89.1M → $91.6M (+$2.5M)
31% less repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 29
Top Buyers
| 1 |
SCM
Saba Capital Management
New York
|
+$3.82M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$1.66M |
| 3 |
Morgan Stanley
New York
|
+$1.01M |
| 4 |
RL
RPO LLC
Stamford,
Connecticut
|
+$821K |
| 5 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
+$559K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CIA
76
Capital Investment Advisors
Atlanta,
Georgia
| – | -$317K | -27,017 | Closed |
|
|
BAM
77
Belpointe Asset Management
Reno,
Nevada
| – | -$44.2K | -3,761 | Closed |
|
|
SS
78
Sunbelt Securities
Houston,
Texas
| – | -$11.5K | -1,000 | Closed |
|
|
AAS
79
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$5.58K | -476 | Closed |
|
|
AF
80
Allworth Financial
Folsom,
California
| – | -$3.52K | -300 | Closed |
|
|
LWP
81
Lumature Wealth Partners
Alpharetta,
Georgia
| – | -$1.01K | -86 | Closed |
|
82
US Bancorp
Minneapolis,
Minnesota
| – | -$951 | -81 | Closed |
|
JRI Hedge Fund Activity: Q2 2023 in Review
75 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Asset Income & Growth Fund (JRI) for Q2 2023, worth a combined $91.6M — up 2.8% from $89.1M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new JRI positions and 7 closed out — a net gain of 2 holders — while 20 added to existing stakes and 29 trimmed.
The largest buyer was Saba Capital Management, adding an estimated $3.82M. The largest seller was Cetera Advisor Networks, cutting an estimated $1.6M.
- 75 institutional investors held Nuveen Real Asset Income & Growth Fund (JRI) as of Q2 2023, up from 74 in Q1 2023.
- Funds reported $91.6M of Nuveen Real Asset Income & Growth Fund stock for Q2 2023, up 2.8% quarter-over-quarter.
- 9 funds opened new Nuveen Real Asset Income & Growth Fund positions in Q2 2023 and 7 closed out, a net change of +2 holders.
- The largest Nuveen Real Asset Income & Growth Fund buyer in Q2 2023 was Saba Capital Management, an estimated $3.82M added.
- The largest Nuveen Real Asset Income & Growth Fund seller in Q2 2023 was Cetera Advisor Networks, an estimated $1.6M sold.
Based on aggregated 13F filings for Q2 2023.