Nuveen Real Asset Income & Growth Fund
JRI
76 hedge funds and large institutions have $130M invested in Nuveen Real Asset Income & Growth Fund in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 19 increasing their positions, 28 reducing their positions, and 5 closing their positions.
180% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 5
42% more capital invested
Capital invested by funds: $91.8M → $130M (+$38.1M)
12% more funds holding
Funds holding: 68 → 76 (+8)
8.89% more ownership
Funds ownership: 31.51% → 40.4% (+8.9%)
32% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 28
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$18.8M |
| 2 |
SCM
Saba Capital Management
New York
|
+$5.82M |
| 3 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$2.35M |
| 4 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$367K |
| 5 |
CP
Camelot Portfolios
Maumee,
Ohio
|
+$338K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.51M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$626K |
| 3 |
LSC
Logan Stone Capital
Chicago,
Illinois
|
-$446K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$433K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$332K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
JP Morgan Chase
New York
| $586 | – | – | – |
|
|
77
Citadel Advisors
Miami,
Florida
| – | -$1.51M | -142,435 | Closed |
|
|
LSC
78
Logan Stone Capital
Chicago,
Illinois
| – | -$446K | -42,024 | Closed |
|
|
AWM
79
AE Wealth Management
Topeka,
Kansas
| – | -$184K | -17,284 | Closed |
|
|
UCFA
80
United Capital Financial Advisors
Irving,
Texas
| – | -$121K | -11,430 | Closed |
|
|
FIA
81
FNY Investment Advisers
New York
| – | -$7K | -700 | Closed |
|
JRI Hedge Fund Activity: Q4 2023 in Review
76 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Asset Income & Growth Fund (JRI) for Q4 2023, worth a combined $130M — up 42% from $91.8M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new JRI positions and 5 closed out — a net gain of 9 holders — while 19 added to existing stakes and 28 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $18.8M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.51M sold.
- 76 institutional investors held Nuveen Real Asset Income & Growth Fund (JRI) as of Q4 2023, up from 68 in Q3 2023.
- Funds reported $130M of Nuveen Real Asset Income & Growth Fund stock for Q4 2023, up 42% quarter-over-quarter.
- 14 funds opened new Nuveen Real Asset Income & Growth Fund positions in Q4 2023 and 5 closed out, a net change of +9 holders.
- The largest Nuveen Real Asset Income & Growth Fund buyer in Q4 2023 was Morgan Stanley, an estimated $18.8M added.
- The largest Nuveen Real Asset Income & Growth Fund seller in Q4 2023 was Citadel Advisors, an estimated $1.51M sold.
Based on aggregated 13F filings for Q4 2023.