Nuveen Real Asset Income & Growth Fund
JRI
74 hedge funds and large institutions have $87.6M invested in Nuveen Real Asset Income & Growth Fund in 2024 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 18 increasing their positions, 23 reducing their positions, and 11 closing their positions.
18% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 11
3% more funds holding
Funds holding: 72 → 74 (+2)
5.67% less ownership
Funds ownership: 29.01% → 23.33% (-5.7%)
10% less capital invested
Capital invested by funds: $96.8M → $87.6M (-$9.2M)
22% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 23
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCM
Penserra Capital Management
Orinda,
California
|
+$9.75M |
| 2 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
+$2.89M |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$617K |
| 4 |
LPL Financial
San Diego,
California
|
+$604K |
| 5 |
PIWA
Prevail Innovative Wealth Advisors
Leawood,
Kansas
|
+$365K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Saba Capital Management
New York
|
-$26.5M |
| 2 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
-$1.43M |
| 3 |
Pathstone Holdings
Englewood,
New Jersey
|
-$1.22M |
| 4 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$1.16M |
| 5 |
Morgan Stanley
New York
|
-$787K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AA
76
AQR Arbitrage
Greenwich,
Connecticut
| – | -$1.43M | -117,820 | Closed |
|
|
77
Pathstone Holdings
Englewood,
New Jersey
| – | -$1.22M | -99,926 | Closed |
|
|
SCM
78
Sterneck Capital Management
Kansas City,
Missouri
| – | -$632K | -51,930 | Closed |
|
|
CA
79
Cornerstone Advisors
Asheville,
North Carolina
| – | -$608K | -49,968 | Closed |
|
|
QC
80
Quantedge Capital
Singapore
| – | -$308K | -25,295 | Closed |
|
81
Corient Private Wealth
Miami,
Florida
| – | -$207K | -16,988 | Closed |
|
|
ADL
82
Asset Dedication LLC
San Francisco,
California
| – | -$14.9K | -1,226 | Closed |
|
|
ANBT
83
American National Bank & Trust
Wichita Falls,
Texas
| – | -$6.27K | -515 | Closed |
|
84
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$3.8K | -312 | Closed |
|
|
BWP
85
Baldwin Wealth Partners
Marion,
Massachusetts
| – | -$2.43K | -200 | Closed |
|
86
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$183 | -15 | Closed |
|
JRI Hedge Fund Activity: Q3 2024 in Review
74 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Asset Income & Growth Fund (JRI) for Q3 2024, worth a combined $87.6M — down 9.5% from $96.8M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new JRI positions and 11 closed out — a net gain of 2 holders — while 18 added to existing stakes and 23 trimmed.
The largest buyer was Penserra Capital Management, opening a new position worth an estimated $9.75M. The largest seller was Saba Capital Management, cutting an estimated $26.5M.
- 74 institutional investors held Nuveen Real Asset Income & Growth Fund (JRI) as of Q3 2024, up from 72 in Q2 2024.
- Funds reported $87.6M of Nuveen Real Asset Income & Growth Fund stock for Q3 2024, down 9.5% quarter-over-quarter.
- 13 funds opened new Nuveen Real Asset Income & Growth Fund positions in Q3 2024 and 11 closed out, a net change of +2 holders.
- The largest Nuveen Real Asset Income & Growth Fund buyer in Q3 2024 was Penserra Capital Management, an estimated $9.75M added.
- The largest Nuveen Real Asset Income & Growth Fund seller in Q3 2024 was Saba Capital Management, an estimated $26.5M sold.
Based on aggregated 13F filings for Q3 2024.