Nuveen Real Asset Income & Growth Fund
JRI
24 hedge funds and large institutions have $28.6M invested in Nuveen Real Asset Income & Growth Fund in 2013 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 3 reducing their positions, and 2 closing their positions.
400% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 3
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
14% more capital invested
Capital invested by funds: $25M → $28.6M (+$3.59M)
1.98% more ownership
Funds ownership: 13.68% → 15.65% (+2%)
0% more funds holding
Funds holding: 24 → 24 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$2.26M |
| 2 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$950K |
| 3 |
Morgan Stanley
New York
|
+$801K |
| 4 |
DC
Davenport & Co
Richmond,
Virginia
|
+$548K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$426K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
U
UBS
Zurich,
Switzerland
|
-$572K |
| 2 |
DA
Doliver Advisors
Houston,
Texas
|
-$522K |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$516K |
| 4 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$318K |
| 5 |
DFIM
Detwiler Fenton Investment Management
Boston,
Massachusetts
|
-$108K |
JRI Hedge Fund Activity: Q3 2013 in Review
24 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Asset Income & Growth Fund (JRI) for Q3 2013, worth a combined $28.6M — up 14% from $25M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new JRI positions and 2 closed out — a net gain of 1 holder — while 15 added to existing stakes and 3 trimmed.
The largest buyer was Wells Fargo, adding an estimated $2.26M. The largest seller was UBS, cutting an estimated $572K.
- 24 institutional investors held Nuveen Real Asset Income & Growth Fund (JRI) as of Q3 2013, unchanged from Q2 2013.
- Funds reported $28.6M of Nuveen Real Asset Income & Growth Fund stock for Q3 2013, up 14% quarter-over-quarter.
- 3 funds opened new Nuveen Real Asset Income & Growth Fund positions in Q3 2013 and 2 closed out, a net change of +1 holder.
- The largest Nuveen Real Asset Income & Growth Fund buyer in Q3 2013 was Wells Fargo, an estimated $2.26M added.
- The largest Nuveen Real Asset Income & Growth Fund seller in Q3 2013 was UBS, an estimated $572K sold.
Based on aggregated 13F filings for Q3 2013.