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Nuveen Real Asset Income & Growth Fund
JRI

81 hedge funds and large institutions have $75.9M invested in Nuveen Real Asset Income & Growth Fund in 2020 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 30 increasing their positions, 30 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more capital invested

Capital invested by funds: $63.3M → $75.9M (+$12.6M)

0.06% more ownership

Funds ownership: 23.57% → 23.63% (+0.06%)

0% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 30

6% less funds holding

Funds holding: 86 → 81 (-5)

56% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 9

Holders
81
Holders Change
-5
Holders Change %
-5.81%
% of All Funds
1.66%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
30
Reduced
30
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
Cornerstone Advisors
North Carolina
+$2.14M
2
CRC
Curi RMB Capital
Illinois
+$637K
3
WAM
Wolverine Asset Management
Illinois
+$523K
4
AA
AQR Arbitrage
Connecticut
+$409K
5
RJA
Raymond James & Associates
Florida
+$345K

Top Sellers

1
RVPG
Relative Value Partners Group
-$810K
2
Bank of America
Bank of America
North Carolina
-$659K
3
Cohen & Steers
Cohen & Steers
New York
-$567K
4
Osaic Holdings
Osaic Holdings
Arizona
-$552K
5
Wells Fargo
Wells Fargo
California
-$450K
Name Holding Trade Value Shares
Change 		Change in
Stake
PPA
1
Parametric Portfolio Associates
Washington
$10.1M +$268K +24,140 +3%
AAM
2
Advisors Asset Management
Colorado
$9.43M -$222K -19,996 -2%
RVPG
3
Relative Value Partners Group
$8.52M -$810K -72,886 -9%
DBT
4
Dubuque Bank & Trust
Iowa
$4.34M -$54.8K -4,935 -1%
CP
5
Camelot Portfolios
Ohio
$4.2M +$246K +22,171 +7%
WAM
6
Wolverine Asset Management
Illinois
$3.4M +$523K +47,074 +19%
Wells Fargo
7
Wells Fargo
California
$2.96M -$450K -40,471 -14%
Morgan Stanley
8
Morgan Stanley
New York
$2.91M -$193K -17,364 -7%
CA
9
Cornerstone Advisors
North Carolina
$2.55M +$2.14M +192,995 +754%
Cohen & Steers
10
Cohen & Steers
New York
$2.05M -$567K -51,070 -23%
DC
11
Davenport & Co
Virginia
$1.62M +$69.6K +6,270 +5%
UBS Group
12
UBS Group
Switzerland
$1.59M -$58.2K -5,243 -4%
First Trust Advisors
13
First Trust Advisors
Illinois
$1.42M -$50.5K -4,548 -4%
CRC
14
Curi RMB Capital
Illinois
$1.22M +$637K +57,351 +121%
CAN
15
Cetera Advisor Networks
California
$1.15M +$97.4K +8,771 +10%
SCM
16
Sterneck Capital Management
Missouri
$999K -$34.2K -3,076 -3%
RJA
17
Raymond James & Associates
Florida
$944K +$345K +31,062 +62%
Bank of America
18
Bank of America
North Carolina
$845K -$659K -59,345 -45%
NL
19
NWAM LLC
Washington
$790K -$8.92K -803 -1%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$786K -$48.5K -4,363 -6%
Invesco
21
Invesco
Georgia
$722K -$94.3K -8,490 -12%
LPL Financial
22
LPL Financial
California
$720K +$232K +20,906 +51%
PAG
23
Private Advisor Group
New Jersey
$671K +$13.5K +1,219 +2%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$659K +$225K +20,212 +56%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$624K +$125K +11,211 +27%
1
2 3 4

JRI Hedge Fund Activity: Q2 2020 in Review

81 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Asset Income & Growth Fund (JRI) for Q2 2020, worth a combined $75.9M — up 20% from $63.3M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of JRI and 4 opened new positions — a net loss of 5 holders — while 30 trimmed existing stakes and 30 added.

The largest buyer was Cornerstone Advisors, adding an estimated $2.14M. The largest seller was Relative Value Partners Group, cutting an estimated $810K.

  • 81 institutional investors held Nuveen Real Asset Income & Growth Fund (JRI) as of Q2 2020, down from 86 in Q1 2020.
  • Funds reported $75.9M of Nuveen Real Asset Income & Growth Fund stock for Q2 2020, up 20% quarter-over-quarter.
  • 4 funds opened new Nuveen Real Asset Income & Growth Fund positions in Q2 2020 and 9 closed out, a net change of -5 holders.
  • The largest Nuveen Real Asset Income & Growth Fund buyer in Q2 2020 was Cornerstone Advisors, an estimated $2.14M added.
  • The largest Nuveen Real Asset Income & Growth Fund seller in Q2 2020 was Relative Value Partners Group, an estimated $810K sold.

Based on aggregated 13F filings for Q2 2020.