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Nuveen Real Asset Income & Growth Fund

79 hedge funds and large institutions have $76.6M invested in Nuveen Real Asset Income & Growth Fund in 2020 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 24 increasing their positions, 31 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $75.9M → $76.6M (+$700K)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.54% less ownership

Funds ownership: 23.63%23.09% (-0.54%)

2% less funds holding

Funds holding: 8179 (-2)

18% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 11

23% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 31

Holders
79
Holders Change
-2
Holders Change %
-2.47%
% of All Funds
1.59%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
24
Reduced
31
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PPA
1
Parametric Portfolio Associates
Washington
$10.4M +$4.34K +358 +0%
AAM
2
Advisors Asset Management
Colorado
$8.98M -$758K -62,547 -8%
RVPG
3
Relative Value Partners Group
$8.92M +$126K +10,378 +1%
DBT
4
Dubuque Bank & Trust
Iowa
$4.27M -$210K -17,294 -5%
CP
5
Camelot Portfolios
Ohio
$3.85M -$486K -40,076 -11%
SIA
6
Sit Investment Associates
Minnesota
$3.71M +$3.73M +307,328 New
Morgan Stanley
7
Morgan Stanley
New York
$2.93M -$68.6K -5,658 -2%
Wells Fargo
8
Wells Fargo
California
$2.72M -$339K -27,982 -11%
CA
9
Cornerstone Advisors
North Carolina
$2.4M -$241K -19,867 -9%
WAM
10
Wolverine Asset Management
Illinois
$2.3M -$1.21M -99,947 -34%
Cohen & Steers
11
Cohen & Steers
New York
$2M -$123K -10,127 -6%
UBS Group
12
UBS Group
Switzerland
$1.53M -$111K -9,191 -7%
First Trust Advisors
13
First Trust Advisors
Illinois
$1.45M -$22.7K -1,875 -2%
DC
14
Davenport & Co
Virginia
$1.45M -$228K -18,830 -14%
SCM
15
Sterneck Capital Management
Missouri
$1.4M +$372K +30,668 +36%
CAN
16
Cetera Advisor Networks
California
$1.24M +$47.7K +3,936 +4%
CRC
17
Curi RMB Capital
Illinois
$1.11M -$152K -12,544 -12%
AA
18
AQR Arbitrage
Connecticut
$1.01M +$370K +30,525 +57%
LPL Financial
19
LPL Financial
California
$881K +$138K +11,360 +18%
PAG
20
Private Advisor Group
New Jersey
$703K +$10.2K +838 +1%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$689K +$8.21K +677 +1%
Bank of America
22
Bank of America
North Carolina
$670K -$204K -16,803 -23%
MC
23
Matisse Capital
Oregon
$623K
SPIA
24
Steward Partners Investment Advisory
New York
$579K +$75.1K +6,193 +15%
PFGIA
25
Patriot Financial Group Insurance Agency
Massachusetts
$565K +$7.07K +583 +1%

JRI Hedge Fund Activity: Q3 2020 in Review

79 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Asset Income & Growth Fund (JRI) for Q3 2020, worth a combined $76.6M — up 0.92% from $75.9M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of JRI and 9 opened new positions — a net loss of 2 holders — while 31 trimmed existing stakes and 24 added.

The largest buyer was Sit Investment Associates, opening a new position worth an estimated $3.73M. The largest seller was Wolverine Asset Management, cutting an estimated $1.21M.

  • 79 institutional investors held Nuveen Real Asset Income & Growth Fund (JRI) as of Q3 2020, down from 81 in Q2 2020.
  • Funds reported $76.6M of Nuveen Real Asset Income & Growth Fund stock for Q3 2020, up 0.92% quarter-over-quarter.
  • 9 funds opened new Nuveen Real Asset Income & Growth Fund positions in Q3 2020 and 11 closed out, a net change of -2 holders.
  • The largest Nuveen Real Asset Income & Growth Fund buyer in Q3 2020 was Sit Investment Associates, an estimated $3.73M added.
  • The largest Nuveen Real Asset Income & Growth Fund seller in Q3 2020 was Wolverine Asset Management, an estimated $1.21M sold.

Based on aggregated 13F filings for Q3 2020.