Nuveen Real Asset Income & Growth Fund
JRI
81 hedge funds and large institutions have $117M invested in Nuveen Real Asset Income & Growth Fund in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 38 increasing their positions, 19 reducing their positions, and 17 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 19
12% more capital invested
Capital invested by funds: $104M → $117M (+$12.9M)
3.42% more ownership
Funds ownership: 25.57% → 28.99% (+3.4%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
11% less funds holding
Funds holding: 91 → 81 (-10)
53% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$20.7M |
| 2 |
BWA
BDO Wealth Advisors
Jacksonville,
Florida
|
+$1.11M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$686K |
| 4 |
AIP
Ahrens Investment Partners
Lafayette,
Louisiana
|
+$676K |
| 5 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$492K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$3.01M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$2.14M |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$1.38M |
| 4 |
QC
Quantedge Capital
Singapore
|
-$1.32M |
| 5 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
-$1.24M |
JRI Hedge Fund Activity: Q1 2021 in Review
81 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Asset Income & Growth Fund (JRI) for Q1 2021, worth a combined $117M — up 12% from $104M a quarter earlier.
Sellers outnumbered buyers: 17 funds closed out of JRI and 8 opened new positions — a net loss of 9 holders — while 19 trimmed existing stakes and 38 added.
The largest buyer was Parametric Portfolio Associates, adding an estimated $20.7M. The largest seller was Cornerstone Advisors, cutting an estimated $3.01M.
- 81 institutional investors held Nuveen Real Asset Income & Growth Fund (JRI) as of Q1 2021, down from 91 in Q4 2020.
- Funds reported $117M of Nuveen Real Asset Income & Growth Fund stock for Q1 2021, up 12% quarter-over-quarter.
- 8 funds opened new Nuveen Real Asset Income & Growth Fund positions in Q1 2021 and 17 closed out, a net change of -9 holders.
- The largest Nuveen Real Asset Income & Growth Fund buyer in Q1 2021 was Parametric Portfolio Associates, an estimated $20.7M added.
- The largest Nuveen Real Asset Income & Growth Fund seller in Q1 2021 was Cornerstone Advisors, an estimated $3.01M sold.
Based on aggregated 13F filings for Q1 2021.