Nuveen Real Asset Income & Growth Fund
JRI
75 hedge funds and large institutions have $138M invested in Nuveen Real Asset Income & Growth Fund in 2021 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 27 increasing their positions, 21 reducing their positions, and 13 closing their positions.
29% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 21
17% more capital invested
Capital invested by funds: $117M → $138M (+$20.3M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.73% less ownership
Funds ownership: 28.99% → 28.26% (-0.73%)
7% less funds holding
Funds holding: 81 → 75 (-6)
46% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$3.36M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$1.06M |
| 3 |
SPIA
Steward Partners Investment Advisory
New York
|
+$569K |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$353K |
| 5 |
LPL Financial
San Diego,
California
|
+$270K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$1.58M |
| 2 |
RVPG
Relative Value Partners Group
|
-$1.45M |
| 3 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$1.4M |
| 4 |
BWA
BDO Wealth Advisors
Jacksonville,
Florida
|
-$1.23M |
| 5 |
QC
Quantedge Capital
Singapore
|
-$775K |
JRI Hedge Fund Activity: Q2 2021 in Review
75 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Asset Income & Growth Fund (JRI) for Q2 2021, worth a combined $138M — up 17% from $117M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of JRI and 7 opened new positions — a net loss of 6 holders — while 21 trimmed existing stakes and 27 added.
The largest buyer was Parametric Portfolio Associates, adding an estimated $3.36M. The largest seller was Advisors Asset Management, cutting an estimated $1.58M.
- 75 institutional investors held Nuveen Real Asset Income & Growth Fund (JRI) as of Q2 2021, down from 81 in Q1 2021.
- Funds reported $138M of Nuveen Real Asset Income & Growth Fund stock for Q2 2021, up 17% quarter-over-quarter.
- 7 funds opened new Nuveen Real Asset Income & Growth Fund positions in Q2 2021 and 13 closed out, a net change of -6 holders.
- The largest Nuveen Real Asset Income & Growth Fund buyer in Q2 2021 was Parametric Portfolio Associates, an estimated $3.36M added.
- The largest Nuveen Real Asset Income & Growth Fund seller in Q2 2021 was Advisors Asset Management, an estimated $1.58M sold.
Based on aggregated 13F filings for Q2 2021.