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Nuveen Real Asset Income & Growth Fund

81 hedge funds and large institutions have $116M invested in Nuveen Real Asset Income & Growth Fund in 2021 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 21 increasing their positions, 30 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 7

14% more funds holding

Funds holding: 7181 (+10)

2% more capital invested

Capital invested by funds: $114M → $116M (+$2.15M)

0.97% less ownership

Funds ownership: 27.21%26.24% (-0.97%)

30% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 30

Holders
81
Holders Change
+10
Holders Change %
+14.08%
% of All Funds
1.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
21
Reduced
30
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PPA
1
Parametric Portfolio Associates
Washington
$38M -$2.76M -177,949 -7%
RVPG
2
Relative Value Partners Group
$9.63M -$228K -14,688 -2%
SIA
3
Sit Investment Associates
Minnesota
$7.09M
DBT
4
Dubuque Bank & Trust
Iowa
$4.61M -$185K -11,899 -4%
Wells Fargo
5
Wells Fargo
California
$3.98M +$37.2K +2,392 +1%
Morgan Stanley
6
Morgan Stanley
New York
$3.32M -$89.4K -5,758 -3%
TJHA
7
Thomas J. Herzfeld Advisors
Florida
$3M +$237K +15,274 +9%
UBS Group
8
UBS Group
Switzerland
$2.95M +$117K +7,502 +4%
CP
9
Camelot Portfolios
Ohio
$2.87M +$62.4K +4,017 +2%
GA
10
GraniteShares Advisors
New York
$2.65M +$2.56M +164,664 New
AAM
11
Advisors Asset Management
Colorado
$2.63M -$1.79M -115,113 -41%
Cohen & Steers
12
Cohen & Steers
New York
$2.29M -$191K -12,292 -8%
First Trust Advisors
13
First Trust Advisors
Illinois
$2.21M +$48.6K +3,128 +2%
CAN
14
Cetera Advisor Networks
California
$1.97M +$41.2K +2,654 +2%
SPIA
15
Steward Partners Investment Advisory
New York
$1.44M +$30.3K +1,950 +2%
PAG
16
Private Advisor Group
New Jersey
$1.43M -$267K -17,167 -16%
SCM
17
Sterneck Capital Management
Missouri
$1.37M -$37.8K -2,433 -3%
WAM
18
Wolverine Asset Management
Illinois
$1.35M +$1.06M +67,982 +423%
Ameriprise
19
Ameriprise
Minnesota
$1.28M -$13.8K -889 -1%
LPL Financial
20
LPL Financial
California
$1.27M -$715K -46,016 -37%
DC
21
Davenport & Co
Virginia
$1.27M +$42.5K +2,737 +4%
SFS
22
Shaker Financial Services
Virginia
$1.19M +$1.15M +73,862 New
CA
23
Cornerstone Advisors
North Carolina
$1.11M +$1.07M +68,805 New
BWA
24
BDO Wealth Advisors
Florida
$1.09M -$65.6K -4,223 -6%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$1.04M -$38.7K -2,494 -4%

JRI Hedge Fund Activity: Q4 2021 in Review

81 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Asset Income & Growth Fund (JRI) for Q4 2021, worth a combined $116M — up 1.9% from $114M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new JRI positions and 7 closed out — a net gain of 11 holders — while 21 added to existing stakes and 30 trimmed.

The largest buyer was Shaker Financial Services, opening a new position worth an estimated $1.15M. The largest seller was Citadel Advisors, exiting entirely with an estimated $3.64M sold.

  • 81 institutional investors held Nuveen Real Asset Income & Growth Fund (JRI) as of Q4 2021, up from 71 in Q3 2021.
  • Funds reported $116M of Nuveen Real Asset Income & Growth Fund stock for Q4 2021, up 1.9% quarter-over-quarter.
  • 18 funds opened new Nuveen Real Asset Income & Growth Fund positions in Q4 2021 and 7 closed out, a net change of +11 holders.
  • The largest Nuveen Real Asset Income & Growth Fund buyer in Q4 2021 was Shaker Financial Services, an estimated $1.15M added.
  • The largest Nuveen Real Asset Income & Growth Fund seller in Q4 2021 was Citadel Advisors, an estimated $3.64M sold.

Based on aggregated 13F filings for Q4 2021.