We are live on ! Find out more
JRI icon

Nuveen Real Asset Income & Growth Fund

81 hedge funds and large institutions have $107M invested in Nuveen Real Asset Income & Growth Fund in 2022 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 20 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 20

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

0% more funds holding

Funds holding: 8181 (0)

0.7% less ownership

Funds ownership: 26.24%25.54% (-0.7%)

8% less capital invested

Capital invested by funds: $116M → $107M (-$8.92M)

Holders
81
Holders Change
Holders Change %
0%
% of All Funds
1.28%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
29
Reduced
20
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PPA
1
Parametric Portfolio Associates
Washington
$35.8M -$224K -14,824 -0.6%
RVPG
2
Relative Value Partners Group
$9.13M -$54.2K -3,597 -0.6%
DBT
3
Dubuque Bank & Trust
Iowa
$4.36M -$15.6K -1,035 -0.4%
Wells Fargo
4
Wells Fargo
California
$3.88M +$105K +6,939 +3%
Morgan Stanley
5
Morgan Stanley
New York
$3.17M +$28.9K +1,919 +0.9%
TJHA
6
Thomas J. Herzfeld Advisors
Florida
$2.88M +$40.2K +2,663 +1%
UBS Group
7
UBS Group
Switzerland
$2.8M -$1.28K -85 -0%
GA
8
GraniteShares Advisors
New York
$2.76M +$242K +16,024 +10%
Cohen & Steers
9
Cohen & Steers
New York
$2.64M +$462K +30,632 +22%
AAM
10
Advisors Asset Management
Colorado
$2.61M +$118K +7,802 +5%
CP
11
Camelot Portfolios
Ohio
$2.58M -$135K -8,965 -5%
First Trust Advisors
12
First Trust Advisors
Illinois
$2.35M +$254K +16,818 +12%
WAM
13
Wolverine Asset Management
Illinois
$2.19M +$892K +59,173 +70%
CA
14
Cornerstone Advisors
North Carolina
$1.95M +$884K +58,618 +85%
CAN
15
Cetera Advisor Networks
California
$1.91M +$46K +3,050 +2%
SFS
16
Shaker Financial Services
Virginia
$1.78M +$641K +42,542 +58%
Osaic Holdings
17
Osaic Holdings
Arizona
$1.61M +$721K +47,847 +83%
DC
18
Davenport & Co
Virginia
$1.39M +$190K +12,611 +16%
SPIA
19
Steward Partners Investment Advisory
New York
$1.39M +$25.9K +1,720 +2%
PAG
20
Private Advisor Group
New Jersey
$1.38M +$23.1K +1,533 +2%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$1.24M +$811K +53,800 +199%
LPL Financial
22
LPL Financial
California
$1.21M +$11.3K +747 +0.9%
SCM
23
Sterneck Capital Management
Missouri
$1.11M -$189K -12,536 -15%
Ameriprise
24
Ameriprise
Minnesota
$1.06M -$143K -9,457 -12%
BWA
25
BDO Wealth Advisors
Florida
$1.04M +$1.51K +100 +0.1%

JRI Hedge Fund Activity: Q1 2022 in Review

81 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Asset Income & Growth Fund (JRI) for Q1 2022, worth a combined $107M — down 7.7% from $116M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new JRI positions and 10 closed out — a net gain of 2 holders — while 29 added to existing stakes and 20 trimmed.

The largest buyer was Wolverine Asset Management, adding an estimated $892K. The largest seller was Sit Investment Associates, exiting entirely with an estimated $7.09M sold.

  • 81 institutional investors held Nuveen Real Asset Income & Growth Fund (JRI) as of Q1 2022, unchanged from Q4 2021.
  • Funds reported $107M of Nuveen Real Asset Income & Growth Fund stock for Q1 2022, down 7.7% quarter-over-quarter.
  • 12 funds opened new Nuveen Real Asset Income & Growth Fund positions in Q1 2022 and 10 closed out, a net change of +2 holders.
  • The largest Nuveen Real Asset Income & Growth Fund buyer in Q1 2022 was Wolverine Asset Management, an estimated $892K added.
  • The largest Nuveen Real Asset Income & Growth Fund seller in Q1 2022 was Sit Investment Associates, an estimated $7.09M sold.

Based on aggregated 13F filings for Q1 2022.