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Nuveen Real Asset Income & Growth Fund
JRI

78 hedge funds and large institutions have $87.9M invested in Nuveen Real Asset Income & Growth Fund in 2022 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 25 increasing their positions, 24 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

8% more capital invested

Capital invested by funds: $81.2M → $87.9M (+$6.7M)

4% more funds holding

Funds holding: 75 → 78 (+3)

1.19% more ownership

Funds ownership: 26.47% → 27.66% (+1.2%)

4% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 24

Holders
78
Holders Change
+3
Holders Change %
+4%
% of All Funds
1.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
25
Reduced
24
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
Saba Capital Management
New York
+$3.38M
2
CA
Cornerstone Advisors
North Carolina
+$2.53M
3
Ameriprise
Ameriprise
Minnesota
+$606K
4
LSC
Logan Stone Capital
Illinois
+$475K
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$373K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.81M
2
DBT
Dubuque Bank & Trust
Iowa
-$1.27M
3
UBS Group
UBS Group
Switzerland
-$423K
4
SFS
Shaker Financial Services
Virginia
-$355K
5
Walleye Capital
Walleye Capital
New York
-$318K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$26.2M -$1.81M -155,493 -6%
CA
2
Cornerstone Advisors
North Carolina
$7.33M +$2.53M +217,535 +53%
RVPG
3
Relative Value Partners Group
$6.58M -$109K -9,398 -2%
SCM
4
Saba Capital Management
New York
$4.4M +$3.38M +290,795 +339%
AAM
5
Advisors Asset Management
Colorado
$2.92M -$84.3K -7,257 -3%
TJHA
6
Thomas J. Herzfeld Advisors
Florida
$2.55M +$162K +13,970 +7%
GA
7
GraniteShares Advisors
New York
$2.27M +$116K +9,967 +5%
Wells Fargo
8
Wells Fargo
California
$2.22M -$154K -13,276 -7%
CAN
9
Cetera Advisor Networks
California
$2.09M +$84.1K +7,237 +4%
DBT
10
Dubuque Bank & Trust
Iowa
$2.07M -$1.27M -109,349 -38%
Cohen & Steers
11
Cohen & Steers
New York
$2.02M – – –
First Trust Advisors
12
First Trust Advisors
Illinois
$1.66M -$22.8K -1,959 -1%
CP
13
Camelot Portfolios
Ohio
$1.63M +$47.2K +4,064 +3%
UBS Group
14
UBS Group
Switzerland
$1.54M -$423K -36,407 -22%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$1.25M +$373K +32,120 +43%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.24M +$14.8K +1,271 +1%
Osaic Holdings
17
Osaic Holdings
Arizona
$1.11M +$3.79K +326 +0.3%
SPIA
18
Steward Partners Investment Advisory
New York
$1.1M +$4.36K +375 +0.4%
LPL Financial
19
LPL Financial
California
$1.04M +$43.8K +3,767 +4%
WAM
20
Wolverine Asset Management
Illinois
$1.02M -$271K -23,364 -21%
SFS
21
Shaker Financial Services
Virginia
$975K -$355K -30,548 -27%
Ameriprise
22
Ameriprise
Minnesota
$940K +$606K +52,162 +185%
DC
23
Davenport & Co
Virginia
$902K -$68.3K -5,883 -7%
RJA
24
Raymond James & Associates
Florida
$891K +$48K +4,132 +6%
SCM
25
Sterneck Capital Management
Missouri
$771K -$27.2K -2,342 -3%
1
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JRI Hedge Fund Activity: Q4 2022 in Review

78 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Asset Income & Growth Fund (JRI) for Q4 2022, worth a combined $87.9M — up 8.3% from $81.2M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new JRI positions and 10 closed out — a net gain of 5 holders — while 25 added to existing stakes and 24 trimmed.

The largest buyer was Saba Capital Management, adding an estimated $3.38M. The largest seller was Morgan Stanley, cutting an estimated $1.81M.

  • 78 institutional investors held Nuveen Real Asset Income & Growth Fund (JRI) as of Q4 2022, up from 75 in Q3 2022.
  • Funds reported $87.9M of Nuveen Real Asset Income & Growth Fund stock for Q4 2022, up 8.3% quarter-over-quarter.
  • 15 funds opened new Nuveen Real Asset Income & Growth Fund positions in Q4 2022 and 10 closed out, a net change of +5 holders.
  • The largest Nuveen Real Asset Income & Growth Fund buyer in Q4 2022 was Saba Capital Management, an estimated $3.38M added.
  • The largest Nuveen Real Asset Income & Growth Fund seller in Q4 2022 was Morgan Stanley, an estimated $1.81M sold.

Based on aggregated 13F filings for Q4 2022.