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Nuveen Real Asset Income & Growth Fund

74 hedge funds and large institutions have $89.1M invested in Nuveen Real Asset Income & Growth Fund in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 23 increasing their positions, 23 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $87.9M → $89.1M (+$1.24M)

0.08% more ownership

Funds ownership: 27.66%27.74% (+0.08%)

0% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 23

8% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 12

5% less funds holding

Funds holding: 7874 (-4)

Holders
74
Holders Change
-4
Holders Change %
-5.13%
% of All Funds
1.18%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
23
Reduced
23
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$25.8M -$545K -45,021 -2%
CA
2
Cornerstone Advisors
North Carolina
$8.12M +$791K +65,253 +10%
SCM
3
Saba Capital Management
New York
$7.51M +$3.19M +263,178 +70%
RVPG
4
Relative Value Partners Group
$6.3M -$311K -25,688 -5%
AAM
5
Advisors Asset Management
Colorado
$2.95M +$24.6K +2,028 +0.8%
TJHA
6
Thomas J. Herzfeld Advisors
Florida
$2.55M -$16.6K -1,372 -0.6%
UBS Group
7
UBS Group
Switzerland
$2.25M +$728K +60,090 +46%
Wells Fargo
8
Wells Fargo
California
$2.17M -$56.9K -4,700 -2%
CAN
9
Cetera Advisor Networks
California
$2.13M +$33.6K +2,770 +2%
Cohen & Steers
10
Cohen & Steers
New York
$2.03M
CP
11
Camelot Portfolios
Ohio
$1.6M -$36.3K -3,000 -2%
First Trust Advisors
12
First Trust Advisors
Illinois
$1.28M -$405K -33,397 -23%
Ameriprise
13
Ameriprise
Minnesota
$1.28M +$334K +27,561 +34%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.23M -$19.1K -1,578 -1%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$1.23M -$33.1K -2,735 -3%
Osaic Holdings
16
Osaic Holdings
Arizona
$1.22M +$113K +9,351 +10%
PAG
17
Private Advisor Group
New Jersey
$1.22M +$18.8K +1,555 +2%
RJA
18
Raymond James & Associates
Florida
$1.19M +$304K +25,087 +33%
LPL Financial
19
LPL Financial
California
$1.18M +$139K +11,502 +13%
SPIA
20
Steward Partners Investment Advisory
New York
$1.11M +$9.69K +800 +0.9%
SFS
21
Shaker Financial Services
Virginia
$994K +$6.42K +530 +0.6%
CPRC
22
Consolidated Portfolio Review Corp
New York
$949K +$980K +80,848 New
DC
23
Davenport & Co
Virginia
$825K -$83K -6,852 -9%
WAM
24
Wolverine Asset Management
Illinois
$798K -$234K -19,273 -22%
SCM
25
Sterneck Capital Management
Missouri
$750K -$24.4K -2,017 -3%

JRI Hedge Fund Activity: Q1 2023 in Review

74 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Asset Income & Growth Fund (JRI) for Q1 2023, worth a combined $89.1M — up 1.4% from $87.9M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of JRI and 11 opened new positions — a net loss of 1 holder — while 23 trimmed existing stakes and 23 added.

The largest buyer was Saba Capital Management, adding an estimated $3.19M. The largest seller was GraniteShares Advisors, exiting entirely with an estimated $2.27M sold.

  • 74 institutional investors held Nuveen Real Asset Income & Growth Fund (JRI) as of Q1 2023, down from 78 in Q4 2022.
  • Funds reported $89.1M of Nuveen Real Asset Income & Growth Fund stock for Q1 2023, up 1.4% quarter-over-quarter.
  • 11 funds opened new Nuveen Real Asset Income & Growth Fund positions in Q1 2023 and 12 closed out, a net change of -1 holder.
  • The largest Nuveen Real Asset Income & Growth Fund buyer in Q1 2023 was Saba Capital Management, an estimated $3.19M added.
  • The largest Nuveen Real Asset Income & Growth Fund seller in Q1 2023 was GraniteShares Advisors, an estimated $2.27M sold.

Based on aggregated 13F filings for Q1 2023.