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Nuveen Real Asset Income & Growth Fund

75 hedge funds and large institutions have $91.6M invested in Nuveen Real Asset Income & Growth Fund in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 29 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

1.49% more ownership

Funds ownership: 27.74%29.23% (+1.5%)

1% more funds holding

Funds holding: 7475 (+1)

3% more capital invested

Capital invested by funds: $89.1M → $91.6M (+$2.5M)

31% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 29

Holders
75
Holders Change
+1
Holders Change %
+1.35%
% of All Funds
1.18%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
20
Reduced
29
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$26.1M +$1.01M +88,422 +4%
SCM
2
Saba Capital Management
New York
$11.1M +$3.82M +334,165 +52%
CA
3
Cornerstone Advisors
North Carolina
$6.55M -$1.35M -117,915 -17%
RVPG
4
Relative Value Partners Group
$5.91M -$221K -19,339 -4%
AAM
5
Advisors Asset Management
Colorado
$3.03M +$161K +14,117 +6%
TJHA
6
Thomas J. Herzfeld Advisors
Florida
$2.48M -$1K -88 -0%
UBS Group
7
UBS Group
Switzerland
$2.27M +$81.2K +7,110 +4%
Wells Fargo
8
Wells Fargo
California
$2.11M -$3.4K -298 -0.2%
Cohen & Steers
9
Cohen & Steers
New York
$2.06M +$87.2K +7,637 +4%
Citadel Advisors
10
Citadel Advisors
Florida
$1.66M +$1.66M +144,934 New
CP
11
Camelot Portfolios
Ohio
$1.54M -$9.09K -796 -0.6%
RJA
12
Raymond James & Associates
Florida
$1.32M +$160K +14,019 +14%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$1.27M +$79.1K +6,926 +7%
First Trust Advisors
14
First Trust Advisors
Illinois
$1.22M -$24.3K -2,130 -2%
PAG
15
Private Advisor Group
New Jersey
$1.21M +$23.6K +2,065 +2%
AA
16
AQR Arbitrage
Connecticut
$1.19M +$559K +48,919 +88%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1.19M -$4.65K -407 -0.4%
Ameriprise
18
Ameriprise
Minnesota
$1.16M -$74.9K -6,558 -6%
LPL Financial
19
LPL Financial
California
$1.14M -$5.95K -521 -0.5%
Osaic Holdings
20
Osaic Holdings
Arizona
$1.1M -$90.7K -7,945 -8%
SPIA
21
Steward Partners Investment Advisory
New York
$1.04M -$33.1K -2,900 -3%
SFS
22
Shaker Financial Services
Virginia
$941K -$23.3K -2,038 -2%
CPRC
23
Consolidated Portfolio Review Corp
New York
$871K -$52K -4,557 -6%
QC
24
Quantedge Capital
Singapore
$833K +$233K +20,400 +39%
RL
25
RPO LLC
Connecticut
$821K +$821K +71,923 New

JRI Hedge Fund Activity: Q2 2023 in Review

75 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Asset Income & Growth Fund (JRI) for Q2 2023, worth a combined $91.6M — up 2.8% from $89.1M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new JRI positions and 7 closed out — a net gain of 2 holders — while 20 added to existing stakes and 29 trimmed.

The largest buyer was Saba Capital Management, adding an estimated $3.82M. The largest seller was Cetera Advisor Networks, cutting an estimated $1.6M.

  • 75 institutional investors held Nuveen Real Asset Income & Growth Fund (JRI) as of Q2 2023, up from 74 in Q1 2023.
  • Funds reported $91.6M of Nuveen Real Asset Income & Growth Fund stock for Q2 2023, up 2.8% quarter-over-quarter.
  • 9 funds opened new Nuveen Real Asset Income & Growth Fund positions in Q2 2023 and 7 closed out, a net change of +2 holders.
  • The largest Nuveen Real Asset Income & Growth Fund buyer in Q2 2023 was Saba Capital Management, an estimated $3.82M added.
  • The largest Nuveen Real Asset Income & Growth Fund seller in Q2 2023 was Cetera Advisor Networks, an estimated $1.6M sold.

Based on aggregated 13F filings for Q2 2023.