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Nuveen Real Asset Income & Growth Fund
JRI

76 hedge funds and large institutions have $130M invested in Nuveen Real Asset Income & Growth Fund in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 19 increasing their positions, 28 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 5

42% more capital invested

Capital invested by funds: $91.8M → $130M (+$38.1M)

12% more funds holding

Funds holding: 68 → 76 (+8)

8.89% more ownership

Funds ownership: 31.51% → 40.4% (+8.9%)

32% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 28

Holders
76
Holders Change
+8
Holders Change %
+11.76%
% of All Funds
1.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
19
Reduced
28
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$18.8M
2
SCM
Saba Capital Management
New York
+$5.82M
3
SIA
Sit Investment Associates
Minnesota
+$2.35M
4
LCM
Landscape Capital Management
New Jersey
+$367K
5
CP
Camelot Portfolios
Ohio
+$338K

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$1.51M
2
Osaic Holdings
Osaic Holdings
Arizona
-$626K
3
LSC
Logan Stone Capital
Illinois
-$446K
4
Ameriprise
Ameriprise
Minnesota
-$433K
5
RJA
Raymond James & Associates
Florida
-$332K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$46.4M +$18.8M +1,750,249 +79%
SCM
2
Saba Capital Management
New York
$28.8M +$5.82M +540,886 +28%
CA
3
Cornerstone Advisors
North Carolina
$6.48M +$259K +24,104 +5%
SIA
4
Sit Investment Associates
Minnesota
$6.02M +$2.35M +218,797 +74%
RVPG
5
Relative Value Partners Group
$5.8M +$50.5K +4,691 +1%
AA
6
AQR Arbitrage
Connecticut
$2.5M +$300K +27,841 +15%
AAM
7
Advisors Asset Management
Colorado
$2.39M -$101K -9,342 -4%
Cohen & Steers
8
Cohen & Steers
New York
$2.12M – – –
Wells Fargo
9
Wells Fargo
California
$1.97M -$205K -19,095 -10%
UBS Group
10
UBS Group
Switzerland
$1.79M -$31.9K -2,963 -2%
CP
11
Camelot Portfolios
Ohio
$1.6M +$338K +31,436 +30%
Pathstone Holdings
12
Pathstone Holdings
New Jersey
$1.53M +$1.4M +130,508 New
PAG
13
Private Advisor Group
New Jersey
$1.38M +$109K +10,146 +9%
Osaic Holdings
14
Osaic Holdings
Arizona
$1.27M -$626K -58,220 -35%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$1.25M -$65.6K -6,102 -5%
LPL Financial
16
LPL Financial
California
$1.25M +$104K +9,648 +10%
First Trust Advisors
17
First Trust Advisors
Illinois
$1.18M -$78.9K -7,332 -7%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1.17M -$16.4K -1,523 -2%
RJA
19
Raymond James & Associates
Florida
$1.11M -$332K -30,832 -25%
CPRC
20
Consolidated Portfolio Review Corp
New York
$915K +$90.2K +8,388 +12%
Ameriprise
21
Ameriprise
Minnesota
$804K -$433K -40,205 -37%
SPIA
22
Steward Partners Investment Advisory
New York
$790K -$160K -14,894 -18%
Bank of America
23
Bank of America
North Carolina
$644K +$87.7K +8,151 +17%
SCM
24
Sterneck Capital Management
Missouri
$629K -$84.5K -7,853 -13%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$612K -$26.5K -2,463 -5%
1
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JRI Hedge Fund Activity: Q4 2023 in Review

76 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Asset Income & Growth Fund (JRI) for Q4 2023, worth a combined $130M — up 42% from $91.8M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new JRI positions and 5 closed out — a net gain of 9 holders — while 19 added to existing stakes and 28 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $18.8M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.51M sold.

  • 76 institutional investors held Nuveen Real Asset Income & Growth Fund (JRI) as of Q4 2023, up from 68 in Q3 2023.
  • Funds reported $130M of Nuveen Real Asset Income & Growth Fund stock for Q4 2023, up 42% quarter-over-quarter.
  • 14 funds opened new Nuveen Real Asset Income & Growth Fund positions in Q4 2023 and 5 closed out, a net change of +9 holders.
  • The largest Nuveen Real Asset Income & Growth Fund buyer in Q4 2023 was Morgan Stanley, an estimated $18.8M added.
  • The largest Nuveen Real Asset Income & Growth Fund seller in Q4 2023 was Citadel Advisors, an estimated $1.51M sold.

Based on aggregated 13F filings for Q4 2023.