Nuveen Real Asset Income & Growth Fund
JRI
75 hedge funds and large institutions have $107M invested in Nuveen Real Asset Income & Growth Fund in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 31 increasing their positions, 22 reducing their positions, and 9 closing their positions.
41% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 22
1% less funds holding
Funds holding: 76 → 75 (-1)
7.51% less ownership
Funds ownership: 40.4% → 32.89% (-7.5%)
11% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 9
18% less capital invested
Capital invested by funds: $130M → $107M (-$23.1M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PI
PFG Investments
Woodbury,
New York
|
+$1.2M |
| 2 |
SCM
Saba Capital Management
New York
|
+$1.17M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$444K |
| 4 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$370K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$349K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$23.9M |
| 2 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$2M |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$823K |
| 4 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
-$582K |
| 5 |
CP
Camelot Portfolios
Maumee,
Ohio
|
-$438K |
JRI Hedge Fund Activity: Q1 2024 in Review
75 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Asset Income & Growth Fund (JRI) for Q1 2024, worth a combined $107M — down 18% from $130M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of JRI and 8 opened new positions — a net loss of 1 holder — while 22 trimmed existing stakes and 31 added.
The largest buyer was PFG Investments, opening a new position worth an estimated $1.2M. The largest seller was Morgan Stanley, cutting an estimated $23.9M.
- 75 institutional investors held Nuveen Real Asset Income & Growth Fund (JRI) as of Q1 2024, down from 76 in Q4 2023.
- Funds reported $107M of Nuveen Real Asset Income & Growth Fund stock for Q1 2024, down 18% quarter-over-quarter.
- 8 funds opened new Nuveen Real Asset Income & Growth Fund positions in Q1 2024 and 9 closed out, a net change of -1 holder.
- The largest Nuveen Real Asset Income & Growth Fund buyer in Q1 2024 was PFG Investments, an estimated $1.2M added.
- The largest Nuveen Real Asset Income & Growth Fund seller in Q1 2024 was Morgan Stanley, an estimated $23.9M sold.
Based on aggregated 13F filings for Q1 2024.