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CIK

Credit Suisse Asset Management Income Fund
CIK

49 hedge funds and large institutions have $15.9M invested in Credit Suisse Asset Management Income Fund in 2021 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

340% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 5

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

9% more funds holding

Funds holding: 45 → 49 (+4)

0.58% less ownership

Funds ownership: 9.46% → 8.88% (-0.58%)

7% less capital invested

Capital invested by funds: $17.2M → $15.9M (-$1.23M)

Holders
49
Holders Change
+4
Holders Change %
+8.89%
% of All Funds
0.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
22
Reduced
5
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
NA
NewEdge Advisors
Louisiana
+$701K
2
SFS
Shaker Financial Services
Virginia
+$275K
3
RJA
Raymond James & Associates
Florida
+$201K
4
CAM
Columbia Asset Management
Michigan
+$138K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$72.4K

Top Sellers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
-$2.19M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$117K
3
LPL Financial
LPL Financial
California
-$11.2K
4
Citigroup
Citigroup
New York
-$10K
5
HI
Harbour Investments
Wisconsin
-$9K
Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
26
BSW Wealth Partners
Colorado
$94K – – –
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$88K +$11.8K +3,439 +16%
Wells Fargo
28
Wells Fargo
California
$85K – – –
DC
29
Davenport & Co
Virginia
$84K – – –
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$72K +$72.4K +21,000 New
OIA
31
Optimum Investment Advisors
Illinois
$69K – – –
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$68K +$221 +64 +0.3%
BRWM
33
B. Riley Wealth Management
Tennessee
$64K – – –
IMOV
34
Investment Management of Virginia
Virginia
$60K – – –
UBS Group
35
UBS Group
Switzerland
$60K +$33.2K +9,643 +125%
Osaic Holdings
36
Osaic Holdings
Arizona
$55K +$138 +40 +0.2%
AFA
37
American Financial Advisors
Georgia
$54K +$438 +127 +0.8%
GWM
38
Geneos Wealth Management
Colorado
$53K – – –
LNC
39
Lincoln National Corp
Pennsylvania
$51K – – –
SWM
40
SeaCrest Wealth Management
New York
$49K -$1.19K -346 -2%
KAS
41
Kestra Advisory Services
Texas
$44K +$1.16K +337 +3%
QWM
42
QP Wealth Management
New Jersey
$42K +$1.72K +500 +4%
NFG
43
Next Financial Group
Texas
$36K +$36K +10,457 New
LFAS
44
Level Four Advisory Services
Texas
$35K +$35.2K +10,226 New
XWM
45
Xcel Wealth Management
Florida
$34K +$34.5K +10,000 New
CCM
46
Chilton Capital Management
Texas
$16K +$15.7K +4,560 New
CFA
47
Carroll Financial Associates
North Carolina
$8K +$3.31K +962 +70%
DAM
48
Delta Asset Management
Tennessee
$7K – – –
US Bancorp
49
US Bancorp
Minnesota
$3K – – –
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
– -$117K -33,816 Closed
1
2
3

CIK Hedge Fund Activity: Q4 2021 in Review

49 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Credit Suisse Asset Management Income Fund (CIK) for Q4 2021, worth a combined $15.9M — down 7.2% from $17.2M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new CIK positions and 4 closed out — a net gain of 5 holders — while 22 added to existing stakes and 5 trimmed.

The largest buyer was NewEdge Advisors, opening a new position worth an estimated $701K. The largest seller was Sit Investment Associates, cutting an estimated $2.19M.

  • 49 institutional investors held Credit Suisse Asset Management Income Fund (CIK) as of Q4 2021, up from 45 in Q3 2021.
  • Funds reported $15.9M of Credit Suisse Asset Management Income Fund stock for Q4 2021, down 7.2% quarter-over-quarter.
  • 9 funds opened new Credit Suisse Asset Management Income Fund positions in Q4 2021 and 4 closed out, a net change of +5 holders.
  • The largest Credit Suisse Asset Management Income Fund buyer in Q4 2021 was NewEdge Advisors, an estimated $701K added.
  • The largest Credit Suisse Asset Management Income Fund seller in Q4 2021 was Sit Investment Associates, an estimated $2.19M sold.

Based on aggregated 13F filings for Q4 2021.