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CIK

Credit Suisse Asset Management Income Fund
CIK

49 hedge funds and large institutions have $12.6M invested in Credit Suisse Asset Management Income Fund in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 12 increasing their positions, 7 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 7

44% more capital invested

Capital invested by funds: $8.77M → $12.6M (+$3.83M)

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

7% more funds holding

Funds holding: 46 → 49 (+3)

1.23% more ownership

Funds ownership: 6.43% → 7.65% (+1.2%)

Holders
49
Holders Change
+3
Holders Change %
+6.52%
% of All Funds
0.71%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
12
Reduced
7
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$1.35M
2
Ameriprise
Ameriprise
Minnesota
+$486K
3
LPL Financial
LPL Financial
California
+$209K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$200K
5
LCM
Landscape Capital Management
New Jersey
+$99.1K

Top Sellers

Rank Fund Capital Flow
1
SFS
Shaker Financial Services
Virginia
-$211K
2
SPC
Sigma Planning Corp
Michigan
-$130K
3
WAM
Wolverine Asset Management
Illinois
-$99.7K
4
Goldman Sachs
Goldman Sachs
New York
-$98.7K
5
CAN
Cetera Advisor Networks
California
-$92.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$75K +$404 +147 +0.6%
Nomura Holdings
27
Nomura Holdings
Japan
$59.9K +$52.5K +19,125 New
Fiera Capital (Canada)
28
Fiera Capital (Canada)
Quebec, Canada
$54.7K – – –
PA
29
Pinnacle Associates
New York
$54.6K – – –
CA
30
CoreCap Advisors
Michigan
$52.8K – – –
KAS
31
Kestra Advisory Services
Texas
$50.3K +$3.11K +1,131 +8%
XWM
32
Xcel Wealth Management
Florida
$49.7K – – –
DS
33
DRW Securities
Illinois
$46K -$2.75K -1,000 -6%
DC
34
Davenport & Co
Virginia
$45.4K – – –
SA
35
Strategic Advisors
New York
$45K -$67.7K -24,637 -63%
AWS
36
Atria Wealth Solutions
New York
$43.5K – – –
Jane Street
37
Jane Street
New York
$37.7K -$68.5K -24,934 -67%
VF
38
Virtu Financial
New York
$36K +$32K +11,649 New
AFA
39
American Financial Advisors
Georgia
$35.8K – – –
Creative Planning
40
Creative Planning
Kansas
$32.2K +$28.2K +10,276 New
UBS Group
41
UBS Group
Switzerland
$27.1K – – –
SS
42
Sunbelt Securities
Texas
$10.6K – – –
BWM
43
Baystate Wealth Management
Massachusetts
$7.83K +$6.87K +2,500 New
SPIA
44
Steward Partners Investment Advisory
New York
$3.13K – – –
US Bancorp
45
US Bancorp
Minnesota
$3.13K – – –
NS
46
NBC Securities
Alabama
$2K – – –
ASN
47
Advisory Services Network
Georgia
$1.56K +$1.37K +500 New
GWM
48
Geneos Wealth Management
Colorado
$1.51K – – –
Fidelity Investments
49
Fidelity Investments
Massachusetts
$3 +$3 +1 New
SFS
50
Shaker Financial Services
Virginia
– -$211K -81,332 Closed
1
2
3

CIK Hedge Fund Activity: Q4 2023 in Review

49 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Credit Suisse Asset Management Income Fund (CIK) for Q4 2023, worth a combined $12.6M — up 44% from $8.77M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new CIK positions and 8 closed out — a net gain of 3 holders — while 12 added to existing stakes and 7 trimmed.

The largest buyer was Invesco, opening a new position worth an estimated $1.35M. The largest seller was Shaker Financial Services, exiting entirely with an estimated $211K sold.

  • 49 institutional investors held Credit Suisse Asset Management Income Fund (CIK) as of Q4 2023, up from 46 in Q3 2023.
  • Funds reported $12.6M of Credit Suisse Asset Management Income Fund stock for Q4 2023, up 44% quarter-over-quarter.
  • 11 funds opened new Credit Suisse Asset Management Income Fund positions in Q4 2023 and 8 closed out, a net change of +3 holders.
  • The largest Credit Suisse Asset Management Income Fund buyer in Q4 2023 was Invesco, an estimated $1.35M added.
  • The largest Credit Suisse Asset Management Income Fund seller in Q4 2023 was Shaker Financial Services, an estimated $211K sold.

Based on aggregated 13F filings for Q4 2023.