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CIK

Credit Suisse Asset Management Income Fund

47 hedge funds and large institutions have $12.7M invested in Credit Suisse Asset Management Income Fund in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 18 increasing their positions, 14 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

29% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 14

12% more capital invested

Capital invested by funds: $11.4M → $12.7M (+$1.37M)

0.88% more ownership

Funds ownership: 8.63%9.5% (+0.88%)

0% more funds holding

Funds holding: 4747 (0)

Holders
47
Holders Change
Holders Change %
0%
% of All Funds
0.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
18
Reduced
14
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$3.5M +$143K +53,250 +4%
Bank of America
2
Bank of America
North Carolina
$1.39M -$42.2K -15,750 -3%
Invesco
3
Invesco
Georgia
$1.3M -$21.8K -8,131 -2%
SFS
4
Shaker Financial Services
Virginia
$975K +$763K +285,081 +303%
SIA
5
Sit Investment Associates
Minnesota
$852K +$698K +260,795 +369%
WAM
6
Wolverine Asset Management
Illinois
$642K +$419K +156,624 +168%
NA
7
NewEdge Advisors
Louisiana
$553K -$36.4K -13,600 -6%
BRWA
8
B. Riley Wealth Advisors
Florida
$370K -$339K -126,741 -47%
SPC
9
Sigma Planning Corp
Michigan
$298K -$56.6K -21,163 -15%
ICM
10
IMS Capital Management
Oregon
$275K +$4.24K +1,583 +2%
Walleye Capital
11
Walleye Capital
New York
$208K +$152K +56,692 +234%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$171K +$141K +52,749 +378%
Morgan Stanley
13
Morgan Stanley
New York
$154K -$17.4K -6,515 -10%
LCM
14
Landscape Capital Management
New Jersey
$153K +$97.6K +36,458 +157%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$151K
MML Investors Services
16
MML Investors Services
Massachusetts
$143K -$16.5K -6,159 -10%
CIA
17
Capital Investment Advisors
Georgia
$131K -$7.23K -2,700 -5%
Stifel Financial
18
Stifel Financial
Missouri
$111K +$7.54K +2,819 +7%
DAS
19
Dynamic Advisor Solutions
Arizona
$110K +$13.8K +5,148 +14%
CAM
20
Columbia Asset Management
Michigan
$103K
SA
21
Strategic Advisors
New York
$97.3K +$1.57K +587 +2%
CAN
22
Cetera Advisor Networks
California
$97.1K -$38.7K -14,473 -28%
Nomura Holdings
23
Nomura Holdings
Japan
$92.8K +$96.6K +36,103 New
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$73K -$3.68K -1,376 -5%
UBS Group
25
UBS Group
Switzerland
$64.1K +$5.73K +2,140 +9%

CIK Hedge Fund Activity: Q1 2023 in Review

47 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Credit Suisse Asset Management Income Fund (CIK) for Q1 2023, worth a combined $12.7M — up 12% from $11.4M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new CIK positions and 2 closed out — a net gain of 1 holder — while 18 added to existing stakes and 14 trimmed.

The largest buyer was Shaker Financial Services, adding an estimated $763K. The largest seller was Fiera Capital (Canada), cutting an estimated $482K.

  • 47 institutional investors held Credit Suisse Asset Management Income Fund (CIK) as of Q1 2023, unchanged from Q4 2022.
  • Funds reported $12.7M of Credit Suisse Asset Management Income Fund stock for Q1 2023, up 12% quarter-over-quarter.
  • 3 funds opened new Credit Suisse Asset Management Income Fund positions in Q1 2023 and 2 closed out, a net change of +1 holder.
  • The largest Credit Suisse Asset Management Income Fund buyer in Q1 2023 was Shaker Financial Services, an estimated $763K added.
  • The largest Credit Suisse Asset Management Income Fund seller in Q1 2023 was Fiera Capital (Canada), an estimated $482K sold.

Based on aggregated 13F filings for Q1 2023.