We are live on ! Find out more
CIK

Credit Suisse Asset Management Income Fund

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: 4649 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$4.45M +$209K +76,104 +6%
Invesco
2
Invesco
Georgia
$1.54M +$1.35M +492,588 New
Bank of America
3
Bank of America
North Carolina
$1.49M -$54.9K -20,000 -4%
Ameriprise
4
Ameriprise
Minnesota
$628K +$486K +177,025 +750%
NA
5
NewEdge Advisors
Louisiana
$532K +$23.9K +8,700 +5%
ICM
6
IMS Capital Management
Oregon
$367K +$15K +5,479 +5%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$249K +$30.6K +11,127 +16%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$228K +$200K +72,867 New
MML Investors Services
9
MML Investors Services
Massachusetts
$197K -$2.59K -942 -1%
LCM
10
Landscape Capital Management
New Jersey
$185K +$99.1K +36,102 +157%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$182K
Morgan Stanley
12
Morgan Stanley
New York
$180K +$5.5K +2,003 +4%
DAS
13
Dynamic Advisor Solutions
Arizona
$152K +$1.36K +497 +1%
CIA
14
Capital Investment Advisors
Georgia
$149K
SPC
15
Sigma Planning Corp
Michigan
$149K -$130K -47,284 -50%
BRWA
16
B. Riley Wealth Advisors
Florida
$144K +$61.5K +22,405 +95%
WS
17
Wedbush Securities
California
$142K
Wells Fargo
18
Wells Fargo
California
$131K -$72.6K -26,425 -39%
Stifel Financial
19
Stifel Financial
Missouri
$127K
CAM
20
Columbia Asset Management
Michigan
$125K
JP Morgan Chase
21
JP Morgan Chase
New York
$109K +$95.8K +34,872 New
CAS
22
CTC Alternative Strategies
Illinois
$98.1K +$86K +31,328 New
SIA
23
Sit Investment Associates
Minnesota
$93K +$81.6K +29,724 New
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$89K
Osaic Holdings
25
Osaic Holdings
Arizona
$81.2K +$302 +110 +0.4%

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.