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CIK

Credit Suisse Asset Management Income Fund

39 hedge funds and large institutions have $13.1M invested in Credit Suisse Asset Management Income Fund in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 8

13% more capital invested

Capital invested by funds: $11.6M → $13.1M (+$1.51M)

0.83% more ownership

Funds ownership: 7.48%8.3% (+0.83%)

7% less funds holding

Funds holding: 4239 (-3)

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

Holders
39
Holders Change
-3
Holders Change %
-7.14%
% of All Funds
0.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
12
Reduced
8
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$4.58M +$107K +36,637 +2%
Ameriprise
2
Ameriprise
Minnesota
$1.68M +$1.12M +381,572 +208%
Bank of America
3
Bank of America
North Carolina
$1.35M -$48.2K -16,448 -3%
Invesco
4
Invesco
Georgia
$1.2M +$174K +59,183 +17%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$668K +$471K +160,594 +249%
ICM
6
IMS Capital Management
Oregon
$597K +$221K +75,404 +63%
NA
7
NewEdge Advisors
Louisiana
$404K -$73.3K -25,000 -16%
LCM
8
Landscape Capital Management
New Jersey
$269K +$265K +90,493 New
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$226K -$10.1K -3,439 -4%
MML Investors Services
10
MML Investors Services
Massachusetts
$177K +$1.8K +615 +1%
Morgan Stanley
11
Morgan Stanley
New York
$165K +$78.5K +26,778 +93%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$164K -$8.8K -3,000 -5%
CIA
13
Capital Investment Advisors
Georgia
$145K
Wells Fargo
14
Wells Fargo
California
$140K +$7.33K +2,500 +6%
DAS
15
Dynamic Advisor Solutions
Arizona
$136K -$12.3K -4,196 -8%
WS
16
Wedbush Securities
California
$135K -$21.5K -7,330 -14%
MWM
17
Melfa Wealth Management
Massachusetts
$128K +$126K +42,950 New
Stifel Financial
18
Stifel Financial
Missouri
$120K
SPC
19
Sigma Planning Corp
Michigan
$92.9K +$26.7K +9,095 +41%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$84K -$636 -217 -0.8%
BRWA
21
B. Riley Wealth Advisors
Florida
$79.9K +$9.79K +3,337 +14%
Fiera Capital (Canada)
22
Fiera Capital (Canada)
Quebec, Canada
$75.5K
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$75K +$3.36K +1,146 +5%
KAS
24
Kestra Advisory Services
Texas
$61.6K +$12.8K +4,348 +27%
PA
25
Pinnacle Associates
New York
$51.8K