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Nuveen Multi-Market Income Fund

19 hedge funds and large institutions have $28.3M invested in Nuveen Multi-Market Income Fund in 2016 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 4

0.32% more ownership

Funds ownership: 40.7%41.02% (+0.32%)

0% more funds holding

Funds holding: 1919 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

2% less capital invested

Capital invested by funds: $28.9M → $28.3M (-$562K)

Holders
19
Holders Change
Holders Change %
0%
% of All Funds
0.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
9
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$19.5M +$177K +24,344 +0.9%
1CP
2
1607 Capital Partners
Virginia
$5.75M +$7.14K +980 +0.1%
LPL Financial
3
LPL Financial
California
$607K +$22.2K +3,040 +4%
TJHA
4
Thomas J. Herzfeld Advisors
Florida
$500K -$7.29K -1,000 -1%
SCM
5
Sterneck Capital Management
Missouri
$374K -$70.9K -9,728 -16%
PMG
6
ProVise Management Group
Florida
$326K -$10.9K -1,500 -3%
RVPG
7
Relative Value Partners Group
$308K
Ameriprise
8
Ameriprise
Minnesota
$166K +$19.3K +2,649 +13%
Wells Fargo
9
Wells Fargo
California
$133K +$16.9K +2,314 +15%
SCM
10
Saba Capital Management
New York
$126K
LCM
11
Landscape Capital Management
New Jersey
$116K +$116K +15,897 New
Morgan Stanley
12
Morgan Stanley
New York
$101K +$350 +48 +0.3%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$93K +$678 +93 +0.7%
NL
14
NWAM LLC
Washington
$91K +$474 +65 +0.5%
Bank of America
15
Bank of America
North Carolina
$74K
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$21K +$11.3K +1,551 +117%
UBS Group
17
UBS Group
Switzerland
$16K -$36.6K -5,026 -70%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$13K
PFGIA
19
Patriot Financial Group Insurance Agency
Massachusetts
$12K +$12.4K +1,700 New
IWMPD
20
Integrated Wealth Management (Palm Desert)
California
-$38K -5,000 Closed
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
-$5K -600 Closed

JMM Hedge Fund Activity: Q4 2016 in Review

19 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Nuveen Multi-Market Income Fund (JMM) for Q4 2016, worth a combined $28.3M — down 1.9% from $28.9M a quarter earlier.

Fund positioning in JMM was balanced in Q4 2016: 2 funds opened new positions, 2 closed out, 9 added to existing stakes and 4 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $177K. The largest seller was Sterneck Capital Management, cutting an estimated $70.9K.

  • 19 institutional investors held Nuveen Multi-Market Income Fund (JMM) as of Q4 2016, unchanged from Q3 2016.
  • Funds reported $28.3M of Nuveen Multi-Market Income Fund stock for Q4 2016, down 1.9% quarter-over-quarter.
  • 2 funds opened new Nuveen Multi-Market Income Fund positions in Q4 2016 and 2 closed out, a net change of 0 holders.
  • The largest Nuveen Multi-Market Income Fund buyer in Q4 2016 was Sit Investment Associates, an estimated $177K added.
  • The largest Nuveen Multi-Market Income Fund seller in Q4 2016 was Sterneck Capital Management, an estimated $70.9K sold.

Based on aggregated 13F filings for Q4 2016.