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Nuveen Multi-Market Income Fund

19 hedge funds and large institutions have $30.7M invested in Nuveen Multi-Market Income Fund in 2017 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 3

3% more capital invested

Capital invested by funds: $29.9M → $30.7M (+$801K)

0.56% more ownership

Funds ownership: 42.7%43.26% (+0.56%)

0% more funds holding

Funds holding: 1919 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

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
3
Increased
10
Reduced
3
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$22.5M +$863K +114,974 +4%
1CP
2
1607 Capital Partners
Virginia
$5.62M -$301K -40,108 -5%
TJHA
3
Thomas J. Herzfeld Advisors
Florida
$531K +$27.2K +3,622 +5%
Morgan Stanley
4
Morgan Stanley
New York
$521K +$216K +28,733 +70%
PMG
5
ProVise Management Group
Florida
$299K
NL
6
NWAM LLC
Washington
$176K +$82.9K +11,050 +88%
SFS
7
Shaker Financial Services
Virginia
$160K +$160K +21,300 New
RVPG
8
Relative Value Partners Group
$151K -$8.41K -1,121 -5%
Wells Fargo
9
Wells Fargo
California
$136K +$76.7K +10,222 +130%
SCM
10
Saba Capital Management
New York
$130K
Citadel Advisors
11
Citadel Advisors
Florida
$104K +$104K +13,820 New
Ameriprise
12
Ameriprise
Minnesota
$98K +$510 +68 +0.5%
Bank of America
13
Bank of America
North Carolina
$83K +$7.13K +951 +9%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$79K -$10.8K -1,436 -12%
PFGIA
15
Patriot Financial Group Insurance Agency
Massachusetts
$38K +$3.75K +500 +11%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$22K
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$15K +$2.25K +300 +17%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$9K +$9.38K +1,250 New
UBS Group
19
UBS Group
Switzerland
$5K +$2.74K +365 +146%
LPL Financial
20
LPL Financial
California
-$615K -83,078 Closed
SCM
21
Sterneck Capital Management
Missouri
-$174K -23,536 Closed
WAM
22
Wolverine Asset Management
Illinois
-$38K -5,250 Closed

JMM Hedge Fund Activity: Q2 2017 in Review

19 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Nuveen Multi-Market Income Fund (JMM) for Q2 2017, worth a combined $30.7M — up 2.7% from $29.9M a quarter earlier.

Fund positioning in JMM was balanced in Q2 2017: 3 funds opened new positions, 3 closed out, 10 added to existing stakes and 3 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $863K. The largest seller was LPL Financial, exiting entirely with an estimated $615K sold.

  • 19 institutional investors held Nuveen Multi-Market Income Fund (JMM) as of Q2 2017, unchanged from Q1 2017.
  • Funds reported $30.7M of Nuveen Multi-Market Income Fund stock for Q2 2017, up 2.7% quarter-over-quarter.
  • 3 funds opened new Nuveen Multi-Market Income Fund positions in Q2 2017 and 3 closed out, a net change of 0 holders.
  • The largest Nuveen Multi-Market Income Fund buyer in Q2 2017 was Sit Investment Associates, an estimated $863K added.
  • The largest Nuveen Multi-Market Income Fund seller in Q2 2017 was LPL Financial, an estimated $615K sold.

Based on aggregated 13F filings for Q2 2017.