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Nuveen Multi-Market Income Fund

22 hedge funds and large institutions have $36M invested in Nuveen Multi-Market Income Fund in 2019 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 7

1.22% more ownership

Funds ownership: 50.2%51.42% (+1.2%)

3% more capital invested

Capital invested by funds: $34.9M → $36M (+$1.09M)

0% more funds holding

Funds holding: 2222 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

Holders
22
Holders Change
Holders Change %
0%
% of All Funds
0.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
8
Reduced
7
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$24.1M +$1.24M +169,790 +5%
1CP
2
1607 Capital Partners
Virginia
$7.85M +$206K +28,267 +3%
RVPG
3
Relative Value Partners Group
$904K +$9.62K +1,317 +1%
Morgan Stanley
4
Morgan Stanley
New York
$781K -$7.21K -987 -0.9%
ACP
5
Aviance Capital Partners
Florida
$532K +$222K +30,431 +73%
CFGS
6
Concourse Financial Group Securities
Alabama
$346K +$19.5K +2,668 +6%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$269K +$13.3K +1,817 +5%
PMG
8
ProVise Management Group
Florida
$239K -$2.19K -300 -0.9%
SWP
9
Stratos Wealth Partners
Ohio
$170K +$321 +44 +0.2%
SCA
10
Strategic Capital Advisers
Colorado
$149K +$147K +20,200 New
Bank of America
11
Bank of America
North Carolina
$116K -$25.6K -3,500 -18%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$98K +$97K +13,278 New
NL
13
NWAM LLC
Washington
$78K -$1.01K -138 -1%
OC
14
Oppenheimer & Co
New York
$78K +$76.7K +10,500 New
PFGIA
15
Patriot Financial Group Insurance Agency
Massachusetts
$70K +$168 +23 +0.2%
Wells Fargo
16
Wells Fargo
California
$66K -$22.4K -3,074 -26%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$59K -$4.58K -627 -7%
AA
18
Ancora Advisors
Ohio
$14K +$13.9K +1,897 New
APA
19
American Portfolios Advisors
New York
$13.3K
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$13K
UBS Group
21
UBS Group
Switzerland
$5K -$5.69K -779 -56%
AG
22
Advisor Group
Arizona
$4K
KIM
23
Karpus Investment Management
New York
-$922K -125,455 Closed
LCM
24
Landscape Capital Management
New Jersey
-$198K -26,876 Closed
NCM
25
Next Capital Management
New York
-$13K -1,816 Closed

JMM Hedge Fund Activity: Q4 2019 in Review

22 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Nuveen Multi-Market Income Fund (JMM) for Q4 2019, worth a combined $36M — up 3.1% from $34.9M a quarter earlier.

Fund positioning in JMM was balanced in Q4 2019: 4 funds opened new positions, 4 closed out, 8 added to existing stakes and 7 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $1.24M. The largest seller was Karpus Investment Management, exiting entirely with an estimated $922K sold.

  • 22 institutional investors held Nuveen Multi-Market Income Fund (JMM) as of Q4 2019, unchanged from Q3 2019.
  • Funds reported $36M of Nuveen Multi-Market Income Fund stock for Q4 2019, up 3.1% quarter-over-quarter.
  • 4 funds opened new Nuveen Multi-Market Income Fund positions in Q4 2019 and 4 closed out, a net change of 0 holders.
  • The largest Nuveen Multi-Market Income Fund buyer in Q4 2019 was Sit Investment Associates, an estimated $1.24M added.
  • The largest Nuveen Multi-Market Income Fund seller in Q4 2019 was Karpus Investment Management, an estimated $922K sold.

Based on aggregated 13F filings for Q4 2019.