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Nuveen Multi-Market Income Fund

23 hedge funds and large institutions have $36M invested in Nuveen Multi-Market Income Fund in 2020 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more capital invested

Capital invested by funds: $31.1M → $36M (+$4.88M)

14% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 7

1.26% more ownership

Funds ownership: 53.84%55.11% (+1.3%)

0% more funds holding

Funds holding: 2323 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

Holders
23
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
5
Increased
8
Reduced
7
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$24.2M +$688K +105,352 +3%
1CP
2
1607 Capital Partners
Virginia
$7.86M -$38.5K -5,887 -0.5%
RVPG
3
Relative Value Partners Group
$842K -$99.3K -15,196 -11%
Morgan Stanley
4
Morgan Stanley
New York
$772K +$57.3K +8,771 +9%
ACP
5
Aviance Capital Partners
Florida
$635K +$116K +17,804 +24%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$303K +$159K +24,404 +125%
PMG
7
ProVise Management Group
Florida
$212K -$8.82K -1,350 -4%
Baird Financial Group
8
Baird Financial Group
Wisconsin
$163K +$6.22K +953 +4%
CFGS
9
Concourse Financial Group Securities
Alabama
$139K +$75.5K +11,556 +137%
SCA
10
Strategic Capital Advisers
Colorado
$139K +$132K +20,208 New
SWP
11
Stratos Wealth Partners
Ohio
$123K -$7 -1 -0%
Bank of America
12
Bank of America
North Carolina
$109K -$155K -23,768 -60%
RJA
13
Raymond James & Associates
Florida
$73K
OC
14
Oppenheimer & Co
New York
$73K +$980 +150 +1%
SBIA
15
Sheaff Brock Investment Advisors
Indiana
$69K +$65.3K +10,000 New
PFGIA
16
Patriot Financial Group Insurance Agency
Massachusetts
$55K -$9.94K -1,521 -16%
Wells Fargo
17
Wells Fargo
California
$55K +$21.6K +3,300 +71%
TJHA
18
Thomas J. Herzfeld Advisors
Florida
$46K +$43.9K +6,719 New
CAN
19
Cetera Advisor Networks
California
$24K +$23.1K +3,541 New
APA
20
American Portfolios Advisors
New York
$12.4K
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$12K
GWM
22
Geneos Wealth Management
Colorado
$9K +$9.07K +1,389 New
Osaic Holdings
23
Osaic Holdings
Arizona
$4K -$22.2K -3,405 -86%
DA
24
Doliver Advisors
Texas
-$96K -14,858 Closed
WAM
25
Wolverine Asset Management
Illinois
-$85K -14,018 Closed

JMM Hedge Fund Activity: Q2 2020 in Review

23 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Nuveen Multi-Market Income Fund (JMM) for Q2 2020, worth a combined $36M — up 16% from $31.1M a quarter earlier.

Fund positioning in JMM was balanced in Q2 2020: 5 funds opened new positions, 5 closed out, 8 added to existing stakes and 7 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $688K. The largest seller was Bank of America, cutting an estimated $155K.

  • 23 institutional investors held Nuveen Multi-Market Income Fund (JMM) as of Q2 2020, unchanged from Q1 2020.
  • Funds reported $36M of Nuveen Multi-Market Income Fund stock for Q2 2020, up 16% quarter-over-quarter.
  • 5 funds opened new Nuveen Multi-Market Income Fund positions in Q2 2020 and 5 closed out, a net change of 0 holders.
  • The largest Nuveen Multi-Market Income Fund buyer in Q2 2020 was Sit Investment Associates, an estimated $688K added.
  • The largest Nuveen Multi-Market Income Fund seller in Q2 2020 was Bank of America, an estimated $155K sold.

Based on aggregated 13F filings for Q2 2020.