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Nuveen Multi-Market Income Fund

23 hedge funds and large institutions have $37.1M invested in Nuveen Multi-Market Income Fund in 2020 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 5

1% more ownership

Funds ownership: 55.11%56.11% (+1%)

3% more capital invested

Capital invested by funds: $36M → $37.1M (+$1.08M)

0% more funds holding

Funds holding: 2323 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

Holders
23
Holders Change
Holders Change %
0%
% of All Funds
0.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
8
Reduced
5
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$25.2M +$684K +98,576 +3%
1CP
2
1607 Capital Partners
Virginia
$7.93M -$16.8K -2,415 -0.2%
RVPG
3
Relative Value Partners Group
$977K +$124K +17,928 +15%
Morgan Stanley
4
Morgan Stanley
New York
$778K -$3.14K -452 -0.4%
ACP
5
Aviance Capital Partners
Florida
$715K +$72.7K +10,472 +11%
PMG
6
ProVise Management Group
Florida
$201K -$14K -2,014 -7%
Baird Financial Group
7
Baird Financial Group
Wisconsin
$178K +$13.2K +1,896 +8%
CFGS
8
Concourse Financial Group Securities
Alabama
$166K +$25.8K +3,718 +19%
SCA
9
Strategic Capital Advisers
Colorado
$141K +$167 +24 +0.1%
SWP
10
Stratos Wealth Partners
Ohio
$117K -$7.61K -1,097 -6%
Bank of America
11
Bank of America
North Carolina
$111K
MA
12
Mutual Advisors
Nebraska
$102K +$102K +14,642 New
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$87K +$86.3K +12,444 New
OC
14
Oppenheimer & Co
New York
$74K
SBIA
15
Sheaff Brock Investment Advisors
Indiana
$70K
PFGIA
16
Patriot Financial Group Insurance Agency
Massachusetts
$56K +$69 +10 +0.1%
Wells Fargo
17
Wells Fargo
California
$47K -$8.24K -1,188 -15%
TJHA
18
Thomas J. Herzfeld Advisors
Florida
$47K +$291 +42 +0.6%
AA
19
Ancora Advisors
Ohio
$13K +$13.2K +1,896 New
APA
20
American Portfolios Advisors
New York
$12.6K
GWM
21
Geneos Wealth Management
Colorado
$9K
Osaic Holdings
22
Osaic Holdings
Arizona
$4K
UBS Group
23
UBS Group
Switzerland
$1K +$1.41K +203 New
RJFSA
24
Raymond James Financial Services Advisors
Florida
-$303K -43,941 Closed
RJA
25
Raymond James & Associates
Florida
-$73K -10,622 Closed

JMM Hedge Fund Activity: Q3 2020 in Review

23 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Nuveen Multi-Market Income Fund (JMM) for Q3 2020, worth a combined $37.1M — up 3% from $36M a quarter earlier.

Fund positioning in JMM was balanced in Q3 2020: 4 funds opened new positions, 4 closed out, 8 added to existing stakes and 5 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $684K. The largest seller was Raymond James Financial Services Advisors, exiting entirely with an estimated $303K sold.

  • 23 institutional investors held Nuveen Multi-Market Income Fund (JMM) as of Q3 2020, unchanged from Q2 2020.
  • Funds reported $37.1M of Nuveen Multi-Market Income Fund stock for Q3 2020, up 3% quarter-over-quarter.
  • 4 funds opened new Nuveen Multi-Market Income Fund positions in Q3 2020 and 4 closed out, a net change of 0 holders.
  • The largest Nuveen Multi-Market Income Fund buyer in Q3 2020 was Sit Investment Associates, an estimated $684K added.
  • The largest Nuveen Multi-Market Income Fund seller in Q3 2020 was Raymond James Financial Services Advisors, an estimated $303K sold.

Based on aggregated 13F filings for Q3 2020.