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Nuveen Multi-Market Income Fund

27 hedge funds and large institutions have $40.9M invested in Nuveen Multi-Market Income Fund in 2020 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

17% more funds holding

Funds holding: 2327 (+4)

17% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 6

10% more capital invested

Capital invested by funds: $37.1M → $40.9M (+$3.81M)

3.97% more ownership

Funds ownership: 56.11%60.08% (+4%)

Holders
27
Holders Change
+4
Holders Change %
+17.39%
% of All Funds
0.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
7
Reduced
6
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$27.7M +$1.72M +243,795 +7%
1CP
2
1607 Capital Partners
Virginia
$8.17M
RVPG
3
Relative Value Partners Group
$1.57M +$553K +78,274 +56%
Morgan Stanley
4
Morgan Stanley
New York
$736K -$64.1K -9,065 -8%
ACP
5
Aviance Capital Partners
Florida
$642K -$93.3K -13,199 -13%
KAS
6
Kestra Advisory Services
Texas
$414K +$407K +57,500 New
CFGS
7
Concourse Financial Group Securities
Alabama
$244K +$72K +10,179 +43%
Baird Financial Group
8
Baird Financial Group
Wisconsin
$211K +$26.5K +3,746 +15%
PMG
9
ProVise Management Group
Florida
$207K
SCA
10
Strategic Capital Advisers
Colorado
$146K +$156 +22 +0.1%
SWP
11
Stratos Wealth Partners
Ohio
$121K
Bank of America
12
Bank of America
North Carolina
$114K
MA
13
Mutual Advisors
Nebraska
$95K -$10.6K -1,497 -10%
RJA
14
Raymond James & Associates
Florida
$81K +$79.6K +11,256 New
OC
15
Oppenheimer & Co
New York
$74K -$2.83K -400 -4%
SBIA
16
Sheaff Brock Investment Advisors
Indiana
$72K
PFGIA
17
Patriot Financial Group Insurance Agency
Massachusetts
$57K +$92 +13 +0.2%
TJHA
18
Thomas J. Herzfeld Advisors
Florida
$49K +$276 +39 +0.6%
VBCG
19
Valley Brook Capital Group
Pennsylvania
$44K +$43.8K +6,200 New
Wells Fargo
20
Wells Fargo
California
$38K -$10.6K -1,500 -22%
WAM
21
Wolverine Asset Management
Illinois
$17K +$17.4K +2,456 New
AA
22
Ancora Advisors
Ohio
$14K
APA
23
American Portfolios Advisors
New York
$12.9K
GWM
24
Geneos Wealth Management
Colorado
$10K
Osaic Holdings
25
Osaic Holdings
Arizona
$4K

JMM Hedge Fund Activity: Q4 2020 in Review

27 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Nuveen Multi-Market Income Fund (JMM) for Q4 2020, worth a combined $40.9M — up 10% from $37.1M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new JMM positions and 1 closed out — a net gain of 4 holders — while 7 added to existing stakes and 6 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $1.72M. The largest seller was Aviance Capital Partners, cutting an estimated $93.3K.

  • 27 institutional investors held Nuveen Multi-Market Income Fund (JMM) as of Q4 2020, up from 23 in Q3 2020.
  • Funds reported $40.9M of Nuveen Multi-Market Income Fund stock for Q4 2020, up 10% quarter-over-quarter.
  • 5 funds opened new Nuveen Multi-Market Income Fund positions in Q4 2020 and 1 closed out, a net change of +4 holders.
  • The largest Nuveen Multi-Market Income Fund buyer in Q4 2020 was Sit Investment Associates, an estimated $1.72M added.
  • The largest Nuveen Multi-Market Income Fund seller in Q4 2020 was Aviance Capital Partners, an estimated $93.3K sold.

Based on aggregated 13F filings for Q4 2020.