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Nuveen Multi-Market Income Fund

21 hedge funds and large institutions have $44.7M invested in Nuveen Multi-Market Income Fund in 2021 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 9 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

5% more funds holding

Funds holding: 2021 (+1)

2% more capital invested

Capital invested by funds: $44M → $44.7M (+$670K)

0.35% more ownership

Funds ownership: 61.96%62.31% (+0.35%)

44% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 9

Holders
21
Holders Change
+1
Holders Change %
+5%
% of All Funds
0.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
5
Reduced
9
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$30M +$598K +80,187 +2%
1CP
2
1607 Capital Partners
Virginia
$8.94M -$26.1K -3,500 -0.3%
RVPG
3
Relative Value Partners Group
$2.51M -$163K -21,882 -6%
ACP
4
Aviance Capital Partners
Florida
$1.19M -$30.3K -4,066 -3%
Morgan Stanley
5
Morgan Stanley
New York
$648K -$80.3K -10,764 -11%
CFGS
6
Concourse Financial Group Securities
Alabama
$302K +$26.4K +3,534 +10%
PMG
7
ProVise Management Group
Florida
$208K -$9.81K -1,315 -5%
SCA
8
Strategic Capital Advisers
Colorado
$193K +$649 +87 +0.3%
Bank of America
9
Bank of America
North Carolina
$135K
SWP
10
Stratos Wealth Partners
Ohio
$127K
BWM
11
BNC Wealth Management
Oregon
$81K +$79.5K +10,658 New
SFS
12
Shaker Financial Services
Virginia
$78K -$82.7K -11,089 -52%
SBIA
13
Sheaff Brock Investment Advisors
Indiana
$76K
PFGIA
14
Patriot Financial Group Insurance Agency
Massachusetts
$61K +$104 +14 +0.2%
TJHA
15
Thomas J. Herzfeld Advisors
Florida
$46K -$6.84K -917 -13%
Wells Fargo
16
Wells Fargo
California
$44K -$2.24K -300 -5%
UBS Group
17
UBS Group
Switzerland
$21K +$13.6K +1,829 +184%
AA
18
Ancora Advisors
Ohio
$14K
APA
19
American Portfolios Advisors
New York
$13.6K
GWM
20
Geneos Wealth Management
Colorado
$10K -$142 -19 -1%
Osaic Holdings
21
Osaic Holdings
Arizona
$10K +$9.66K +1,295 New
LPL Financial
22
LPL Financial
California
-$79K -10,584 Closed

JMM Hedge Fund Activity: Q4 2021 in Review

21 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Nuveen Multi-Market Income Fund (JMM) for Q4 2021, worth a combined $44.7M — up 1.5% from $44M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new JMM positions and 1 closed out — a net gain of 1 holder — while 5 added to existing stakes and 9 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $598K. The largest seller was Relative Value Partners Group, cutting an estimated $163K.

  • 21 institutional investors held Nuveen Multi-Market Income Fund (JMM) as of Q4 2021, up from 20 in Q3 2021.
  • Funds reported $44.7M of Nuveen Multi-Market Income Fund stock for Q4 2021, up 1.5% quarter-over-quarter.
  • 2 funds opened new Nuveen Multi-Market Income Fund positions in Q4 2021 and 1 closed out, a net change of +1 holder.
  • The largest Nuveen Multi-Market Income Fund buyer in Q4 2021 was Sit Investment Associates, an estimated $598K added.
  • The largest Nuveen Multi-Market Income Fund seller in Q4 2021 was Relative Value Partners Group, an estimated $163K sold.

Based on aggregated 13F filings for Q4 2021.