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Nuveen Multi-Market Income Fund

20 hedge funds and large institutions have $38.6M invested in Nuveen Multi-Market Income Fund in 2022 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 5

0.48% more ownership

Funds ownership: 62.31%62.79% (+0.48%)

5% less funds holding

Funds holding: 2120 (-1)

14% less capital invested

Capital invested by funds: $44.7M → $38.6M (-$6.06M)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

Holders
20
Holders Change
-1
Holders Change %
-4.76%
% of All Funds
0.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
6
Reduced
5
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$26M +$284K +41,286 +1%
1CP
2
1607 Capital Partners
Virginia
$8.02M +$370K +53,800 +5%
RVPG
3
Relative Value Partners Group
$2.04M -$125K -18,153 -5%
ACP
4
Aviance Capital Partners
Florida
$1.09M +$73.1K +10,612 +7%
Morgan Stanley
5
Morgan Stanley
New York
$519K -$39.5K -5,732 -7%
KAS
6
Kestra Advisory Services
Texas
$196K +$208K +30,217 New
SCA
7
Strategic Capital Advisers
Colorado
$166K +$640 +93 +0.4%
AA
8
Ancora Advisors
Ohio
$146K +$142K +20,600 +1,086%
SWP
9
Stratos Wealth Partners
Ohio
$109K
Bank of America
10
Bank of America
North Carolina
$100K -$17.2K -2,500 -14%
PMG
11
ProVise Management Group
Florida
$71K -$114K -16,535 -60%
SBIA
12
Sheaff Brock Investment Advisors
Indiana
$65K
PFGIA
13
Patriot Financial Group Insurance Agency
Massachusetts
$52K +$55 +8 +0.1%
Wells Fargo
14
Wells Fargo
California
$37K -$7 -1 -0%
APA
15
American Portfolios Advisors
New York
$11.7K
GWM
16
Geneos Wealth Management
Colorado
$8K
Osaic Holdings
17
Osaic Holdings
Arizona
$8K
WAM
18
Wolverine Asset Management
Illinois
$5K +$5.5K +799 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$4K +$3.77K +547 New
CFGS
20
Concourse Financial Group Securities
Alabama
-$274K -39,811 Closed
BWM
21
BNC Wealth Management
Oregon
-$81K -10,658 Closed
SFS
22
Shaker Financial Services
Virginia
-$78K -10,349 Closed
TJHA
23
Thomas J. Herzfeld Advisors
Florida
-$46K -6,009 Closed
UBS Group
24
UBS Group
Switzerland
-$21K -2,824 Closed
FIA
25
FNY Investment Advisers
New York
+$344 +50 New

JMM Hedge Fund Activity: Q1 2022 in Review

20 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Nuveen Multi-Market Income Fund (JMM) for Q1 2022, worth a combined $38.6M — down 14% from $44.7M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of JMM and 4 opened new positions — a net loss of 1 holder — while 5 trimmed existing stakes and 6 added.

The largest buyer was 1607 Capital Partners, adding an estimated $370K. The largest seller was Concourse Financial Group Securities, exiting entirely with an estimated $274K sold.

  • 20 institutional investors held Nuveen Multi-Market Income Fund (JMM) as of Q1 2022, down from 21 in Q4 2021.
  • Funds reported $38.6M of Nuveen Multi-Market Income Fund stock for Q1 2022, down 14% quarter-over-quarter.
  • 4 funds opened new Nuveen Multi-Market Income Fund positions in Q1 2022 and 5 closed out, a net change of -1 holder.
  • The largest Nuveen Multi-Market Income Fund buyer in Q1 2022 was 1607 Capital Partners, an estimated $370K added.
  • The largest Nuveen Multi-Market Income Fund seller in Q1 2022 was Concourse Financial Group Securities, an estimated $274K sold.

Based on aggregated 13F filings for Q1 2022.