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Nuveen Multi-Asset Income Fund

80 hedge funds and large institutions have $90.6M invested in Nuveen Multi-Asset Income Fund in 2022 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 20 increasing their positions, 25 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

8% more funds holding

Funds holding: 7480 (+6)

2.12% more ownership

Funds ownership: 18.37%20.49% (+2.1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

9% less capital invested

Capital invested by funds: $99.5M → $90.6M (-$8.89M)

20% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 25

Holders
80
Holders Change
+6
Holders Change %
+8.11%
% of All Funds
1.35%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
20
Reduced
25
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
26
Sigma Planning Corp
Michigan
$472K -$4.83K -331 -0.9%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$461K -$125K -8,581 -20%
FMWA
28
Forvis Mazars Wealth Advisors
Missouri
$403K
GIA
29
Gladstone Institutional Advisory
Florida
$403K +$69.2K +4,745 +18%
Stifel Financial
30
Stifel Financial
Missouri
$401K -$384K -26,350 -46%
MA
31
Mutual Advisors
Nebraska
$388K -$9.35K -641 -2%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$330K -$54.6K -3,748 -13%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$316K -$3.09K -212 -0.9%
IWC
34
Integrated Wealth Concepts
Massachusetts
$301K +$332K +22,781 New
PFS
35
Prospera Financial Services
Texas
$293K +$41.9K +2,875 +15%
Comerica Bank
36
Comerica Bank
Texas
$291K +$319K +21,862 New
9WM
37
9258 Wealth Management
Ohio
$284K +$758 +52 +0.2%
DADC
38
D.A. Davidson & Co
Montana
$275K +$14.6K +1,000 +5%
NA
39
NewEdge Advisors
Louisiana
$261K +$24.9K +1,710 +9%
Creative Planning
40
Creative Planning
Kansas
$235K +$11.5K +789 +5%
MML Investors Services
41
MML Investors Services
Massachusetts
$227K
CPIG
42
Chicago Partners Investment Group
Illinois
$216K +$3.76K +258 +2%
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$207K -$1.82K -125 -0.8%
PAG
44
Private Advisor Group
New Jersey
$206K +$228K +15,605 New
APA
45
American Portfolios Advisors
New York
$190K -$34.2K -2,344 -14%
KAS
46
Kestra Advisory Services
Texas
$172K -$267K -18,295 -58%
BI
47
Bulldog Investors
New Jersey
$169K
LC
48
Lindbrook Capital
California
$168K
GWM
49
Geneos Wealth Management
Colorado
$150K
Walleye Capital
50
Walleye Capital
New York
$149K +$165K +11,298 New

NMAI Hedge Fund Activity: Q2 2022 in Review

80 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Nuveen Multi-Asset Income Fund (NMAI) for Q2 2022, worth a combined $90.6M — down 8.9% from $99.5M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new NMAI positions and 8 closed out — a net gain of 7 holders — while 20 added to existing stakes and 25 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $8.36M. The largest seller was Guggenheim Capital, cutting an estimated $1.15M.

  • 80 institutional investors held Nuveen Multi-Asset Income Fund (NMAI) as of Q2 2022, up from 74 in Q1 2022.
  • Funds reported $90.6M of Nuveen Multi-Asset Income Fund stock for Q2 2022, down 8.9% quarter-over-quarter.
  • 15 funds opened new Nuveen Multi-Asset Income Fund positions in Q2 2022 and 8 closed out, a net change of +7 holders.
  • The largest Nuveen Multi-Asset Income Fund buyer in Q2 2022 was Morgan Stanley, an estimated $8.36M added.
  • The largest Nuveen Multi-Asset Income Fund seller in Q2 2022 was Guggenheim Capital, an estimated $1.15M sold.

Based on aggregated 13F filings for Q2 2022.