We are live on ! Find out more
NMAI icon

Nuveen Multi-Asset Income Fund

72 hedge funds and large institutions have $82.2M invested in Nuveen Multi-Asset Income Fund in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 28 increasing their positions, 22 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 22

1.13% more ownership

Funds ownership: 20.49%21.62% (+1.1%)

9% less capital invested

Capital invested by funds: $90.6M → $82.2M (-$8.4M)

10% less funds holding

Funds holding: 8072 (-8)

53% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 15

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
72
Holders Change
-8
Holders Change %
-10%
% of All Funds
1.24%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
7
Increased
28
Reduced
22
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$371K +$29.8K +2,227 +7%
FMWA
27
Forvis Mazars Wealth Advisors
Missouri
$348K
GIA
28
Gladstone Institutional Advisory
Florida
$348K
JP Morgan Chase
29
JP Morgan Chase
New York
$342K -$103K -7,690 -20%
SPC
30
Sigma Planning Corp
Michigan
$337K -$81.9K -6,126 -17%
MA
31
Mutual Advisors
Nebraska
$331K -$4.4K -329 -1%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$301K +$32.7K +2,448 +10%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$289K +$5.24K +392 +2%
H6H
34
Hightower 6M Holding
Kansas
$273K +$321K +23,975 New
DADC
35
D.A. Davidson & Co
Montana
$264K +$31.2K +2,331 +11%
IWC
36
Integrated Wealth Concepts
Massachusetts
$260K +$1.16K +87 +0.4%
NA
37
NewEdge Advisors
Louisiana
$253K +$32.1K +2,400 +12%
Mariner
38
Mariner
Kansas
$220K +$258K +19,311 New
9WM
39
9258 Wealth Management
Ohio
$215K -$35.6K -2,665 -12%
MML Investors Services
40
MML Investors Services
Massachusetts
$208K +$15.2K +1,140 +7%
Creative Planning
41
Creative Planning
Kansas
$196K -$7.61K -569 -3%
Walleye Capital
42
Walleye Capital
New York
$166K +$43.7K +3,267 +29%
Millennium Management
43
Millennium Management
New York
$162K +$190K +14,211 New
Truist Financial
44
Truist Financial
North Carolina
$148K +$26.2K +1,962 +18%
BI
45
Bulldog Investors
New Jersey
$146K
Comerica Bank
46
Comerica Bank
Texas
$144K -$113K -8,451 -39%
APA
47
American Portfolios Advisors
New York
$141K -$27.2K -2,031 -14%
LC
48
Lindbrook Capital
California
$137K -$9.65K -722 -6%
KAS
49
Kestra Advisory Services
Texas
$131K -$20.1K -1,506 -12%
CMS
50
Capital Market Strategies
Florida
$122K +$143K +10,726 New

NMAI Hedge Fund Activity: Q3 2022 in Review

72 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Nuveen Multi-Asset Income Fund (NMAI) for Q3 2022, worth a combined $82.2M — down 9.3% from $90.6M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of NMAI and 7 opened new positions — a net loss of 8 holders — while 22 trimmed existing stakes and 28 added.

The largest buyer was Saba Capital Management, adding an estimated $11.6M. The largest seller was Penserra Capital Management, exiting entirely with an estimated $8.45M sold.

  • 72 institutional investors held Nuveen Multi-Asset Income Fund (NMAI) as of Q3 2022, down from 80 in Q2 2022.
  • Funds reported $82.2M of Nuveen Multi-Asset Income Fund stock for Q3 2022, down 9.3% quarter-over-quarter.
  • 7 funds opened new Nuveen Multi-Asset Income Fund positions in Q3 2022 and 15 closed out, a net change of -8 holders.
  • The largest Nuveen Multi-Asset Income Fund buyer in Q3 2022 was Saba Capital Management, an estimated $11.6M added.
  • The largest Nuveen Multi-Asset Income Fund seller in Q3 2022 was Penserra Capital Management, an estimated $8.45M sold.

Based on aggregated 13F filings for Q3 2022.