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Nuveen Multi-Asset Income Fund

77 hedge funds and large institutions have $88M invested in Nuveen Multi-Asset Income Fund in 2022 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 17 increasing their positions, 26 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 10

7% more capital invested

Capital invested by funds: $82.2M → $88M (+$5.83M)

7% more funds holding

Funds holding: 7277 (+5)

1.29% more ownership

Funds ownership: 21.62%22.91% (+1.3%)

35% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 26

Holders
77
Holders Change
+5
Holders Change %
+6.94%
% of All Funds
1.24%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
17
Reduced
26
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
26
Rockefeller Capital Management
New York
$349K -$116K -10,000 -25%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$347K -$167K -14,321 -32%
GIA
28
Gladstone Institutional Advisory
Florida
$345K -$6.01K -517 -2%
Stifel Financial
29
Stifel Financial
Missouri
$334K -$41.2K -3,540 -11%
Invesco
30
Invesco
Georgia
$306K -$382K -32,893 -55%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$299K +$7.53K +648 +3%
MA
32
Mutual Advisors
Nebraska
$285K -$49K -4,214 -15%
DADC
33
D.A. Davidson & Co
Montana
$282K +$16.3K +1,402 +6%
Walleye Capital
34
Walleye Capital
New York
$272K +$106K +9,111 +63%
NA
35
NewEdge Advisors
Louisiana
$265K +$17.8K +1,533 +7%
IWC
36
Integrated Wealth Concepts
Massachusetts
$263K
MML Investors Services
37
MML Investors Services
Massachusetts
$256K +$46.7K +4,015 +22%
SPC
38
Sigma Planning Corp
Michigan
$247K -$94.6K -8,137 -27%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$234K -$70.6K -6,071 -23%
WAM
40
Wolverine Asset Management
Illinois
$218K -$1.41M -121,580 -87%
MCC
41
Money Concepts Capital
Florida
$191K +$193K +16,603 New
Cetera Investment Advisers
42
Cetera Investment Advisers
Illinois
$183K +$185K +15,931 New
Creative Planning
43
Creative Planning
Kansas
$154K -$44.7K -3,845 -22%
BI
44
Bulldog Investors
New Jersey
$147K
LC
45
Lindbrook Capital
California
$138K
IAIM
46
International Assets Investment Management
Florida
$130K +$132K +11,313 New
9WM
47
9258 Wealth Management
Ohio
$124K -$93.6K -8,054 -43%
Mariner
48
Mariner
Kansas
$123K -$100K -8,632 -45%
Koshinski Asset Management
49
Koshinski Asset Management
Illinois
$121K
FAG
50
Fortitude Advisory Group
Washington
$117K +$118K +10,188 New

NMAI Hedge Fund Activity: Q4 2022 in Review

77 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Nuveen Multi-Asset Income Fund (NMAI) for Q4 2022, worth a combined $88M — up 7.1% from $82.2M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new NMAI positions and 10 closed out — a net gain of 7 holders — while 17 added to existing stakes and 26 trimmed.

The largest buyer was Saba Capital Management, adding an estimated $8.23M. The largest seller was Shaker Financial Services, cutting an estimated $2.08M.

  • 77 institutional investors held Nuveen Multi-Asset Income Fund (NMAI) as of Q4 2022, up from 72 in Q3 2022.
  • Funds reported $88M of Nuveen Multi-Asset Income Fund stock for Q4 2022, up 7.1% quarter-over-quarter.
  • 17 funds opened new Nuveen Multi-Asset Income Fund positions in Q4 2022 and 10 closed out, a net change of +7 holders.
  • The largest Nuveen Multi-Asset Income Fund buyer in Q4 2022 was Saba Capital Management, an estimated $8.23M added.
  • The largest Nuveen Multi-Asset Income Fund seller in Q4 2022 was Shaker Financial Services, an estimated $2.08M sold.

Based on aggregated 13F filings for Q4 2022.