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Nuveen Multi-Asset Income Fund

71 hedge funds and large institutions have $106M invested in Nuveen Multi-Asset Income Fund in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more capital invested

Capital invested by funds: $93.6M → $106M (+$12.7M)

2.93% more ownership

Funds ownership: 24.34%27.27% (+2.9%)

0% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 21

4% less funds holding

Funds holding: 7471 (-3)

30% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 10

Holders
71
Holders Change
-3
Holders Change %
-4.05%
% of All Funds
1.11%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
21
Reduced
21
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$378K -$10.2K -880 -3%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$363K -$3.02K -261 -0.8%
FMWA
28
Forvis Mazars Wealth Advisors
Missouri
$356K
Rockefeller Capital Management
29
Rockefeller Capital Management
New York
$355K
NA
30
NewEdge Advisors
Louisiana
$350K +$36.4K +3,140 +12%
GIA
31
Gladstone Institutional Advisory
Florida
$350K
RJFSA
32
Raymond James Financial Services Advisors
Florida
$342K -$2.87K -248 -0.8%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$318K +$31.2K +2,695 +11%
Invesco
34
Invesco
Georgia
$313K +$3.71K +320 +1%
IWC
35
Integrated Wealth Concepts
Massachusetts
$304K +$28.7K +2,479 +10%
DADC
36
D.A. Davidson & Co
Montana
$278K -$10.1K -868 -4%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$261K +$10.5K +904 +4%
SPC
38
Sigma Planning Corp
Michigan
$242K +$13.6K +1,177 +6%
MML Investors Services
39
MML Investors Services
Massachusetts
$200K -$29K -2,501 -13%
First Trust Advisors
40
First Trust Advisors
Illinois
$188K -$335K -28,949 -64%
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$176K +$175K +15,099 New
Cetera Investment Advisers
42
Cetera Investment Advisers
Illinois
$174K -$11.5K -991 -6%
GC
43
Guggenheim Capital
Illinois
$160K -$152K -13,098 -49%
BI
44
Bulldog Investors
New Jersey
$149K
FAG
45
Fortitude Advisory Group
Washington
$145K +$21.6K +1,863 +18%
LC
46
Lindbrook Capital
California
$140K
Koshinski Asset Management
47
Koshinski Asset Management
Illinois
$123K
JP Morgan Chase
48
JP Morgan Chase
New York
$94.1K +$69.3K +5,981 +287%
SWM
49
Spire Wealth Management
Virginia
$87.4K
CWC
50
Carolinas Wealth Consulting
North Carolina
$86.9K

NMAI Hedge Fund Activity: Q2 2023 in Review

71 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Nuveen Multi-Asset Income Fund (NMAI) for Q2 2023, worth a combined $106M — up 14% from $93.6M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of NMAI and 7 opened new positions — a net loss of 3 holders — while 21 trimmed existing stakes and 21 added.

The largest buyer was Saba Capital Management, adding an estimated $7.21M. The largest seller was UBS Group, cutting an estimated $575K.

  • 71 institutional investors held Nuveen Multi-Asset Income Fund (NMAI) as of Q2 2023, down from 74 in Q1 2023.
  • Funds reported $106M of Nuveen Multi-Asset Income Fund stock for Q2 2023, up 14% quarter-over-quarter.
  • 7 funds opened new Nuveen Multi-Asset Income Fund positions in Q2 2023 and 10 closed out, a net change of -3 holders.
  • The largest Nuveen Multi-Asset Income Fund buyer in Q2 2023 was Saba Capital Management, an estimated $7.21M added.
  • The largest Nuveen Multi-Asset Income Fund seller in Q2 2023 was UBS Group, an estimated $575K sold.

Based on aggregated 13F filings for Q2 2023.