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Nuveen Multi-Asset Income Fund

67 hedge funds and large institutions have $110M invested in Nuveen Multi-Asset Income Fund in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 20 increasing their positions, 25 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.32% more ownership

Funds ownership: 27.27%29.58% (+2.3%)

3% more capital invested

Capital invested by funds: $106M → $110M (+$3.64M)

6% less funds holding

Funds holding: 7167 (-4)

20% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 25

44% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 9

Holders
67
Holders Change
-4
Holders Change %
-5.63%
% of All Funds
1.06%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
20
Reduced
25
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$321K -$26.6K -2,273 -7%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$313K +$9.79K +836 +3%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$310K -$17K -1,449 -5%
IWC
29
Integrated Wealth Concepts
Massachusetts
$290K +$129 +11 +0%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$280K +$31.7K +2,707 +12%
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
$269K +$283K +24,193 New
DADC
32
D.A. Davidson & Co
Montana
$252K -$13.6K -1,159 -5%
AA
33
AQR Arbitrage
Connecticut
$247K -$407K -34,739 -61%
NA
34
NewEdge Advisors
Louisiana
$244K -$94.8K -8,100 -27%
SPC
35
Sigma Planning Corp
Michigan
$214K -$17.6K -1,503 -7%
Invesco
36
Invesco
Georgia
$199K -$104K -8,913 -33%
MML Investors Services
37
MML Investors Services
Massachusetts
$194K +$2.82K +241 +1%
FAG
38
Fortitude Advisory Group
Washington
$187K +$51.3K +4,380 +35%
First Trust Advisors
39
First Trust Advisors
Illinois
$170K -$9.72K -830 -5%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$166K
EC
41
Elequin Capital
New York
$164K +$159K +13,613 +1,244%
BI
42
Bulldog Investors
New Jersey
$142K
Koshinski Asset Management
43
Koshinski Asset Management
Illinois
$118K
SWM
44
Spire Wealth Management
Virginia
$94.5K +$11.7K +1,000 +13%
CWC
45
Carolinas Wealth Consulting
North Carolina
$77.9K
JP Morgan Chase
46
JP Morgan Chase
New York
$76.1K -$14.3K -1,222 -15%
WAM
47
Wolverine Asset Management
Illinois
$33.4K -$1.72M -147,207 -98%
FIA
48
FNY Investment Advisers
New York
$33K +$11.7K +1,000 +50%
SIS
49
Sound Income Strategies
Florida
$21.2K
Comerica Bank
50
Comerica Bank
Texas
$20.4K +$21.5K +1,835 New

NMAI Hedge Fund Activity: Q3 2023 in Review

67 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Nuveen Multi-Asset Income Fund (NMAI) for Q3 2023, worth a combined $110M — up 3.4% from $106M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of NMAI and 5 opened new positions — a net loss of 4 holders — while 25 trimmed existing stakes and 20 added.

The largest buyer was Saba Capital Management, adding an estimated $12.5M. The largest seller was Clough Capital Partners, exiting entirely with an estimated $2.83M sold.

  • 67 institutional investors held Nuveen Multi-Asset Income Fund (NMAI) as of Q3 2023, down from 71 in Q2 2023.
  • Funds reported $110M of Nuveen Multi-Asset Income Fund stock for Q3 2023, up 3.4% quarter-over-quarter.
  • 5 funds opened new Nuveen Multi-Asset Income Fund positions in Q3 2023 and 9 closed out, a net change of -4 holders.
  • The largest Nuveen Multi-Asset Income Fund buyer in Q3 2023 was Saba Capital Management, an estimated $12.5M added.
  • The largest Nuveen Multi-Asset Income Fund seller in Q3 2023 was Clough Capital Partners, an estimated $2.83M sold.

Based on aggregated 13F filings for Q3 2023.