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Nuveen Multi-Asset Income Fund

71 hedge funds and large institutions have $129M invested in Nuveen Multi-Asset Income Fund in 2024 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 18 increasing their positions, 18 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 11

9% more funds holding

Funds holding: 6571 (+6)

0% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 18

4.8% less ownership

Funds ownership: 35.73%30.93% (-4.8%)

12% less capital invested

Capital invested by funds: $147M → $129M (-$18.3M)

Holders
71
Holders Change
+6
Holders Change %
+9.23%
% of All Funds
1.02%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
18
Reduced
18
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$336K -$22.7K -1,870 -6%
NA
27
NewEdge Advisors
Louisiana
$335K -$40K -3,293 -11%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$311K -$4.11K -338 -1%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$311K +$2.2K +181 +0.7%
CA
30
Cetera Advisors
Colorado
$303K +$296K +24,385 New
IWC
31
Integrated Wealth Concepts
Massachusetts
$301K -$16.6K -1,370 -5%
DADC
32
D.A. Davidson & Co
Montana
$297K +$4.86K +400 +2%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$289K -$56.8K -4,674 -17%
MML Investors Services
34
MML Investors Services
Massachusetts
$217K
FAG
35
Fortitude Advisory Group
Washington
$209K
Cerity Partners
36
Cerity Partners
New York
$207K +$202K +16,632 New
SPC
37
Sigma Planning Corp
Michigan
$206K +$201K +16,572 New
LCM
38
Landscape Capital Management
New Jersey
$200K +$196K +16,089 New
Koshinski Asset Management
39
Koshinski Asset Management
Illinois
$180K +$175K +14,441 New
Walleye Capital
40
Walleye Capital
New York
$176K +$172K +14,170 New
Wealth Enhancement Advisory Services
41
Wealth Enhancement Advisory Services
Minnesota
$171K -$52.7K -4,335 -24%
PAG
42
Private Advisor Group
New Jersey
$166K +$8.59K +707 +6%
BI
43
Bulldog Investors
New Jersey
$159K
Fisher Asset Management
44
Fisher Asset Management
Washington
$141K +$138K +11,341 New
AO
45
Advisor OS
Illinois
$129K +$126K +10,389 New
Deutsche Bank
46
Deutsche Bank
Germany
$123K +$120K +9,894 New
AWM
47
Avior Wealth Management
Nebraska
$110K +$107K +8,832 New
CWC
48
Carolinas Wealth Consulting
North Carolina
$93.3K
SWM
49
Spire Wealth Management
Virginia
$90.2K
US Bancorp
50
US Bancorp
Minnesota
$54.9K

NMAI Hedge Fund Activity: Q1 2024 in Review

71 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Nuveen Multi-Asset Income Fund (NMAI) for Q1 2024, worth a combined $129M — down 12% from $147M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new NMAI positions and 11 closed out — a net gain of 7 holders — while 18 added to existing stakes and 18 trimmed.

The largest buyer was Absolute Investment Advisers, opening a new position worth an estimated $2.05M. The largest seller was Morgan Stanley, cutting an estimated $19M.

  • 71 institutional investors held Nuveen Multi-Asset Income Fund (NMAI) as of Q1 2024, up from 65 in Q4 2023.
  • Funds reported $129M of Nuveen Multi-Asset Income Fund stock for Q1 2024, down 12% quarter-over-quarter.
  • 18 funds opened new Nuveen Multi-Asset Income Fund positions in Q1 2024 and 11 closed out, a net change of +7 holders.
  • The largest Nuveen Multi-Asset Income Fund buyer in Q1 2024 was Absolute Investment Advisers, an estimated $2.05M added.
  • The largest Nuveen Multi-Asset Income Fund seller in Q1 2024 was Morgan Stanley, an estimated $19M sold.

Based on aggregated 13F filings for Q1 2024.