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Nuveen Multi-Asset Income Fund

63 hedge funds and large institutions have $122M invested in Nuveen Multi-Asset Income Fund in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 21 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 17

1.35% less ownership

Funds ownership: 30.93%29.58% (-1.4%)

5% less capital invested

Capital invested by funds: $129M → $122M (-$6.49M)

11% less funds holding

Funds holding: 7163 (-8)

60% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 10

Holders
63
Holders Change
-8
Holders Change %
-11.27%
% of All Funds
0.91%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
21
Reduced
17
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GIA
26
Gladstone Institutional Advisory
Florida
$371K
DADC
27
D.A. Davidson & Co
Montana
$367K +$71.6K +5,901 +25%
Walleye Capital
28
Walleye Capital
New York
$348K +$170K +14,001 +99%
NA
29
NewEdge Advisors
Louisiana
$338K +$4.97K +410 +2%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$332K -$1.3K -107 -0.4%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$313K +$4.21K +347 +1%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$310K +$1.65K +136 +0.5%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$292K +$4.93K +407 +2%
IWC
34
Integrated Wealth Concepts
Massachusetts
$290K -$9.51K -784 -3%
MML Investors Services
35
MML Investors Services
Massachusetts
$212K -$2.92K -241 -1%
PAG
36
Private Advisor Group
New Jersey
$212K +$45.6K +3,761 +28%
Koshinski Asset Management
37
Koshinski Asset Management
Illinois
$210K +$21.4K +1,768 +12%
FAG
38
Fortitude Advisory Group
Washington
$208K
SPC
39
Sigma Planning Corp
Michigan
$200K -$4.9K -404 -2%
Wealth Enhancement Advisory Services
40
Wealth Enhancement Advisory Services
Minnesota
$173K +$2.86K +236 +2%
BI
41
Bulldog Investors
New Jersey
$158K
LCM
42
Landscape Capital Management
New Jersey
$156K -$41.6K -3,433 -21%
AO
43
Advisor OS
Illinois
$128K
AWM
44
Avior Wealth Management
Nebraska
$112K +$3.25K +268 +3%
IAIM
45
International Assets Investment Management
Florida
$94.9K +$93.2K +7,687 New
CWC
46
Carolinas Wealth Consulting
North Carolina
$92.7K
US Bancorp
47
US Bancorp
Minnesota
$54.5K
SIS
48
Sound Income Strategies
Florida
$23.5K
WWM
49
Wolff Wiese Magana
California
$14.8K
SPIA
50
Steward Partners Investment Advisory
New York
$8.14K

NMAI Hedge Fund Activity: Q2 2024 in Review

63 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Nuveen Multi-Asset Income Fund (NMAI) for Q2 2024, worth a combined $122M — down 5% from $129M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of NMAI and 4 opened new positions — a net loss of 6 holders — while 17 trimmed existing stakes and 21 added.

The largest buyer was Absolute Investment Advisers, adding an estimated $1.6M. The largest seller was Sit Investment Associates, cutting an estimated $4.67M.

  • 63 institutional investors held Nuveen Multi-Asset Income Fund (NMAI) as of Q2 2024, down from 71 in Q1 2024.
  • Funds reported $122M of Nuveen Multi-Asset Income Fund stock for Q2 2024, down 5% quarter-over-quarter.
  • 4 funds opened new Nuveen Multi-Asset Income Fund positions in Q2 2024 and 10 closed out, a net change of -6 holders.
  • The largest Nuveen Multi-Asset Income Fund buyer in Q2 2024 was Absolute Investment Advisers, an estimated $1.6M added.
  • The largest Nuveen Multi-Asset Income Fund seller in Q2 2024 was Sit Investment Associates, an estimated $4.67M sold.

Based on aggregated 13F filings for Q2 2024.