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Nuveen Multi-Asset Income Fund

63 hedge funds and large institutions have $116M invested in Nuveen Multi-Asset Income Fund in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 24 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

0% more funds holding

Funds holding: 6363 (0)

5% less capital invested

Capital invested by funds: $122M → $116M (-$5.67M)

2.88% less ownership

Funds ownership: 29.58%26.7% (-2.9%)

42% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 24

Holders
63
Holders Change
Holders Change %
0%
% of All Funds
0.9%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
14
Reduced
24
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
26
Silverlake Wealth Management
Vermont
$349K -$217K -16,581 -39%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$327K -$5.04K -386 -2%
NA
28
NewEdge Advisors
Louisiana
$317K -$44.3K -3,394 -12%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$311K -$23.3K -1,784 -7%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$287K -$25.5K -1,953 -8%
IWC
31
Integrated Wealth Concepts
Massachusetts
$277K -$32.7K -2,506 -11%
FAG
32
Fortitude Advisory Group
Washington
$229K +$5.95K +455 +3%
MML Investors Services
33
MML Investors Services
Massachusetts
$227K
Koshinski Asset Management
34
Koshinski Asset Management
Illinois
$214K
SPC
35
Sigma Planning Corp
Michigan
$214K -$13 -1 -0%
PAG
36
Private Advisor Group
New Jersey
$201K -$25.7K -1,965 -11%
Wealth Enhancement Advisory Services
37
Wealth Enhancement Advisory Services
Minnesota
$184K -$1.5K -115 -0.8%
BI
38
Bulldog Investors
New Jersey
$169K
BSTWA
39
Blake Schutter Theil Wealth Advisors
Ohio
$161K +$160K +12,214 New
AO
40
Advisor OS
Illinois
$137K
AWM
41
Avior Wealth Management
Nebraska
$124K +$3.8K +291 +3%
Comerica Bank
42
Comerica Bank
Texas
$61.5K -$538K -41,144 -90%
FIA
43
FNY Investment Advisers
New York
$39K +$39.2K +3,000 New
Wells Fargo
44
Wells Fargo
California
$34.4K +$34K +2,601 +260,100%
US Bancorp
45
US Bancorp
Minnesota
$33K -$25K -1,910 -43%
SIS
46
Sound Income Strategies
Florida
$25.2K
JP Morgan Chase
47
JP Morgan Chase
New York
$21.9K +$21.6K +1,654 +55,133%
WWM
48
Wolff Wiese Magana
California
$15.9K
Fifth Third Bancorp
49
Fifth Third Bancorp
Ohio
$15.4K +$15.2K +1,165 New
CA
50
CoreCap Advisors
Michigan
$14.5K +$14.4K +1,100 New

NMAI Hedge Fund Activity: Q3 2024 in Review

63 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Nuveen Multi-Asset Income Fund (NMAI) for Q3 2024, worth a combined $116M — down 4.6% from $122M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new NMAI positions and 7 closed out — a net gain of 1 holder — while 14 added to existing stakes and 24 trimmed.

The largest buyer was Penserra Capital Management, opening a new position worth an estimated $8.79M. The largest seller was Sit Investment Associates, cutting an estimated $6.07M.

  • 63 institutional investors held Nuveen Multi-Asset Income Fund (NMAI) as of Q3 2024, unchanged from Q2 2024.
  • Funds reported $116M of Nuveen Multi-Asset Income Fund stock for Q3 2024, down 4.6% quarter-over-quarter.
  • 8 funds opened new Nuveen Multi-Asset Income Fund positions in Q3 2024 and 7 closed out, a net change of +1 holder.
  • The largest Nuveen Multi-Asset Income Fund buyer in Q3 2024 was Penserra Capital Management, an estimated $8.79M added.
  • The largest Nuveen Multi-Asset Income Fund seller in Q3 2024 was Sit Investment Associates, an estimated $6.07M sold.

Based on aggregated 13F filings for Q3 2024.