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Nuveen Multi-Asset Income Fund
NMAI

66 hedge funds and large institutions have $297M invested in Nuveen Multi-Asset Income Fund in 2024 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 19 increasing their positions, 14 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

155% more capital invested

Capital invested by funds: $116M → $297M (+$180M)

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

36% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 14

5% more funds holding

Funds holding: 63 → 66 (+3)

1.46% less ownership

Funds ownership: 26.7% → 25.24% (-1.5%)

Holders
66
Holders Change
+3
Holders Change %
+4.76%
% of All Funds
0.87%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
19
Reduced
14
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Pathstone Holdings
Pathstone Holdings
New Jersey
+$3.57M
2
AIA
Absolute Investment Advisers
Florida
+$2.59M
3
SFS
Shaker Financial Services
Virginia
+$1.47M
4
QL
Quarry LP
New York
+$1,000K
5
WAM
Wolverine Asset Management
Illinois
+$785K

Top Sellers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
-$11.8M
2
SIA
Sit Investment Associates
Minnesota
-$2.55M
3
Morgan Stanley
Morgan Stanley
New York
-$1.09M
4
NAS
NWF Advisory Services
California
-$496K
5
GT
Greenleaf Trust
Michigan
-$222K
Name Holding Trade Value Shares
Change 		Change in
Stake
DADC
26
D.A. Davidson & Co
Montana
$361K +$20.4K +1,614 +6%
GIA
27
Gladstone Institutional Advisory
Florida
$361K – – –
AAM
28
Advisors Asset Management
Colorado
$342K -$220K -17,396 -38%
SWM
29
Silverlake Wealth Management
Vermont
$318K – – –
Walleye Capital
30
Walleye Capital
New York
$316K +$332K +26,272 New
NA
31
NewEdge Advisors
Louisiana
$301K +$12.7K +1,009 +4%
GT
32
Greenleaf Trust
Michigan
$298K -$222K -17,583 -42%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$285K +$1.62K +128 +0.5%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$275K +$15K +1,187 +5%
Millennium Management
35
Millennium Management
New York
$258K -$189K -14,942 -41%
IWC
36
Integrated Wealth Concepts
Massachusetts
$252K – – –
FAG
37
Fortitude Advisory Group
Washington
$222K +$14.6K +1,159 +7%
MML Investors Services
38
MML Investors Services
Massachusetts
$207K – – –
RAM
39
Readystate Asset Management
Illinois
$193K +$202K +16,022 New
AWM
40
Avior Wealth Management
Nebraska
$184K +$74.4K +5,896 +63%
Wealth Enhancement Advisory Services
41
Wealth Enhancement Advisory Services
Minnesota
$175K +$7.76K +615 +4%
LCM
42
Landscape Capital Management
New Jersey
$151K +$158K +12,528 New
BSTWA
43
Blake Schutter Theil Wealth Advisors
Ohio
$147K – – –
AO
44
Advisor OS
Illinois
$125K – – –
Comerica Bank
45
Comerica Bank
Texas
$55.4K -$606 -48 -1%
Wells Fargo
46
Wells Fargo
California
$42.2K +$11.3K +899 +35%
MCM
47
MAI Capital Management
Ohio
$31.8K +$33.3K +2,638 New
US Bancorp
48
US Bancorp
Minnesota
$30.1K – – –
SIS
49
Sound Income Strategies
Florida
$22.9K – – –
VHAM
50
Van Hulzen Asset Management
California
$18.7K +$19.6K +1,552 New
1
2
3

NMAI Hedge Fund Activity: Q4 2024 in Review

66 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Nuveen Multi-Asset Income Fund (NMAI) for Q4 2024, worth a combined $297M — up 155% from $116M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new NMAI positions and 8 closed out — a net gain of 5 holders — while 19 added to existing stakes and 14 trimmed.

The largest buyer was Pathstone Holdings, opening a new position worth an estimated $3.57M. The largest seller was Saba Capital Management, cutting an estimated $11.8M.

  • 66 institutional investors held Nuveen Multi-Asset Income Fund (NMAI) as of Q4 2024, up from 63 in Q3 2024.
  • Funds reported $297M of Nuveen Multi-Asset Income Fund stock for Q4 2024, up 155% quarter-over-quarter.
  • 13 funds opened new Nuveen Multi-Asset Income Fund positions in Q4 2024 and 8 closed out, a net change of +5 holders.
  • The largest Nuveen Multi-Asset Income Fund buyer in Q4 2024 was Pathstone Holdings, an estimated $3.57M added.
  • The largest Nuveen Multi-Asset Income Fund seller in Q4 2024 was Saba Capital Management, an estimated $11.8M sold.

Based on aggregated 13F filings for Q4 2024.