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Nuveen Multi-Asset Income Fund
NMAI

80 hedge funds and large institutions have $90.6M invested in Nuveen Multi-Asset Income Fund in 2022 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 20 increasing their positions, 25 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

8% more funds holding

Funds holding: 74 → 80 (+6)

2.12% more ownership

Funds ownership: 18.37% → 20.49% (+2.1%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

9% less capital invested

Capital invested by funds: $99.5M → $90.6M (-$8.89M)

20% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 25

Holders
80
Holders Change
+6
Holders Change %
+8.11%
% of All Funds
1.35%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
20
Reduced
25
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$8.36M
2
LPL Financial
LPL Financial
California
+$3.69M
3
HBCM
Heron Bay Capital Management
Michigan
+$2.42M
4
Osaic Holdings
Osaic Holdings
Arizona
+$1.77M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$769K

Top Sellers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
-$1.15M
2
SFS
Shaker Financial Services
Virginia
-$701K
3
WAM
Wolverine Asset Management
Illinois
-$664K
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$509K
5
CRC
Curi RMB Capital
Illinois
-$497K
Name Holding Trade Value Shares
Change 		Change in
Stake
Truist Financial
51
Truist Financial
North Carolina
$146K -$5.54K -380 -3%
ARC
52
Advisor Resource Council
Texas
$145K +$160K +10,966 New
Koshinski Asset Management
53
Koshinski Asset Management
Illinois
$139K – – –
ASN
54
Advisory Services Network
Georgia
$135K +$1.08K +74 +0.7%
Rockefeller Capital Management
55
Rockefeller Capital Management
New York
$132K -$35.4K -2,429 -20%
SWM
56
Spire Wealth Management
Virginia
$104K +$115K +7,900 New
CWC
57
Carolinas Wealth Consulting
North Carolina
$98K – – –
SPIA
58
Steward Partners Investment Advisory
New York
$92K – – –
PFGIA
59
Patriot Financial Group Insurance Agency
Massachusetts
$71K +$3.31K +227 +4%
Carson Wealth (CWM LLC)
60
Carson Wealth (CWM LLC)
Nebraska
$54K +$59.8K +4,102 New
MAM
61
Marquette Asset Management
Minnesota
$44K +$48.3K +3,312 New
AP
62
Atwood & Palmer
Missouri
$41K – – –
BBPWM
63
Blue Bell Private Wealth Management
Pennsylvania
$34K +$37.9K +2,599 New
WWM
64
Wolff Wiese Magana
California
$19K – – –
HBW
65
Hazlett, Burt & Watson
West Virginia
$16K – – –
CA
66
CoreCap Advisors
Michigan
$15K +$16K +1,100 New
US Bancorp
67
US Bancorp
Minnesota
$15K +$16.3K +1,120 New
CFGS
68
Concourse Financial Group Securities
Alabama
$14K – – –
IA
69
IFP Advisors
Florida
$8K – – –
FWM
70
Focused Wealth Management
New York
$5K +$87 +6 +2%
GRP
71
Global Retirement Partners
California
$4K – – –
AF
72
Allworth Financial
California
$4K +$87 +6 +2%
LFG
73
Larson Financial Group
Missouri
$3K – – –
PA
74
Parallel Advisors
California
$3K – – –
PNC Financial Services Group
75
PNC Financial Services Group
Pennsylvania
$1K -$15.4K -1,056 -94%
1 2
3
4

NMAI Hedge Fund Activity: Q2 2022 in Review

80 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Nuveen Multi-Asset Income Fund (NMAI) for Q2 2022, worth a combined $90.6M — down 8.9% from $99.5M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new NMAI positions and 8 closed out — a net gain of 7 holders — while 20 added to existing stakes and 25 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $8.36M. The largest seller was Guggenheim Capital, cutting an estimated $1.15M.

  • 80 institutional investors held Nuveen Multi-Asset Income Fund (NMAI) as of Q2 2022, up from 74 in Q1 2022.
  • Funds reported $90.6M of Nuveen Multi-Asset Income Fund stock for Q2 2022, down 8.9% quarter-over-quarter.
  • 15 funds opened new Nuveen Multi-Asset Income Fund positions in Q2 2022 and 8 closed out, a net change of +7 holders.
  • The largest Nuveen Multi-Asset Income Fund buyer in Q2 2022 was Morgan Stanley, an estimated $8.36M added.
  • The largest Nuveen Multi-Asset Income Fund seller in Q2 2022 was Guggenheim Capital, an estimated $1.15M sold.

Based on aggregated 13F filings for Q2 2022.