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Nuveen Multi-Asset Income Fund
NMAI

77 hedge funds and large institutions have $88M invested in Nuveen Multi-Asset Income Fund in 2022 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 17 increasing their positions, 26 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 10

7% more capital invested

Capital invested by funds: $82.2M → $88M (+$5.83M)

7% more funds holding

Funds holding: 72 → 77 (+5)

1.29% more ownership

Funds ownership: 21.62% → 22.91% (+1.3%)

35% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 26

Holders
77
Holders Change
+5
Holders Change %
+6.94%
% of All Funds
1.24%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
17
Reduced
26
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
+$8.23M
2
SIA
Sit Investment Associates
Minnesota
+$5.37M
3
CCP
Clough Capital Partners
Massachusetts
+$1.97M
4
LPL Financial
LPL Financial
California
+$800K
5
EC
Elequin Capital
New York
+$486K

Top Sellers

Rank Fund Capital Flow
1
SFS
Shaker Financial Services
Virginia
-$2.08M
2
RVPG
Relative Value Partners Group
-$1.98M
3
HBCM
Heron Bay Capital Management
Michigan
-$1.96M
4
WAM
Wolverine Asset Management
Illinois
-$1.41M
5
UBS Group
UBS Group
Switzerland
-$1.36M
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
51
JP Morgan Chase
New York
$85K -$263K -22,615 -75%
CWC
52
Carolinas Wealth Consulting
North Carolina
$83.5K – – –
ASN
53
Advisory Services Network
Georgia
$83.1K +$84.1K +7,234 New
SPIA
54
Steward Partners Investment Advisory
New York
$80.2K – – –
AC
55
Almitas Capital
California
$62.2K +$62.9K +5,411 New
AP
56
Atwood & Palmer
Missouri
$35.7K – – –
IGWM
57
ICA Group Wealth Management
Colorado
$26.5K +$24.3K +2,086 New
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$26.2K +$19.8K +1,707 +300%
IA
59
IFP Advisors
Florida
$24K +$4.02K +346 +37%
GWM
60
Geneos Wealth Management
Colorado
$17.5K -$6.81K -586 -28%
WWM
61
Wolff Wiese Magana
California
$16.5K – – –
GJIA
62
Glass Jacobson Investment Advisors
Maryland
$13.8K +$13.9K +1,197 New
CA
63
CoreCap Advisors
Michigan
$12.6K +$12.8K +1,100 New
DAM
64
Delta Asset Management
Tennessee
$5.38K +$5.44K +468 New
FWM
65
Focused Wealth Management
New York
$4.66K +$465 +40 +11%
AWM
66
Accurate Wealth Management
Florida
$4.2K +$4.05K +348 New
GRP
67
Global Retirement Partners
California
$3.92K +$372 +32 +10%
AF
68
Allworth Financial
California
$3.91K +$477 +41 +14%
LFG
69
Larson Financial Group
Missouri
$2.87K – – –
HBW
70
Hazlett, Burt & Watson
West Virginia
$2K – – –
PP
71
PrairieView Partners
Minnesota
$2K +$2.22K +191 New
JMF
72
Johnson Midwest Financial
Iowa
$1K – – –
CT
73
Caldwell Trust
Florida
$758 – – –
PNC Financial Services Group
74
PNC Financial Services Group
Pennsylvania
$735 – – –
Citigroup
75
Citigroup
New York
$23 – – –
1 2
3
4

NMAI Hedge Fund Activity: Q4 2022 in Review

77 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Nuveen Multi-Asset Income Fund (NMAI) for Q4 2022, worth a combined $88M — up 7.1% from $82.2M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new NMAI positions and 10 closed out — a net gain of 7 holders — while 17 added to existing stakes and 26 trimmed.

The largest buyer was Saba Capital Management, adding an estimated $8.23M. The largest seller was Shaker Financial Services, cutting an estimated $2.08M.

  • 77 institutional investors held Nuveen Multi-Asset Income Fund (NMAI) as of Q4 2022, up from 72 in Q3 2022.
  • Funds reported $88M of Nuveen Multi-Asset Income Fund stock for Q4 2022, up 7.1% quarter-over-quarter.
  • 17 funds opened new Nuveen Multi-Asset Income Fund positions in Q4 2022 and 10 closed out, a net change of +7 holders.
  • The largest Nuveen Multi-Asset Income Fund buyer in Q4 2022 was Saba Capital Management, an estimated $8.23M added.
  • The largest Nuveen Multi-Asset Income Fund seller in Q4 2022 was Shaker Financial Services, an estimated $2.08M sold.

Based on aggregated 13F filings for Q4 2022.