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Nuveen Multi-Asset Income Fund

74 hedge funds and large institutions have $93.6M invested in Nuveen Multi-Asset Income Fund in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 20 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 20

6% more capital invested

Capital invested by funds: $88M → $93.6M (+$5.63M)

1.43% more ownership

Funds ownership: 22.91%24.34% (+1.4%)

4% less funds holding

Funds holding: 7774 (-3)

10% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 10

Holders
74
Holders Change
-3
Holders Change %
-3.9%
% of All Funds
1.18%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
23
Reduced
20
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
51
Steward Partners Investment Advisory
New York
$80.6K
IGWM
52
ICA Group Wealth Management
Colorado
$29.8K +$5.93K +492 +24%
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$26.3K
JP Morgan Chase
54
JP Morgan Chase
New York
$24K -$64.3K -5,331 -72%
FIA
55
FNY Investment Advisers
New York
$23K +$24.1K +2,000 New
SIS
56
Sound Income Strategies
Florida
$22K +$23K +1,905 New
MPWT
57
MassMutual Private Wealth & Trust
Connecticut
$16.6K +$17.4K +1,440 New
WWM
58
Wolff Wiese Magana
California
$16.5K
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$15K +$15K +1,247 +12,470%
AAS
60
Ameritas Advisory Services
Nebraska
$11.9K +$12.2K +1,014 New
GWM
61
Geneos Wealth Management
Colorado
$10.3K -$7.6K -630 -41%
BWA
62
BDO Wealth Advisors
Florida
$9.63K +$10.1K +834 New
DAM
63
Delta Asset Management
Tennessee
$5.4K
FWM
64
Focused Wealth Management
New York
$4.68K
AF
65
Allworth Financial
California
$3.92K
SS
66
Sunbelt Securities
Texas
$3.92K +$4.16K +345 New
LFG
67
Larson Financial Group
Missouri
$2.88K
HBW
68
Hazlett, Burt & Watson
West Virginia
$2K
JMF
69
Johnson Midwest Financial
Iowa
$1.3K
CT
70
Caldwell Trust
Florida
$762
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
$739
Commonwealth Equity Services
72
Commonwealth Equity Services
Massachusetts
$284 -$17.9K -1,487 -6%
Citigroup
73
Citigroup
New York
$23
MCC
74
Money Concepts Capital
Florida
-$191K -16,603 Closed
Creative Planning
75
Creative Planning
Kansas
-$154K -13,395 Closed

NMAI Hedge Fund Activity: Q1 2023 in Review

74 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Nuveen Multi-Asset Income Fund (NMAI) for Q1 2023, worth a combined $93.6M — up 6.4% from $88M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of NMAI and 9 opened new positions — a net loss of 1 holder — while 20 trimmed existing stakes and 23 added.

The largest buyer was Heron Bay Capital Management, adding an estimated $1.91M. The largest seller was Bank of America, cutting an estimated $562K.

  • 74 institutional investors held Nuveen Multi-Asset Income Fund (NMAI) as of Q1 2023, down from 77 in Q4 2022.
  • Funds reported $93.6M of Nuveen Multi-Asset Income Fund stock for Q1 2023, up 6.4% quarter-over-quarter.
  • 9 funds opened new Nuveen Multi-Asset Income Fund positions in Q1 2023 and 10 closed out, a net change of -1 holder.
  • The largest Nuveen Multi-Asset Income Fund buyer in Q1 2023 was Heron Bay Capital Management, an estimated $1.91M added.
  • The largest Nuveen Multi-Asset Income Fund seller in Q1 2023 was Bank of America, an estimated $562K sold.

Based on aggregated 13F filings for Q1 2023.