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Nuveen Multi-Asset Income Fund

71 hedge funds and large institutions have $106M invested in Nuveen Multi-Asset Income Fund in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more capital invested

Capital invested by funds: $93.6M → $106M (+$12.7M)

2.93% more ownership

Funds ownership: 24.34%27.27% (+2.9%)

0% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 21

4% less funds holding

Funds holding: 7471 (-3)

30% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 10

Holders
71
Holders Change
-3
Holders Change %
-4.05%
% of All Funds
1.11%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
21
Reduced
21
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
$81.4K
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$25.4K +$24.5K +2,117 +3,308%
FIA
53
FNY Investment Advisers
New York
$23K
SIS
54
Sound Income Strategies
Florida
$22.2K
IGWM
55
ICA Group Wealth Management
Colorado
$20.1K -$9.92K -856 -33%
Carson Wealth (CWM LLC)
56
Carson Wealth (CWM LLC)
Nebraska
$17K +$1.98K +171 +14%
WWM
57
Wolff Wiese Magana
California
$16.7K
GJIA
58
Glass Jacobson Investment Advisors
Maryland
$14K +$13.9K +1,197 New
EC
59
Elequin Capital
New York
$12.8K -$163K -14,087 -93%
OP
60
ORG Partners
Indiana
$7K +$6.58K +568 New
DAM
61
Delta Asset Management
Tennessee
$5.46K
FWM
62
Focused Wealth Management
New York
$4.62K -$116 -10 -2%
GWM
63
Geneos Wealth Management
Colorado
$4.44K -$5.94K -513 -57%
AF
64
Allworth Financial
California
$4.07K +$104 +9 +3%
SS
65
Sunbelt Securities
Texas
$4.02K
LFG
66
Larson Financial Group
Missouri
$2.92K
JMF
67
Johnson Midwest Financial
Iowa
$1.32K
CT
68
Caldwell Trust
Florida
$770
Citigroup
69
Citigroup
New York
$23
Fidelity Investments
70
Fidelity Investments
Massachusetts
$12 +$12 +1 New
MA
71
Mutual Advisors
Nebraska
-$279K -24,151 Closed
Walleye Capital
72
Walleye Capital
New York
-$254K -22,050 Closed
SFS
73
Sowell Financial Services
Arkansas
-$158K -13,726 Closed
9WM
74
9258 Wealth Management
Ohio
-$124K -10,784 Closed
ASN
75
Advisory Services Network
Georgia
-$83.5K -7,235 Closed

NMAI Hedge Fund Activity: Q2 2023 in Review

71 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Nuveen Multi-Asset Income Fund (NMAI) for Q2 2023, worth a combined $106M — up 14% from $93.6M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of NMAI and 7 opened new positions — a net loss of 3 holders — while 21 trimmed existing stakes and 21 added.

The largest buyer was Saba Capital Management, adding an estimated $7.21M. The largest seller was UBS Group, cutting an estimated $575K.

  • 71 institutional investors held Nuveen Multi-Asset Income Fund (NMAI) as of Q2 2023, down from 74 in Q1 2023.
  • Funds reported $106M of Nuveen Multi-Asset Income Fund stock for Q2 2023, up 14% quarter-over-quarter.
  • 7 funds opened new Nuveen Multi-Asset Income Fund positions in Q2 2023 and 10 closed out, a net change of -3 holders.
  • The largest Nuveen Multi-Asset Income Fund buyer in Q2 2023 was Saba Capital Management, an estimated $7.21M added.
  • The largest Nuveen Multi-Asset Income Fund seller in Q2 2023 was UBS Group, an estimated $575K sold.

Based on aggregated 13F filings for Q2 2023.