We are live on ! Find out more
NMAI icon

Nuveen Multi-Asset Income Fund

67 hedge funds and large institutions have $110M invested in Nuveen Multi-Asset Income Fund in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 20 increasing their positions, 25 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.32% more ownership

Funds ownership: 27.27%29.58% (+2.3%)

3% more capital invested

Capital invested by funds: $106M → $110M (+$3.64M)

6% less funds holding

Funds holding: 7167 (-4)

20% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 25

44% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 9

Holders
67
Holders Change
-4
Holders Change %
-5.63%
% of All Funds
1.06%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
20
Reduced
25
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
51
Clearstead Advisors
Ohio
$20.2K +$21.3K +1,820 New
TJHA
52
Thomas J. Herzfeld Advisors
Florida
$17.6K -$2.56M -218,492 -99%
Carson Wealth (CWM LLC)
53
Carson Wealth (CWM LLC)
Nebraska
$14K -$2K -171 -12%
WWM
54
Wolff Wiese Magana
California
$13.3K -$2.72K -232 -16%
GJIA
55
Glass Jacobson Investment Advisors
Maryland
$13.3K
SPIA
56
Steward Partners Investment Advisory
New York
$7.33K -$74K -6,322 -91%
DAM
57
Delta Asset Management
Tennessee
$5.2K
FWM
58
Focused Wealth Management
New York
$4.5K +$105 +9 +2%
GWM
59
Geneos Wealth Management
Colorado
$4.24K
AF
60
Allworth Financial
California
$3.98K +$105 +9 +3%
SS
61
Sunbelt Securities
Texas
$3.84K
LFG
62
Larson Financial Group
Missouri
$2.78K
JMF
63
Johnson Midwest Financial
Iowa
$1.26K
CT
64
Caldwell Trust
Florida
$734
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$712 -$24.8K -2,117 -97%
Citigroup
66
Citigroup
New York
$22
CCP
67
Clough Capital Partners
Massachusetts
-$2.83M -242,300 Closed
SFS
68
Shaker Financial Services
Virginia
-$1.87M -157,241 Closed
FMWA
69
Forvis Mazars Wealth Advisors
Missouri
-$356K -30,521 Closed
Susquehanna International Group
70
Susquehanna International Group
Pennsylvania
-$176K -15,099 Closed
GC
71
Guggenheim Capital
Illinois
-$160K -13,699 Closed
LC
72
Lindbrook Capital
California
-$140K -12,000 Closed
IGWM
73
ICA Group Wealth Management
Colorado
-$20.1K -1,722 Closed
OP
74
ORG Partners
Indiana
-$7K -568 Closed
Fidelity Investments
75
Fidelity Investments
Massachusetts
-$12 -1 Closed

NMAI Hedge Fund Activity: Q3 2023 in Review

67 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Nuveen Multi-Asset Income Fund (NMAI) for Q3 2023, worth a combined $110M — up 3.4% from $106M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of NMAI and 5 opened new positions — a net loss of 4 holders — while 25 trimmed existing stakes and 20 added.

The largest buyer was Saba Capital Management, adding an estimated $12.5M. The largest seller was Clough Capital Partners, exiting entirely with an estimated $2.83M sold.

  • 67 institutional investors held Nuveen Multi-Asset Income Fund (NMAI) as of Q3 2023, down from 71 in Q2 2023.
  • Funds reported $110M of Nuveen Multi-Asset Income Fund stock for Q3 2023, up 3.4% quarter-over-quarter.
  • 5 funds opened new Nuveen Multi-Asset Income Fund positions in Q3 2023 and 9 closed out, a net change of -4 holders.
  • The largest Nuveen Multi-Asset Income Fund buyer in Q3 2023 was Saba Capital Management, an estimated $12.5M added.
  • The largest Nuveen Multi-Asset Income Fund seller in Q3 2023 was Clough Capital Partners, an estimated $2.83M sold.

Based on aggregated 13F filings for Q3 2023.