We are live on ! Find out more
NMAI icon

Nuveen Multi-Asset Income Fund

71 hedge funds and large institutions have $129M invested in Nuveen Multi-Asset Income Fund in 2024 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 18 increasing their positions, 18 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 11

9% more funds holding

Funds holding: 6571 (+6)

0% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 18

4.8% less ownership

Funds ownership: 35.73%30.93% (-4.8%)

12% less capital invested

Capital invested by funds: $147M → $129M (-$18.3M)

Holders
71
Holders Change
+6
Holders Change %
+9.23%
% of All Funds
1.02%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
18
Reduced
18
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
51
JP Morgan Chase
New York
$48.5K -$131K -10,785 -73%
SIS
52
Sound Income Strategies
Florida
$23.7K
AssetMark Inc
53
AssetMark Inc
California
$16.8K +$17.1K +1,406 New
WWM
54
Wolff Wiese Magana
California
$14.9K
CA
55
CoreCap Advisors
Michigan
$13.7K +$13.4K +1,100 New
Wells Fargo
56
Wells Fargo
California
$12.2K +$5.42K +446 +83%
IGWM
57
ICA Group Wealth Management
Colorado
$10.2K
TCM
58
TD Capital Management
Tennessee
$9.29K +$9.08K +747 New
SPIA
59
Steward Partners Investment Advisory
New York
$8.2K
OP
60
ORG Partners
Indiana
$7.03K +$6.9K +568 New
DAM
61
Delta Asset Management
Tennessee
$5.82K
GJIA
62
Glass Jacobson Investment Advisors
Maryland
$5.54K
AF
63
Allworth Financial
California
$5.25K +$668 +55 +15%
GWM
64
Geneos Wealth Management
Colorado
$4.74K
SS
65
Sunbelt Securities
Texas
$4.29K
BFEC
66
Benjamin F. Edwards & Company
Missouri
$4K -$1.08M -88,644 -100%
TRCT
67
Tower Research Capital (TRC)
New York
$1.66K +$1.62K +133 New
CIBC Private Wealth Group
68
CIBC Private Wealth Group
Georgia
$1.62K +$1.59K +131 New
PNC Financial Services Group
69
PNC Financial Services Group
Pennsylvania
$796
FIA
70
FNY Investment Advisers
New York
$37 +$36.5K +3,000 New
Citigroup
71
Citigroup
New York
$25
CCP
72
Clough Capital Partners
Massachusetts
-$3.09M -251,150 Closed
COLIM
73
City of London Investment Management
United Kingdom
-$804K -65,350 Closed
KACA
74
Kayne Anderson Capital Advisors
California
-$395K -32,100 Closed
QC
75
Quantedge Capital
Singapore
-$304K -24,738 Closed

NMAI Hedge Fund Activity: Q1 2024 in Review

71 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Nuveen Multi-Asset Income Fund (NMAI) for Q1 2024, worth a combined $129M — down 12% from $147M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new NMAI positions and 11 closed out — a net gain of 7 holders — while 18 added to existing stakes and 18 trimmed.

The largest buyer was Absolute Investment Advisers, opening a new position worth an estimated $2.05M. The largest seller was Morgan Stanley, cutting an estimated $19M.

  • 71 institutional investors held Nuveen Multi-Asset Income Fund (NMAI) as of Q1 2024, up from 65 in Q4 2023.
  • Funds reported $129M of Nuveen Multi-Asset Income Fund stock for Q1 2024, down 12% quarter-over-quarter.
  • 18 funds opened new Nuveen Multi-Asset Income Fund positions in Q1 2024 and 11 closed out, a net change of +7 holders.
  • The largest Nuveen Multi-Asset Income Fund buyer in Q1 2024 was Absolute Investment Advisers, an estimated $2.05M added.
  • The largest Nuveen Multi-Asset Income Fund seller in Q1 2024 was Morgan Stanley, an estimated $19M sold.

Based on aggregated 13F filings for Q1 2024.