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Nuveen Multi-Asset Income Fund
NMAI

63 hedge funds and large institutions have $116M invested in Nuveen Multi-Asset Income Fund in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 24 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

0% more funds holding

Funds holding: 63 → 63 (0)

5% less capital invested

Capital invested by funds: $122M → $116M (-$5.67M)

2.88% less ownership

Funds ownership: 29.58% → 26.7% (-2.9%)

42% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 24

Holders
63
Holders Change
–
Holders Change %
0%
% of All Funds
0.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
14
Reduced
24
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PCM
Penserra Capital Management
California
+$8.79M
2
IAIM
International Assets Investment Management
Florida
+$1.42M
3
FM
Family Management
New York
+$600K
4
SFS
Shaker Financial Services
Virginia
+$572K
5
GT
Greenleaf Trust
Michigan
+$553K

Top Sellers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
-$6.07M
2
Morgan Stanley
Morgan Stanley
New York
-$4.96M
3
AIA
Absolute Investment Advisers
Florida
-$3.71M
4
SCM
Saba Capital Management
New York
-$2.8M
5
AGM
Alpine Global Management
New York
-$1.49M
Name Holding Trade Value Shares
Change 		Change in
Stake
HNB
51
Huntington National Bank
Ohio
$13.7K – – –
IAIM
52
International Assets Investment Management
Florida
$8.79K +$1.42M +108,504 +1,412%
SPIA
53
Steward Partners Investment Advisory
New York
$8.71K – – –
OP
54
ORG Partners
Indiana
$7.51K – – –
KB
55
Kimelman & Baird
New York
$6.9K – – –
DAM
56
Delta Asset Management
Tennessee
$6.19K – – –
AF
57
Allworth Financial
California
$5.92K – – –
GJIA
58
Glass Jacobson Investment Advisors
Maryland
$5.88K – – –
GWM
59
Geneos Wealth Management
Colorado
$5.51K +$470 +36 +9%
Carson Wealth (CWM LLC)
60
Carson Wealth (CWM LLC)
Nebraska
$5K +$4.63K +354 New
SS
61
Sunbelt Securities
Texas
$4.56K – – –
CIBC Private Wealth Group
62
CIBC Private Wealth Group
Georgia
$1.73K – – –
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$846 – – –
Citigroup
64
Citigroup
New York
$26 – – –
AIA
65
Absolute Investment Advisers
Florida
– -$3.71M -300,602 Closed
AGM
66
Alpine Global Management
New York
– -$1.49M -121,000 Closed
QL
67
Quarry LP
New York
– -$1.36M -110,350 Closed
Janney Montgomery Scott
68
Janney Montgomery Scott
Pennsylvania
– -$456K -36,910 Closed
Walleye Capital
69
Walleye Capital
New York
– -$348K -28,171 Closed
LCM
70
Landscape Capital Management
New Jersey
– -$156K -12,656 Closed
CWC
71
Carolinas Wealth Consulting
North Carolina
– -$92.7K -7,264 Closed
1 2
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NMAI Hedge Fund Activity: Q3 2024 in Review

63 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Nuveen Multi-Asset Income Fund (NMAI) for Q3 2024, worth a combined $116M — down 4.6% from $122M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new NMAI positions and 7 closed out — a net gain of 1 holder — while 14 added to existing stakes and 24 trimmed.

The largest buyer was Penserra Capital Management, opening a new position worth an estimated $8.79M. The largest seller was Sit Investment Associates, cutting an estimated $6.07M.

  • 63 institutional investors held Nuveen Multi-Asset Income Fund (NMAI) as of Q3 2024, unchanged from Q2 2024.
  • Funds reported $116M of Nuveen Multi-Asset Income Fund stock for Q3 2024, down 4.6% quarter-over-quarter.
  • 8 funds opened new Nuveen Multi-Asset Income Fund positions in Q3 2024 and 7 closed out, a net change of +1 holder.
  • The largest Nuveen Multi-Asset Income Fund buyer in Q3 2024 was Penserra Capital Management, an estimated $8.79M added.
  • The largest Nuveen Multi-Asset Income Fund seller in Q3 2024 was Sit Investment Associates, an estimated $6.07M sold.

Based on aggregated 13F filings for Q3 2024.