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Nuveen Multi-Asset Income Fund

66 hedge funds and large institutions have $297M invested in Nuveen Multi-Asset Income Fund in 2024 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 19 increasing their positions, 14 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

155% more capital invested

Capital invested by funds: $116M → $297M (+$180M)

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

36% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 14

5% more funds holding

Funds holding: 6366 (+3)

1.46% less ownership

Funds ownership: 26.7%25.24% (-1.5%)

Holders
66
Holders Change
+3
Holders Change %
+4.76%
% of All Funds
0.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
19
Reduced
14
Closed
8
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
$16.3K -$3.88K -307 -19%
CA
52
CoreCap Advisors
Michigan
$13.2K
HNB
53
Huntington National Bank
Ohio
$12.5K
SPIA
54
Steward Partners Investment Advisory
New York
$7.93K
GWM
55
Geneos Wealth Management
Colorado
$6.91K +$1.98K +157 +38%
OP
56
ORG Partners
Indiana
$6.84K
AF
57
Allworth Financial
California
$5.86K +$341 +27 +6%
DAM
58
Delta Asset Management
Tennessee
$5.63K
GJIA
59
Glass Jacobson Investment Advisors
Maryland
$5.36K
SS
60
Sunbelt Securities
Texas
$4.17K
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$4K
PMFA
62
Plante Moran Financial Advisors
Michigan
$2.47K +$2.59K +205 New
Fifth Third Bancorp
63
Fifth Third Bancorp
Ohio
$2.35K -$12.2K -970 -83%
WA
64
WPG Advisers
Maryland
$2.3K +$2.41K +191 New
CIBC Private Wealth Group
65
CIBC Private Wealth Group
Georgia
$1.57K
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$771
Citigroup
67
Citigroup
New York
$24
IAIM
68
International Assets Investment Management
Florida
-$8.79K -116,191 Closed
NAS
69
NWF Advisory Services
California
-$496K -37,520 Closed
SPC
70
Sigma Planning Corp
Michigan
-$214K -16,167 Closed
PAG
71
Private Advisor Group
New Jersey
-$201K -15,172 Closed
BI
72
Bulldog Investors
New Jersey
-$169K -12,779 Closed
FIA
73
FNY Investment Advisers
New York
-$39K -3,000 Closed
WWM
74
Wolff Wiese Magana
California
-$15.9K -1,200 Closed
KB
75
Kimelman & Baird
New York
-$6.9K -522 Closed

NMAI Hedge Fund Activity: Q4 2024 in Review

66 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Nuveen Multi-Asset Income Fund (NMAI) for Q4 2024, worth a combined $297M — up 155% from $116M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new NMAI positions and 8 closed out — a net gain of 5 holders — while 19 added to existing stakes and 14 trimmed.

The largest buyer was Pathstone Holdings, opening a new position worth an estimated $3.57M. The largest seller was Saba Capital Management, cutting an estimated $11.8M.

  • 66 institutional investors held Nuveen Multi-Asset Income Fund (NMAI) as of Q4 2024, up from 63 in Q3 2024.
  • Funds reported $297M of Nuveen Multi-Asset Income Fund stock for Q4 2024, up 155% quarter-over-quarter.
  • 13 funds opened new Nuveen Multi-Asset Income Fund positions in Q4 2024 and 8 closed out, a net change of +5 holders.
  • The largest Nuveen Multi-Asset Income Fund buyer in Q4 2024 was Pathstone Holdings, an estimated $3.57M added.
  • The largest Nuveen Multi-Asset Income Fund seller in Q4 2024 was Saba Capital Management, an estimated $11.8M sold.

Based on aggregated 13F filings for Q4 2024.