Nuveen Multi-Asset Income Fund
NMAI
74 hedge funds and large institutions have $93.6M invested in Nuveen Multi-Asset Income Fund in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 20 reducing their positions, and 10 closing their positions.
15% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 20
6% more capital invested
Capital invested by funds: $88M → $93.6M (+$5.63M)
1.43% more ownership
Funds ownership: 22.91% → 24.34% (+1.4%)
4% less funds holding
Funds holding: 77 → 74 (-3)
10% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HBCM
Heron Bay Capital Management
Bloomfield Hills,
Michigan
|
+$1.91M |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$1.23M |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$932K |
| 4 |
CCP
Clough Capital Partners
Boston,
Massachusetts
|
+$877K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$812K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$562K |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$399K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$384K |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
-$335K |
| 5 |
EC
Elequin Capital
New York
|
-$321K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IAIM
76
International Assets Investment Management
Orlando,
Florida
| – | -$130K | -11,313 | Closed |
|
77
Mariner
Overland Park,
Kansas
| – | -$123K | -10,679 | Closed |
|
|
AC
78
Almitas Capital
Santa Monica,
California
| – | -$62.2K | -5,411 | Closed |
|
|
AP
79
Atwood & Palmer
Kansas City,
Missouri
| – | -$35.7K | -3,110 | Closed |
|
|
IA
80
IFP Advisors
Tampa,
Florida
| – | -$24K | -1,271 | Closed |
|
|
AWM
81
Accurate Wealth Management
Wesley Chapel,
Florida
| – | -$4.2K | -348 | Closed |
|
|
GRP
82
Global Retirement Partners
San Rafael,
California
| – | -$3.92K | -341 | Closed |
|
|
PP
83
PrairieView Partners
St. Paul,
Minnesota
| – | -$2K | -191 | Closed |
|
NMAI Hedge Fund Activity: Q1 2023 in Review
74 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Nuveen Multi-Asset Income Fund (NMAI) for Q1 2023, worth a combined $93.6M — up 6.4% from $88M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of NMAI and 9 opened new positions — a net loss of 1 holder — while 20 trimmed existing stakes and 23 added.
The largest buyer was Heron Bay Capital Management, adding an estimated $1.91M. The largest seller was Bank of America, cutting an estimated $562K.
- 74 institutional investors held Nuveen Multi-Asset Income Fund (NMAI) as of Q1 2023, down from 77 in Q4 2022.
- Funds reported $93.6M of Nuveen Multi-Asset Income Fund stock for Q1 2023, up 6.4% quarter-over-quarter.
- 9 funds opened new Nuveen Multi-Asset Income Fund positions in Q1 2023 and 10 closed out, a net change of -1 holder.
- The largest Nuveen Multi-Asset Income Fund buyer in Q1 2023 was Heron Bay Capital Management, an estimated $1.91M added.
- The largest Nuveen Multi-Asset Income Fund seller in Q1 2023 was Bank of America, an estimated $562K sold.
Based on aggregated 13F filings for Q1 2023.