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Nuveen Multi-Asset Income Fund
NMAI

74 hedge funds and large institutions have $104M invested in Nuveen Multi-Asset Income Fund in 2021 Q4 according to their latest regulatory filings, with 74 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
+74
Holders Change %
–
% of All Funds
1.14%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
74
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$15.7M
2
SCM
Saba Capital Management
New York
+$15.3M
3
Morgan Stanley
Morgan Stanley
New York
+$12.3M
4
HBCM
Heron Bay Capital Management
Michigan
+$6.24M
5
TJHA
Thomas J. Herzfeld Advisors
Florida
+$4.24M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
1
UBS Group
Switzerland
$16.1M +$15.7M +864,173 New
SCM
2
Saba Capital Management
New York
$15.7M +$15.3M +843,084 New
Morgan Stanley
3
Morgan Stanley
New York
$12.6M +$12.3M +676,766 New
HBCM
4
Heron Bay Capital Management
Michigan
$6.4M +$6.24M +343,188 New
TJHA
5
Thomas J. Herzfeld Advisors
Florida
$4.35M +$4.24M +233,153 New
Wells Fargo
6
Wells Fargo
California
$4.14M +$4.04M +222,132 New
Osaic Holdings
7
Osaic Holdings
Arizona
$3.83M +$3.73M +205,337 New
GC
8
Guggenheim Capital
Illinois
$3.32M +$3.23M +177,869 New
PPA
9
Parametric Portfolio Associates
Washington
$2.75M +$2.68M +147,188 New
Bank of America
10
Bank of America
North Carolina
$2.74M +$2.67M +146,995 New
RJA
11
Raymond James & Associates
Florida
$2.62M +$2.55M +140,356 New
RJFSA
12
Raymond James Financial Services Advisors
Florida
$2.42M +$2.36M +129,654 New
First Trust Advisors
13
First Trust Advisors
Illinois
$2.4M +$2.34M +128,605 New
JP Morgan Chase
14
JP Morgan Chase
New York
$2.19M +$2.13M +117,352 New
Invesco
15
Invesco
Georgia
$1.7M +$1.66M +91,139 New
RVPG
16
Relative Value Partners Group
$1.67M +$1.63M +89,459 New
SFS
17
Shaker Financial Services
Virginia
$1.58M +$1.54M +84,942 New
SWM
18
Silverlake Wealth Management
Vermont
$1.27M +$1.24M +68,181 New
BFEC
19
Benjamin F. Edwards & Company
Missouri
$1.11M +$1.08M +59,367 New
AAM
20
Advisors Asset Management
Colorado
$1M +$979K +53,852 New
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$1M +$977K +53,732 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$927K +$904K +49,687 New
Stifel Financial
23
Stifel Financial
Missouri
$866K +$845K +46,450 New
CAN
24
Cetera Advisor Networks
California
$800K +$780K +42,877 New
SPC
25
Sigma Planning Corp
Michigan
$788K +$769K +42,268 New
1
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NMAI Hedge Fund Activity: Q4 2021 in Review

74 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Nuveen Multi-Asset Income Fund (NMAI) for Q4 2021, worth a combined $104M.

Buyers outnumbered sellers: 74 funds opened new NMAI positions and 0 closed out — a net gain of 74 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was UBS Group, opening a new position worth an estimated $15.7M.

  • 74 institutional investors held Nuveen Multi-Asset Income Fund (NMAI) as of Q4 2021, up from 0 in Q3 2021.
  • Funds reported $104M of Nuveen Multi-Asset Income Fund stock for Q4 2021.
  • 74 funds opened new Nuveen Multi-Asset Income Fund positions in Q4 2021 and 0 closed out, a net change of +74 holders.
  • The largest Nuveen Multi-Asset Income Fund buyer in Q4 2021 was UBS Group, an estimated $15.7M added.

Based on aggregated 13F filings for Q4 2021.