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Nuveen Multi-Asset Income Fund

77 hedge funds and large institutions have $88M invested in Nuveen Multi-Asset Income Fund in 2022 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 17 increasing their positions, 26 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 10

7% more capital invested

Capital invested by funds: $82.2M → $88M (+$5.83M)

7% more funds holding

Funds holding: 7277 (+5)

1.29% more ownership

Funds ownership: 21.62%22.91% (+1.3%)

35% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 26

Holders
77
Holders Change
+5
Holders Change %
+6.94%
% of All Funds
1.24%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
17
Reduced
26
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Saba Capital Management
New York
$28.2M +$8.23M +707,914 +40%
Morgan Stanley
2
Morgan Stanley
New York
$17.8M -$352K -30,313 -2%
UBS Group
3
UBS Group
Switzerland
$7.25M -$1.36M -117,035 -16%
SIA
4
Sit Investment Associates
Minnesota
$5.31M +$5.37M +461,857 New
LPL Financial
5
LPL Financial
California
$3.92M +$800K +68,799 +25%
TJHA
6
Thomas J. Herzfeld Advisors
Florida
$2.53M -$302K -26,004 -11%
Osaic Holdings
7
Osaic Holdings
Arizona
$2.06M +$67.5K +5,803 +3%
CCP
8
Clough Capital Partners
Massachusetts
$1.95M +$1.97M +169,600 New
Wells Fargo
9
Wells Fargo
California
$1.59M -$938K -80,632 -37%
HBCM
10
Heron Bay Capital Management
Michigan
$1.25M -$1.96M -168,858 -61%
Bank of America
11
Bank of America
North Carolina
$1.12M -$167K -14,339 -13%
AAM
12
Advisors Asset Management
Colorado
$919K +$270K +23,247 +41%
BFEC
13
Benjamin F. Edwards & Company
Missouri
$861K +$49.9K +4,288 +6%
First Trust Advisors
14
First Trust Advisors
Illinois
$836K -$183K -15,698 -18%
SWM
15
Silverlake Wealth Management
Vermont
$744K
GC
16
Guggenheim Capital
Illinois
$688K -$7.43K -639 -1%
CAN
17
Cetera Advisor Networks
California
$660K +$4.04K +347 +0.6%
COLIM
18
City of London Investment Management
United Kingdom
$639K +$198K +17,000 +44%
SFS
19
Shaker Financial Services
Virginia
$632K -$2.08M -178,817 -76%
RJA
20
Raymond James & Associates
Florida
$557K -$307K -26,403 -35%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$552K -$44.1K -3,795 -7%
EC
22
Elequin Capital
New York
$481K +$486K +41,830 New
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$385K -$28.1K -2,419 -7%
QC
24
Quantedge Capital
Singapore
$364K +$369K +31,700 New
FMWA
25
Forvis Mazars Wealth Advisors
Missouri
$351K

NMAI Hedge Fund Activity: Q4 2022 in Review

77 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Nuveen Multi-Asset Income Fund (NMAI) for Q4 2022, worth a combined $88M — up 7.1% from $82.2M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new NMAI positions and 10 closed out — a net gain of 7 holders — while 17 added to existing stakes and 26 trimmed.

The largest buyer was Saba Capital Management, adding an estimated $8.23M. The largest seller was Shaker Financial Services, cutting an estimated $2.08M.

  • 77 institutional investors held Nuveen Multi-Asset Income Fund (NMAI) as of Q4 2022, up from 72 in Q3 2022.
  • Funds reported $88M of Nuveen Multi-Asset Income Fund stock for Q4 2022, up 7.1% quarter-over-quarter.
  • 17 funds opened new Nuveen Multi-Asset Income Fund positions in Q4 2022 and 10 closed out, a net change of +7 holders.
  • The largest Nuveen Multi-Asset Income Fund buyer in Q4 2022 was Saba Capital Management, an estimated $8.23M added.
  • The largest Nuveen Multi-Asset Income Fund seller in Q4 2022 was Shaker Financial Services, an estimated $2.08M sold.

Based on aggregated 13F filings for Q4 2022.