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Nuveen Multi-Asset Income Fund

65 hedge funds and large institutions have $130M invested in Nuveen Multi-Asset Income Fund in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 20 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more capital invested

Capital invested by funds: $110M → $130M (+$20M)

2.03% more ownership

Funds ownership: 29.58%31.6% (+2%)

8% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 12

3% less funds holding

Funds holding: 6765 (-2)

10% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 20

Holders
65
Holders Change
-2
Holders Change %
-2.99%
% of All Funds
0.95%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
18
Reduced
20
Closed
12
Calls
Puts
Net Calls
Net Calls Change

NMAI Hedge Fund Activity: Q4 2023 in Review

65 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Nuveen Multi-Asset Income Fund (NMAI) for Q4 2023, worth a combined $130M — up 18% from $110M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of NMAI and 11 opened new positions — a net loss of 1 holder — while 20 trimmed existing stakes and 18 added.

The largest buyer was Saba Capital Management, adding an estimated $6.08M. The largest seller was Morgan Stanley, cutting an estimated $2.91M.

  • 65 institutional investors held Nuveen Multi-Asset Income Fund (NMAI) as of Q4 2023, down from 67 in Q3 2023.
  • Funds reported $130M of Nuveen Multi-Asset Income Fund stock for Q4 2023, up 18% quarter-over-quarter.
  • 11 funds opened new Nuveen Multi-Asset Income Fund positions in Q4 2023 and 12 closed out, a net change of -1 holder.
  • The largest Nuveen Multi-Asset Income Fund buyer in Q4 2023 was Saba Capital Management, an estimated $6.08M added.
  • The largest Nuveen Multi-Asset Income Fund seller in Q4 2023 was Morgan Stanley, an estimated $2.91M sold.

Based on aggregated 13F filings for Q4 2023.