Nuveen Multi-Asset Income Fund
NMAI
65 hedge funds and large institutions have $147M invested in Nuveen Multi-Asset Income Fund in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 19 reducing their positions, and 12 closing their positions.
34% more capital invested
Capital invested by funds: $110M → $147M (+$37M)
6.15% more ownership
Funds ownership: 29.58% → 35.73% (+6.2%)
0% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 19
8% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 12
3% less funds holding
Funds holding: 67 → 65 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$12.9M |
| 2 |
SCM
Saba Capital Management
New York
|
+$6.08M |
| 3 |
CCP
Clough Capital Partners
Boston,
Massachusetts
|
+$2.88M |
| 4 |
HBCM
Heron Bay Capital Management
Bloomfield Hills,
Michigan
|
+$1.76M |
| 5 |
QL
Quarry LP
New York
|
+$996K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$881K |
| 2 |
WP
Woodline Partners
San Francisco,
California
|
-$697K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$491K |
| 4 |
Millennium Management
New York
|
-$417K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$369K |
NMAI Hedge Fund Activity: Q4 2023 in Review
65 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Nuveen Multi-Asset Income Fund (NMAI) for Q4 2023, worth a combined $147M — up 34% 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 19 trimmed existing stakes and 19 added.
The largest buyer was Morgan Stanley, adding an estimated $12.9M. The largest seller was LPL Financial, cutting an estimated $881K.
- 65 institutional investors held Nuveen Multi-Asset Income Fund (NMAI) as of Q4 2023, down from 67 in Q3 2023.
- Funds reported $147M of Nuveen Multi-Asset Income Fund stock for Q4 2023, up 34% 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 Morgan Stanley, an estimated $12.9M added.
- The largest Nuveen Multi-Asset Income Fund seller in Q4 2023 was LPL Financial, an estimated $881K sold.
Based on aggregated 13F filings for Q4 2023.