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Nuveen Multi-Asset Income Fund

71 hedge funds and large institutions have $129M invested in Nuveen Multi-Asset Income Fund in 2024 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 18 increasing their positions, 18 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 11

9% more funds holding

Funds holding: 6571 (+6)

0% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 18

4.8% less ownership

Funds ownership: 35.73%30.93% (-4.8%)

12% less capital invested

Capital invested by funds: $147M → $129M (-$18.3M)

Holders
71
Holders Change
+6
Holders Change %
+9.23%
% of All Funds
1.02%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
18
Reduced
18
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Saba Capital Management
New York
$59.1M +$342K +28,148 +0.6%
SIA
2
Sit Investment Associates
Minnesota
$18.1M +$920K +75,720 +5%
Morgan Stanley
3
Morgan Stanley
New York
$14.9M -$19M -1,559,616 -56%
UBS Group
4
UBS Group
Switzerland
$6.62M -$417K -34,318 -6%
HBCM
5
Heron Bay Capital Management
Michigan
$4.64M +$2.29K +188 +0.1%
LPL Financial
6
LPL Financial
California
$3.07M -$309K -25,466 -9%
AIA
7
Absolute Investment Advisers
Florida
$2.1M +$2.05M +168,681 New
AGM
8
Alpine Global Management
New York
$1.82M +$255K +21,000 +17%
Osaic Holdings
9
Osaic Holdings
Arizona
$1.8M +$8.58K +706 +0.5%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$1.23M +$987K +81,255 +452%
AAM
11
Advisors Asset Management
Colorado
$1.18M -$356K -29,312 -24%
Rockefeller Capital Management
12
Rockefeller Capital Management
New York
$931K +$28.1K +2,316 +3%
CAN
13
Cetera Advisor Networks
California
$925K +$49.4K +4,069 +6%
RJA
14
Raymond James & Associates
Florida
$796K +$250K +20,559 +47%
QL
15
Quarry LP
New York
$764K -$311K -25,554 -29%
First Trust Advisors
16
First Trust Advisors
Illinois
$716K +$509K +41,877 +267%
BBPWM
17
Blue Bell Private Wealth Management
Pennsylvania
$674K +$398K +32,718 +152%
Millennium Management
18
Millennium Management
New York
$621K -$265K -21,786 -30%
Comerica Bank
19
Comerica Bank
Texas
$579K -$1.68K -138 -0.3%
Stifel Financial
20
Stifel Financial
Missouri
$539K +$69.4K +5,712 +15%
SWM
21
Silverlake Wealth Management
Vermont
$535K -$133K -10,921 -20%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$459K +$1.62K +133 +0.4%
NAS
23
NWF Advisory Services
California
$414K -$57K -4,691 -12%
GIA
24
Gladstone Institutional Advisory
Florida
$373K
Bank of America
25
Bank of America
North Carolina
$367K -$93.1K -7,664 -21%

NMAI Hedge Fund Activity: Q1 2024 in Review

71 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Nuveen Multi-Asset Income Fund (NMAI) for Q1 2024, worth a combined $129M — down 12% from $147M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new NMAI positions and 11 closed out — a net gain of 7 holders — while 18 added to existing stakes and 18 trimmed.

The largest buyer was Absolute Investment Advisers, opening a new position worth an estimated $2.05M. The largest seller was Morgan Stanley, cutting an estimated $19M.

  • 71 institutional investors held Nuveen Multi-Asset Income Fund (NMAI) as of Q1 2024, up from 65 in Q4 2023.
  • Funds reported $129M of Nuveen Multi-Asset Income Fund stock for Q1 2024, down 12% quarter-over-quarter.
  • 18 funds opened new Nuveen Multi-Asset Income Fund positions in Q1 2024 and 11 closed out, a net change of +7 holders.
  • The largest Nuveen Multi-Asset Income Fund buyer in Q1 2024 was Absolute Investment Advisers, an estimated $2.05M added.
  • The largest Nuveen Multi-Asset Income Fund seller in Q1 2024 was Morgan Stanley, an estimated $19M sold.

Based on aggregated 13F filings for Q1 2024.