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Nuveen Multi-Asset Income Fund

66 hedge funds and large institutions have $297M invested in Nuveen Multi-Asset Income Fund in 2024 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 19 increasing their positions, 14 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

155% more capital invested

Capital invested by funds: $116M → $297M (+$180M)

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

36% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 14

5% more funds holding

Funds holding: 6366 (+3)

1.46% less ownership

Funds ownership: 26.7%25.24% (-1.5%)

Holders
66
Holders Change
+3
Holders Change %
+4.76%
% of All Funds
0.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
19
Reduced
14
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$195M
SCM
2
Saba Capital Management
New York
$43.3M -$11.8M -935,009 -21%
PCM
3
Penserra Capital Management
California
$8.68M +$613K +48,593 +7%
Morgan Stanley
4
Morgan Stanley
New York
$7.36M -$1.09M -86,407 -12%
UBS Group
5
UBS Group
Switzerland
$7.33M +$606K +48,013 +9%
SIA
6
Sit Investment Associates
Minnesota
$4.88M -$2.55M -201,663 -33%
HBCM
7
Heron Bay Capital Management
Michigan
$3.8M -$2.15K -170 -0.1%
Pathstone Holdings
8
Pathstone Holdings
New Jersey
$3.41M +$3.57M +283,169 New
LPL Financial
9
LPL Financial
California
$2.82M +$250K +19,814 +9%
AIA
10
Absolute Investment Advisers
Florida
$2.47M +$2.59M +205,500 New
SFS
11
Shaker Financial Services
Virginia
$2.33M +$1.47M +116,676 +152%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$1.24M -$10.8K -852 -0.8%
Raymond James Financial
13
Raymond James Financial
Florida
$1.03M +$1.08M +85,797 New
QL
14
Quarry LP
New York
$954K +$1,000K +79,200 New
Rockefeller Capital Management
15
Rockefeller Capital Management
New York
$843K
First Trust Advisors
16
First Trust Advisors
Illinois
$780K +$34.5K +2,734 +4%
WAM
17
Wolverine Asset Management
Illinois
$749K +$785K +62,195 New
Stifel Financial
18
Stifel Financial
Missouri
$673K +$6.21K +492 +0.9%
SA
19
Sanctuary Advisors
Indiana
$663K -$15.9K -1,257 -2%
Osaic Holdings
20
Osaic Holdings
Arizona
$640K +$19.7K +1,563 +3%
Bank of America
21
Bank of America
North Carolina
$598K +$181K +14,347 +41%
FM
22
Family Management
New York
$526K -$28.3K -2,240 -5%
BBPWM
23
Blue Bell Private Wealth Management
Pennsylvania
$474K -$84.2K -6,667 -14%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$411K +$19.3K +1,525 +5%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$364K +$382K +30,231 New

NMAI Hedge Fund Activity: Q4 2024 in Review

66 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Nuveen Multi-Asset Income Fund (NMAI) for Q4 2024, worth a combined $297M — up 155% from $116M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new NMAI positions and 8 closed out — a net gain of 5 holders — while 19 added to existing stakes and 14 trimmed.

The largest buyer was Pathstone Holdings, opening a new position worth an estimated $3.57M. The largest seller was Saba Capital Management, cutting an estimated $11.8M.

  • 66 institutional investors held Nuveen Multi-Asset Income Fund (NMAI) as of Q4 2024, up from 63 in Q3 2024.
  • Funds reported $297M of Nuveen Multi-Asset Income Fund stock for Q4 2024, up 155% quarter-over-quarter.
  • 13 funds opened new Nuveen Multi-Asset Income Fund positions in Q4 2024 and 8 closed out, a net change of +5 holders.
  • The largest Nuveen Multi-Asset Income Fund buyer in Q4 2024 was Pathstone Holdings, an estimated $3.57M added.
  • The largest Nuveen Multi-Asset Income Fund seller in Q4 2024 was Saba Capital Management, an estimated $11.8M sold.

Based on aggregated 13F filings for Q4 2024.