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Nuveen Multi-Asset Income Fund
NMAI

Overview Fund Activity

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 7 closing their positions.

Holders
66
Holders Change
+4
Holders Change %
+6.45%
% of All Funds
0.88%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
19
Reduced
14
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Pathstone Holdings
1
Pathstone Holdings
New Jersey
$3.41M
2
AIA
2
Absolute Investment Advisers
Florida
$2.47M
3
SFS
3
Shaker Financial Services
Virginia
$2.33M
4
QL
4
Quarry LP
New York
$954K
5
WAM
5
Wolverine Asset Management
Illinois
$749K

Top Sellers

1
SCM
1
Saba Capital Management
New York
$43.3M
2
SIA
2
Sit Investment Associates
Minnesota
$4.88M
3
Morgan Stanley
3
Morgan Stanley
New York
$7.36M
4
SPC
4
Sigma Planning Corp
Michigan
$0
5
GT
5
Greenleaf Trust
Michigan
$298K
Name Market Value Shares Shares
Change 		Shares
Change %
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$195M 16,209 – –
SCM
2
Saba Capital Management
New York
$43.3M 3,599,625 -935,009 -21%
PCM
3
Penserra Capital Management
California
$8.68M 721,314 +48,593 +7%
Morgan Stanley
4
Morgan Stanley
New York
$7.36M 611,017 -86,407 -12%
UBS Group
5
UBS Group
Switzerland
$7.33M 608,732 +48,013 +9%
SIA
6
Sit Investment Associates
Minnesota
$4.88M 405,546 -201,663 -33%
HBCM
7
Heron Bay Capital Management
Michigan
$3.8M 315,219 -170 -0.1%
Pathstone Holdings
8
Pathstone Holdings
New Jersey
$3.41M 283,169 +283,169 New
LPL Financial
9
LPL Financial
California
$2.82M 234,052 +19,814 +9%
AIA
10
Absolute Investment Advisers
Florida
$2.47M 205,500 +205,500 New
SFS
11
Shaker Financial Services
Virginia
$2.33M 193,247 +116,676 +152%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$1.24M 102,610 -852 -0.8%
Raymond James Financial
13
Raymond James Financial
Florida
$1.03M 85,797 +85,797 New
QL
14
Quarry LP
New York
$954K 79,200 +79,200 New
Rockefeller Capital Management
15
Rockefeller Capital Management
New York
$843K 70,050 – –
First Trust Advisors
16
First Trust Advisors
Illinois
$780K 64,815 +2,734 +4%
WAM
17
Wolverine Asset Management
Illinois
$749K 62,195 +62,195 New
Stifel Financial
18
Stifel Financial
Missouri
$673K 55,896 +492 +0.9%
SA
19
Sanctuary Advisors
Indiana
$663K 53,603 -1,257 -2%
Osaic Holdings
20
Osaic Holdings
Arizona
$640K 53,131 +1,563 +3%
Bank of America
21
Bank of America
North Carolina
$598K 49,691 +14,347 +41%
FM
22
Family Management
New York
$526K 43,662 -2,240 -5%
BBPWM
23
Blue Bell Private Wealth Management
Pennsylvania
$474K 39,405 -6,667 -14%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$411K 34,085 +1,525 +5%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$364K 30,231 +30,231 New
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