Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Nuveen Multi Asset Income Fu (NMAI)

77 + Investors. Track Smart Money conviction in NMAI. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
60%

Smart Money Signals — NMAI

Based on 82 hedge funds · latest filing: 2026 Q1 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
82 hedge funds hold NMAI right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +32% more funds vs a year ago

fund count last 6Q
+20 new funds entered over the past year (+32% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 60% buying

48 buying32 selling
Last quarter: 48 funds were net buyers (17 opened a brand new position + 31 added to an existing one). Only 32 were sellers (15 trimmed + 17 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~17 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 10 → 16 → 17 → 17. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

51% of holders stayed for 2+ years

51% conviction (2yr+) 16% medium 33% new
42 out of 82 hedge funds have held NMAI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares -8%, value -96%

Value
-95%
Shares
-8%
Last quarter: funds added -8% more shares while total portfolio value only changed -96%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

9 → 10 → 16 → 17 → 17 new funds/Q
New funds entering each quarter: 10 → 16 → 17 → 17. A growing number of institutions are discovering NMAI each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 55% veterans vs 40% newcomers

55% veterans 5% 1-2yr 40% new
Entry-cohort mix of 82 holders: 45 (55%) are 2+ year veterans, 4 entered 1–2 years ago, and 33 (40%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 45% AUM from top-100 funds

45% from top-100 AUM funds
14 of 82 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in NMAI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.3
out of 10
Moderate Exit Risk
Exit risk score 4.3/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — NMAI

In 2026 Q1, 48 hedge funds were net buyers of NMAI (17 opened a new position, 31 added to an existing one), while 32 reduced or exited (15 trimmed, 17 sold completely) — a 60% buyer ratio, indicating clear institutional accumulation. 45% of total institutional value in NMAI is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 82.

Hedge Fund Ownership: NMAI

How many hedge funds hold NMAI — quarterly history vs. share price
Quarterly hedge fund ownership of NMAI vs. share price

Market Analysis: NMAI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: NMAI

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 0 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
0.6
/ 10
conviction
Hedge Fund Positioning: NMAI
77 + Investors

Track Smart Money conviction in NMAI. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 77 82 -6.1%
13F Shares 6M 7M -10.55%
Total Value $73M $73M -0.14%
New Positions 9 17 -8
Increased Positions 28 31 -3
Closed Positions 14 17 -3
Reduced Positions 19 15 +4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: NMAI

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Institutional Holders (2026 Q2)

77 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in NMAI. Verified SEC 13F-HR filings.

QUARTER:
Top 25 NMAI holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Navis Wealth Advisors, LLC 1.14% 213,038 $3.0M
2 Closed-End Fund Advisors, Inc. 0.89% 64,361 $912K
3 PMG Family Office LLC 0.62% 47,242 $675K
4 Melfa Wealth Management, INC. 0.21% 27,305 $387K
5 Fortitude Advisory Group L.L.C. 0.14% 25,658 $364K
6 Silverlake Wealth Management LLC 0.07% 27,479 $389K
7 NWF Advisory Services Inc. 0.06% 45,411 $643K
8 Advisors Asset Management, Inc. 0.06% 255,802 $3.6M
9 Blue Bell Private Wealth Management, LLC 0.05% 31,001 $439K
10 Evolve Private Wealth, LLC 0.05% 54,259 $775K
11 Hennion & Walsh Asset Management, Inc. 0.04% 96,340 $1.4M
12 International Assets Investment Management, LLC 0.02% 24,984 $351K
13 Pathstone Holdings, LLC 0.02% 502,864 $7.1M
14 Towne Trust Company, N.A 0.02% 4,100 $58K
15 Gladstone Institutional Advisory LLC 0.01% 30,000 $425K
16 Koshinski Asset Management, Inc. 0.01% 16,209 $230K
17 Axiom Investment Management LLC 0.01% 1,218 $17K
18 HUB Investment Partners, LLC 0.01% 44,542 $631K
19 D.A. Davidson & CO. 0.01% 144,737 $2.1M
20 Advisor OS, LLC 0.01% 10,389 $147K
21 Kovack Advisors, Inc. 0.01% 12,755 $179K
22 Readystate Asset Management LP 0.01% 16,989 $241K
23 Advisory Services Network, LLC 0.01% 44,391 $629K
24 Thomas J. Herzfeld Advisors, Inc. 0.00% 1,013 $14K
25 XTX Topco Ltd 0.00% 19,562 $277K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Nuveen Multi Asset Income Fu (NMAI)

What does the Smart Money Trend signal show for NMAI?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for NMAI?

More buyers than sellers — 60% buying: Last quarter: 48 funds were net buyers (17 opened a brand new position + 31 added to an existing one). Only 32 were sellers (15 trimmed + 17 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for NMAI holders?

Elite ownership — 45% AUM from top-100 funds: 14 of 82 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in NMAI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held NMAI?

51% of holders stayed for 2+ years: 42 out of 82 hedge funds have held NMAI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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