credit suisse is a global financial services company providing private banking & wealth management services, and investment banking services and expertise, to companies, institutions and high-net-worth clients. we are active in more than 50 countries and employ over 46,000 people. it’s our aim to build the bank of the future at credit suisse—to work as one integrated bank, servicing our clients across regions and businesses. it also means fulfilling our responsibility to help shape the global economy, and to make a difference in people’s lives. we offer roles for experienced professionals and entry-level hiring programs in a variety of business areas. you will have the chance to make an impact from day one, and throughout your career with us, you will benefit from cross-business and international mobility opportunities. we look for people with a wide range of experiences, interests and degrees who will add fresh perspectives to our business. a career with us means that you can he
Company profile
Ticker
CIK
Exchange
CEO
John Popp
Employees
Incorporated
Location
Fiscal year end
Former names
BEA INCOME FUND INC, CS FIRST BOSTON INCOME FUND INC, CSAM INCOME FUND, FIRST BOSTON INCOME FUND INC
SEC CIK
IRS number
232451535
SEC advisor number
801-37170
FINRA CRD number
106012
AUM ?
$73.77 bn
(as of 23 Jun 20)
Accounts
1,059
(as of 23 Jun 20)
Employees
312
(91 investment advisory or research)
Address
Credit Suisse Asset Management Income Fund
ELEVEN MADISON AVENUE
NEW YORK
NY 10010
ELEVEN MADISON AVENUE
NEW YORK
NY 10010
Phone
212-325-2000
CIK stock data
Latest filings (excl ownership)
DEF 14A
Definitive proxy
15 Mar 24
N-CEN
Annual report (registered investment company)
15 Mar 24
IRAN
Disclosure regarding Iran Threat Reduction and Syria Human Rights Act
8 Mar 24
N-CSR
Certified annual shareholder report (management investment company)
8 Mar 24
424B3
Prospectus supplement
21 Feb 24
8-K
Other Events
13 Dec 23
DEFA14A
Additional proxy soliciting materials
28 Aug 23
N-CSRS
Certified semi-annual shareholder report (management investment company)
23 Aug 23
DEFA14A
Additional proxy soliciting materials
14 Aug 23
DEFA14A
Additional proxy soliciting materials
7 Aug 23
Latest ownership filings
NPORT-P
Monthly portfolio investment report
28 Feb 24
SC 13G/A
FIRST TRUST PORTFOLIOS LP
24 Jan 24
4
Laura A DeFelice
10 Jan 24
4
Laura A DeFelice
9 Jan 24
NPORT-P
Credit Suisse Asset Management Income Fund Inc (Sep 2023 report)
21 Nov 23
NPORT-P
Credit Suisse Asset Management Income Fund Inc (Jun 2023 report)
18 Aug 23
SC 13G/A
FIRST TRUST PORTFOLIOS LP
10 Jul 23
3
Brandi Sinkovich
22 Jun 23
NPORT-P
Credit Suisse Asset Management Income Fund Inc (Mar 2023 report)
22 May 23
NPORT-P
Credit Suisse Asset Management Income Fund Inc (Dec 2022 report)
17 Feb 23
Funds
Series | Ticker | %Monthly Return ? | $Assets | #Holdings | As of | ||
---|---|---|---|---|---|---|---|
CREDIT SUISSE ASSET MANAGEMENT INCOME FUND INC | – | 2.83 | -8.28 | -4.34 | 213.57 mm | 308 | Sep 2023 |
Institutional ownership, Q3 2023
27.8% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 46 |
Opened positions | 9 |
Closed positions | 6 |
Increased positions | 12 |
Reduced positions | 9 |
13F shares | Current |
---|---|
Total value | 7.96 bn |
Total shares | 14.75 mm |
Total puts | 0.00 |
Total calls | 0.00 |
Total put/call ratio | – |
Largest owners | Shares | Value |
---|---|---|
First Trust Portfolios | 11.38 mm | $33.45 mm |
LPL Financial | 1.35 mm | $3.49 bn |
BAC Bank Of America | 495.48 k | $1.28 bn |
GWM Advisors | 164.90 k | $427.09 mm |
IMS Capital Management | 111.69 k | $289.27 mm |
Sigma Planning | 94.76 k | $245.43 mm |
Shaker Financial Services | 81.33 k | $210.65 mm |
Northwestern Mutual Wealth Management | 68.41 k | $177.18 mm |
WFC Wells Fargo & Co. | 68.16 k | $176.53 mm |
MML Investors Services | 64.02 k | $166.00 k |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
9 Jan 24 | Laura A DeFelice | common stock | Buy | Acquire P | No | No | 3.02 | 1,315 | 3.97 k | 6,636 |
8 Jan 24 | Laura A DeFelice | common stock | Buy | Acquire P | No | No | 3.0299 | 5,321 | 16.12 k | 5,321 |