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Nuveen Mortgage and Income Fund
JLS

Overview Fund Activity

41 hedge funds and large institutions have $114M invested in Nuveen Mortgage and Income Fund in 2015 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 10 reducing their positions, and 7 closing their positions.

Holders
41
Holders Change
–
Holders Change %
0%
% of All Funds
1.09%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
8
Increased
17
Reduced
10
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bessemer Group
1
Bessemer Group
New Jersey
$4.67M
2
EVM
2
Eaton Vance Management
Massachusetts
$3.75M
3
Wells Fargo
3
Wells Fargo
California
$4.26M
4
PAM
4
PT Asset Management
Illinois
$11.9M
5
SIA
5
Sit Investment Associates
Minnesota
$4.15M

Top Sellers

1
HCM
1
Hilton Capital Management
New York
$0
2
PWPCM
2
Perella Weinberg Partners Capital Management
New York
$0
3
SCM
3
Saba Capital Management
New York
$17M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$4.97M
5
PP
5
Paloma Partners
Connecticut
$3.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
UR
26
USCA RIA
Texas
$470K +$470K +20,200 New
RJFSA
27
Raymond James Financial Services Advisors
Florida
$469K -$23.8K -1,020 -5%
RGC
28
Roberts, Glore & Co
Illinois
$432K +$34.9K +1,500 +9%
LPL Financial
29
LPL Financial
California
$395K -$17.7K -759 -4%
DA
30
Doliver Advisors
Texas
$310K -$63.3K -2,714 -17%
CAN
31
Cetera Advisor Networks
California
$284K -$10.2K -444 -3%
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$102K +$102K +4,374 New
Cohen & Steers
33
Cohen & Steers
New York
$89K – – –
DBT
34
Dubuque Bank & Trust
Iowa
$69K +$10.4K +447 +18%
AIG
35
American International Group
New York
$66.5K – – –
Deutsche Bank
36
Deutsche Bank
Germany
$46K +$23K +1,012 +100%
MFS
37
MSI Financial Services
Massachusetts
$41K +$8.75K +376 +27%
US Bancorp
38
US Bancorp
Minnesota
$30K – – –
ASN
39
Advisory Services Network
Georgia
$23K +$23K +1,000 New
FWM
40
Focused Wealth Management
New York
$20K – – –
LTFS
41
Ladenburg Thalmann Financial Services
Florida
$12K – – –
PWPCM
42
Perella Weinberg Partners Capital Management
New York
– -$6.7M -289,436 Closed
SG Americas Securities
43
SG Americas Securities
New York
– -$481K -20,762 Closed
BFM
44
Boothbay Fund Management
New York
– -$282K -12,180 Closed
CAS
45
CTC Alternative Strategies
Illinois
– -$239K -10,320 Closed
RC
46
RegentAtlantic Capital
New Jersey
– -$59.7K -2,580 Closed
BRWA
47
B. Riley Wealth Advisors
Florida
– -$53 -2,271 Closed
BIM
48
BlackRock Investment Management
Delaware
– -$5K -199 Closed
HCM
49
Hilton Capital Management
New York
– -$7.89M – –
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