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Nuveen Mortgage and Income Fund
JLS

Overview Fund Activity

45 hedge funds and large institutions have $151M invested in Nuveen Mortgage and Income Fund in 2015 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 12 reducing their positions, and 4 closing their positions.

Holders
45
Holders Change
+3
Holders Change %
+7.14%
% of All Funds
1.18%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
7
Increased
17
Reduced
12
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RVPG
1
Relative Value Partners Group
$27.2M
2
EVM
2
Eaton Vance Management
Massachusetts
$14.6M
3
COLIM
3
City of London Investment Management
United Kingdom
$3.99M
4
CS
4
Credit Suisse
Switzerland
$5.09M
5
CRC
5
Curi RMB Capital
Illinois
$2.01M

Top Sellers

1
HCM
1
Hilton Capital Management
New York
$8.8M
2
PAM
2
PT Asset Management
Illinois
$0
3
SCM
3
Saba Capital Management
New York
$0
4
MIG
4
Mariner Investment Group
New York
$2.76M
5
PP
5
Paloma Partners
Connecticut
$1.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
UR
26
USCA RIA
Texas
$631K +$138K +6,102 +28%
IPC
27
Independent Portfolio Consultants
Florida
$622K -$399K -17,575 -39%
RGC
28
Roberts, Glore & Co
Illinois
$600K +$21.6K +950 +4%
UBS Group
29
UBS Group
Switzerland
$478K +$32K +1,409 +7%
Ameriprise
30
Ameriprise
Minnesota
$370K +$370K +16,295 New
HB
31
Homrich & Berg
Georgia
$293K -$242K -10,646 -45%
CAN
32
Cetera Advisor Networks
California
$246K -$28.3K -1,232 -10%
BRF
33
B. Riley Financial
California
$228K +$228K +10,033 New
FAAS
34
First Allied Advisory Services
California
$217K -$128K -5,744 -37%
MFS
35
MSI Financial Services
Massachusetts
$137K +$111K +4,875 +420%
Deutsche Bank
36
Deutsche Bank
Germany
$91K +$45.4K +2,000 +99%
AIA
37
Allegis Investment Advisors
Idaho
$81K +$81K +3,576 New
Cohen & Steers
38
Cohen & Steers
New York
$74K – – –
AIG
39
American International Group
New York
$35K – – –
GXMC
40
Global X Management Company
New York
$31K -$1.61K -70 -5%
US Bancorp
41
US Bancorp
Minnesota
$31K – – –
ASN
42
Advisory Services Network
Georgia
$23K – – –
WAM
43
Wealthspire Advisors (Maryland)
Maryland
$20K – – –
OFS
44
Orrstown Financial Services
Pennsylvania
$18K – – –
CPIG
45
Chicago Partners Investment Group
Illinois
$17K – – –
FWM
46
Focused Wealth Management
New York
$11K – – –
PCM
47
Penserra Capital Management
California
$5K +$5K +216 New
PAM
48
PT Asset Management
Illinois
– -$9.01M -402,158 Closed
SCM
49
Saba Capital Management
New York
– -$6.79M -303,289 Closed
Citigroup
50
Citigroup
New York
– -$1.71M -76,462 Closed
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2
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