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Nuveen Mortgage and Income Fund
JLS

Overview Fund Activity

39 hedge funds and large institutions have $148M invested in Nuveen Mortgage and Income Fund in 2016 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 8 reducing their positions, and 10 closing their positions.

Holders
39
Holders Change
-6
Holders Change %
-13.33%
% of All Funds
1.04%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
4
Increased
17
Reduced
8
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RVPG
1
Relative Value Partners Group
$31.3M
2
NVIM
2
New Vernon Investment Management
Illinois
$3.93M
3
COLIM
3
City of London Investment Management
United Kingdom
$7.06M
4
UBS Group
4
UBS Group
Switzerland
$3.09M
5
Wells Fargo
5
Wells Fargo
California
$13.3M

Top Sellers

1
HCM
1
Hilton Capital Management
New York
$8.63M
2
CS
2
Credit Suisse
Switzerland
$0
3
KIM
3
Karpus Investment Management
New York
$0
4
MIG
4
Mariner Investment Group
New York
$0
5
IA
5
Icon Advisers
Colorado
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PAG
26
Private Advisor Group
New Jersey
$510K 22,695 +22,695 New
CAN
27
Cetera Advisor Networks
California
$244K 10,753 +42 +0.4%
BRF
28
B. Riley Financial
California
$219K 9,733 -300 -3%
MFS
29
MSI Financial Services
Massachusetts
$136K 6,036 – –
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$101K 4,490 +4,490 New
Deutsche Bank
31
Deutsche Bank
Germany
$90K 4,012 – –
Cohen & Steers
32
Cohen & Steers
New York
$74K 3,271 – –
AIG
33
American International Group
New York
$34K 1,526 – –
GXMC
34
Global X Management Company
New York
$30K 1,349 – –
US Bancorp
35
US Bancorp
Minnesota
$30K 1,346 – –
ASN
36
Advisory Services Network
Georgia
$22K 1,000 – –
WAM
37
Wealthspire Advisors (Maryland)
Maryland
– – – –
CPIG
38
Chicago Partners Investment Group
Illinois
$17K 753 – –
FWM
39
Focused Wealth Management
New York
$11K 478 – –
GWM
40
Geneos Wealth Management
Colorado
$9K 410 +410 New
PCM
41
Penserra Capital Management
California
$3 171 -45 -21%
CS
42
Credit Suisse
Switzerland
– – -223,904 Closed
KIM
43
Karpus Investment Management
New York
– – -171,975 Closed
MIG
44
Mariner Investment Group
New York
– – -121,471 Closed
IA
45
Icon Advisers
Colorado
– – -90,876 Closed
BA
46
BlackRock Advisors
Delaware
– – -40,072 Closed
LPL Financial
47
LPL Financial
California
– – -30,704 Closed
HB
48
Homrich & Berg
Georgia
– – -12,882 Closed
FAAS
49
First Allied Advisory Services
California
– – -9,746 Closed
AIA
50
Allegis Investment Advisors
Idaho
– – -3,576 Closed
1
2
3