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Nuveen Mortgage and Income Fund
JLS

Overview Fund Activity

44 hedge funds and large institutions have $172M invested in Nuveen Mortgage and Income Fund in 2017 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 18 increasing their positions, 12 reducing their positions, and 5 closing their positions.

Holders
44
Holders Change
-1
Holders Change %
-2.22%
% of All Funds
1.1%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
4
Increased
18
Reduced
12
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$8.46M
2
FTI
2
Fiduciary Trust International
Massachusetts
$1.62M
3
Bank of America
3
Bank of America
North Carolina
$16.5M
4
PAIM
4
Punch & Associates Investment Management
Minnesota
$12.4M
5
RJA
5
Raymond James & Associates
Florida
$1.23M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$0
2
Wells Fargo
2
Wells Fargo
California
$16.6M
3
RVPG
3
Relative Value Partners Group
$37.9M
4
Bessemer Group
4
Bessemer Group
New Jersey
$5.01M
5
WMG
5
WESCAP Management Group
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RGC
26
Roberts, Glore & Co
Illinois
$480K 18,725 -450 -2%
M&T Bank
27
M&T Bank
New York
$340K 13,261 +3,000 +29%
IPC
28
Independent Portfolio Consultants
Florida
$334K 13,053 -1,647 -11%
SFS
29
Sowell Financial Services
Arkansas
$327K 12,741 – –
GXMC
30
Global X Management Company
New York
$290K 11,313 – –
BRF
31
B. Riley Financial
California
$240K 9,383 -250 -3%
CAN
32
Cetera Advisor Networks
California
$230K 9,035 +327 +4%
PFGIA
33
Patriot Financial Group Insurance Agency
Massachusetts
$141K 5,516 +1,154 +26%
Cohen & Steers
34
Cohen & Steers
New York
$39K 1,521 – –
TSW
35
Thompson Siegel & Walmsley
Virginia
$38K 1,500 +1,500 New
WAM
36
Wealthspire Advisors (Maryland)
Maryland
– – – –
ASN
37
Advisory Services Network
Georgia
$26K 1,000 – –
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$22K 862 +862 New
FWM
39
Focused Wealth Management
New York
$12K 478 – –
IA
40
IFP Advisors
Florida
$11K 412 – –
TRCT
41
Tower Research Capital (TRC)
New York
$11K 414 +345 +500%
NA
42
NewEdge Advisors
Louisiana
$10.2K 400 +400 New
GWM
43
Geneos Wealth Management
Colorado
$10K 410 – –
PCM
44
Penserra Capital Management
California
$6K 250 +22 +10%
AG
45
Advisor Group
Arizona
$5K 212 -1,314 -86%
WT
46
Whittier Trust
California
$1K 31 – –
LPL Financial
47
LPL Financial
California
– – -65,288 Closed
WMG
48
WESCAP Management Group
California
– – -24,790 Closed
VKH
49
Virtu KCG Holdings
New York
– – -12,638 Closed
US Bancorp
50
US Bancorp
Minnesota
– – -1,305 Closed
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