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Nuveen Mortgage and Income Fund
JLS

Overview Fund Activity

47 hedge funds and large institutions have $136M invested in Nuveen Mortgage and Income Fund in 2019 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 11 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
47
Holders Change
+3
Holders Change %
+6.82%
% of All Funds
1.02%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
11
Increased
19
Reduced
11
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IA
Icon Advisers
Colorado
+$7.63M
2
RCM
Rivernorth Capital Management
Florida
+$4.93M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.4M
4
Bessemer Group
Bessemer Group
New Jersey
+$554K
5
SIA
Sit Investment Associates
Minnesota
+$497K

Top Sellers

1
HCM
Hilton Capital Management
New York
-$15.8M
2
EVM
Eaton Vance Management
Massachusetts
-$7.24M
3
Bank of America
Bank of America
North Carolina
-$1.52M
4
Ameriprise
Ameriprise
Minnesota
-$1.02M
5
TIM
Tortoise Investment Management
New York
-$941K
Name Holding Trade Value Shares
Change 		Shares
Change %
LJAC
26
L.J. Altfest & Co
New York
$364K -$32.4K -1,391 -8%
RGC
27
Roberts, Glore & Co
Illinois
$364K +$17.5K +750 +5%
M&T Bank
28
M&T Bank
New York
$348K +$61K +2,624 +21%
Stifel Financial
29
Stifel Financial
Missouri
$332K +$2.44K +105 +0.7%
PFGIA
30
Patriot Financial Group Insurance Agency
Massachusetts
$329K +$30.6K +1,314 +10%
ACM
31
Arlington Capital Management
Illinois
$225K +$225K +9,675 New
SB
32
Suntrust Banks
Georgia
$216K +$216K +9,298 New
TSS
33
Two Sigma Securities
New York
$207K +$207K +8,908 New
BEI
34
Benjamin Edwards Inc
Missouri
$128K +$128K +5,478 New
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$110K +$80.5K +3,456 +273%
APA
36
American Portfolios Advisors
New York
$97.1K +$9.57K +411 +11%
AG
37
Advisor Group
Arizona
$85K +$16.5K +707 +24%
JFA
38
JNBA Financial Advisors
Minnesota
$47K – – –
MGIA
39
Moneta Group Investment Advisors
Missouri
$25K +$25K +1,074 New
CFN
40
Cordasco Financial Network
Florida
$24K +$24K +1,026 New
ASN
41
Advisory Services Network
Georgia
$23K – – –
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$22K +$22K +932 New
ESB
43
Essex Savings Bank
Connecticut
$19K – – –
TIM
44
Tortoise Investment Management
New York
$15K -$941K -41,729 -98%
FWM
45
Focused Wealth Management
New York
$11K – – –
JCM
46
Jacobi Capital Management
Pennsylvania
$9K – – –
AF
47
Advisornet Financial
Minnesota
$8K – – –
FIA
48
FNY Investment Advisers
New York
$3K +$3K +142 New
EVM
49
Eaton Vance Management
Massachusetts
– -$7.24M -324,011 Closed
AWA
50
Arete Wealth Advisors
Illinois
– -$215K -9,640 Closed
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