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Nuveen Mortgage and Income Fund
JLS

Overview Fund Activity

48 hedge funds and large institutions have $123M invested in Nuveen Mortgage and Income Fund in 2019 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 25 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
+1
Holders Change %
+2.13%
% of All Funds
1.04%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
5
Increased
25
Reduced
10
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HCM
1
Hilton Capital Management
New York
$18.9M
2
IA
2
Icon Advisers
Colorado
$12M
3
ACM
3
Arlington Capital Management
Illinois
$1.14M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$8.65M
5
BEI
5
Benjamin Edwards Inc
Missouri
$499K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$13.2M
2
Ameriprise
2
Ameriprise
Minnesota
$2.19M
3
Invesco
3
Invesco
Georgia
$576K
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$333K
5
TSS
5
Two Sigma Securities
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
M&T Bank
26
M&T Bank
New York
$347K – – –
PFGIA
27
Patriot Financial Group Insurance Agency
Massachusetts
$347K +$19.3K +833 +6%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$333K -$214K -9,217 -39%
Stifel Financial
29
Stifel Financial
Missouri
$332K +$186 +8 +0.1%
LJAC
30
L.J. Altfest & Co
New York
$273K -$89.8K -3,872 -25%
SB
31
Suntrust Banks
Georgia
$247K +$30.7K +1,322 +14%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$237K +$237K +10,227 New
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$115K +$5.76K +249 +5%
APA
34
American Portfolios Advisors
New York
$112K +$15K +646 +15%
AG
35
Advisor Group
Arizona
$96K +$11.3K +485 +13%
FA
36
Fortis Advisors
Pennsylvania
$65K +$65K +2,800 New
JFA
37
JNBA Financial Advisors
Minnesota
$46K – – –
MGIA
38
Moneta Group Investment Advisors
Missouri
$25K +$70 +3 +0.3%
CFN
39
Cordasco Financial Network
Florida
$24K +$346 +15 +1%
ASN
40
Advisory Services Network
Georgia
$23K – – –
ESB
41
Essex Savings Bank
Connecticut
$19K – – –
RCM
42
Rivernorth Capital Management
Florida
$16.9K +$180 +7,758 +1%
FWM
43
Focused Wealth Management
New York
$11K – – –
JCM
44
Jacobi Capital Management
Pennsylvania
$9K – – –
AF
45
Advisornet Financial
Minnesota
$8K – – –
LTFS
46
Ladenburg Thalmann Financial Services
Florida
$7K +$7K +300 New
BFEC
47
Benjamin F. Edwards & Company
Missouri
$6K +$6K +238 New
FIA
48
FNY Investment Advisers
New York
$3K +$370 +20 +14%
TSS
49
Two Sigma Securities
New York
– -$207K -8,908 Closed
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
– -$22K -932 Closed
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