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Nuveen Mortgage and Income Fund
JLS

Overview Fund Activity

35 hedge funds and large institutions have $40.3M invested in Nuveen Mortgage and Income Fund in 2019 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 13 reducing their positions, and 13 closing their positions.

Holders
35
Holders Change
-10
Holders Change %
-22.22%
% of All Funds
0.69%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
4
Increased
13
Reduced
13
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LCM
1
Landscape Capital Management
New Jersey
$603K
2
HCM
2
Hilton Capital Management
New York
$19.5M
3
IAA
3
Independent Advisor Alliance
North Carolina
$414K
4
Truist Financial
4
Truist Financial
North Carolina
$331K
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$226K

Top Sellers

1
RVPG
1
Relative Value Partners Group
$0
2
Bank of America
2
Bank of America
North Carolina
$2.14M
3
PAIM
3
Punch & Associates Investment Management
Minnesota
$0
4
SIA
4
Sit Investment Associates
Minnesota
$2.25M
5
IA
5
Icon Advisers
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
26
Advisor Group
Arizona
$180K +$20.8K +949 +13%
APA
27
American Portfolios Advisors
New York
$160K +$26.9K +1,225 +20%
FIA
28
FNY Investment Advisers
New York
$120K +$120K +5,482 New
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$74K -$35.5K -1,610 -32%
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$58K +$28.2K +1,281 +95%
ASN
31
Advisory Services Network
Georgia
$46K +$24K +1,093 +109%
JFA
32
JNBA Financial Advisors
Minnesota
$44K – – –
FWM
33
Focused Wealth Management
New York
$10K – – –
JCM
34
Jacobi Capital Management
Pennsylvania
$9K – – –
AF
35
Advisornet Financial
Minnesota
$8K – – –
RVPG
36
Relative Value Partners Group
– -$30.9M -1,332,152 Closed
RCM
37
Rivernorth Capital Management
Florida
– -$17.9K -775,997 Closed
PAIM
38
Punch & Associates Investment Management
Minnesota
– -$8.86M -383,989 Closed
IA
39
Icon Advisers
Colorado
– -$5.98M -259,447 Closed
FTI
40
Fiduciary Trust International
Massachusetts
– -$1.78M -77,074 Closed
TSW
41
Thompson Siegel & Walmsley
Virginia
– -$749K -32,500 Closed
CL
42
CSS LLC
Illinois
– -$719K -31,200 Closed
Bessemer Group
43
Bessemer Group
New Jersey
– -$549K -23,806 Closed
M&T Bank
44
M&T Bank
New York
– -$345K -14,961 Closed
QCMA
45
Quad Capital Management Advisors
New York
– -$217K -9,429 Closed
AWA
46
Arete Wealth Advisors
Illinois
– -$205K -8,896 Closed
PFO
47
Pathstone Family Office
New Jersey
– -$12K -516 Closed
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