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Nuveen Mortgage and Income Fund
JLS

Overview Fund Activity

35 hedge funds and large institutions have $52.4M invested in Nuveen Mortgage and Income Fund in 2022 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
35
Holders Change
+7
Holders Change %
+25%
% of All Funds
0.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
15
Reduced
8
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$1.16M
2
LSC
2
Logan Stone Capital
Illinois
$574K
3
1CP
3
1607 Capital Partners
Virginia
$569K
4
SIA
4
Sit Investment Associates
Minnesota
$27.6M
5
RVPG
5
Relative Value Partners Group
$9.53M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$396K
2
FWM
2
Foresight Wealth Management
Utah
$204K
3
SFS
3
Shaker Financial Services
Virginia
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$2.36M
5
UBS Group
5
UBS Group
Switzerland
$365K
Name Holding Trade Value Shares
Change 		Shares
Change %
TIM
26
Tortoise Investment Management
New York
$100K +$100K +5,500 New
APA
27
American Portfolios Advisors
New York
$92.7K +$1.04K +57 +1%
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
$29K – – –
LF
29
Lee Financial
Texas
$18K +$18K +1,000 New
FWM
30
Focused Wealth Management
New York
$9K +$71 +4 +0.8%
AF
31
Advisornet Financial
Minnesota
$7K – – –
SWM
32
Spire Wealth Management
Virginia
$7K – – –
IA
33
IFP Advisors
Florida
$1K +$1K +4 New
FIA
34
FNY Investment Advisers
New York
$1K +$1K +100 New
SFS
35
Shaker Financial Services
Virginia
– -$244K -11,628 Closed
1
2