Nuveen Mortgage and Income Fund
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.
700% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 1
88% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 8
34.86% more ownership
Funds ownership: 17.35% → 52.21% (+35%)
25% more funds holding
Funds holding: 28 → 35 (+7)
9% less capital invested
Capital invested by funds: $57.8M → $52.4M (-$5.41M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$735K |
| 2 |
LSC
Logan Stone Capital
Chicago,
Illinois
|
+$608K |
| 3 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$604K |
| 4 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$404K |
| 5 |
RVPG
Relative Value Partners Group
|
+$394K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$606K |
| 2 |
FWM
Foresight Wealth Management
Draper,
Utah
|
-$375K |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$244K |
| 4 |
Morgan Stanley
New York
|
-$105K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$68.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TIM
26
Tortoise Investment Management
White Plains,
New York
| $100K | +$106K | +5,500 | New |
|
|
APA
27
American Portfolios Advisors
Holbrook,
New York
| $92.7K | +$1.1K | +57 | +1% |
|
28
Rockefeller Capital Management
New York
| $29K | – | – | – |
|
|
LF
29
Lee Financial
Dallas,
Texas
| $18K | +$19.4K | +1,000 | New |
|
|
FWM
30
Focused Wealth Management
Newburgh,
New York
| $9K | +$77 | +4 | +0.8% |
|
|
AF
31
Advisornet Financial
Minnetonka,
Minnesota
| $7K | – | – | – |
|
|
SWM
32
Spire Wealth Management
Mclean,
Virginia
| $7K | – | – | – |
|
|
IA
33
IFP Advisors
Tampa,
Florida
| $1K | +$77 | +4 | New |
|
|
FIA
34
FNY Investment Advisers
New York
| $1K | +$1.94K | +100 | New |
|
|
SFS
35
Shaker Financial Services
Arlington,
Virginia
| – | -$244K | -11,628 | Closed |
|
36
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | +$174 | +9 | New |
|
JLS Hedge Fund Activity: Q1 2022 in Review
35 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Nuveen Mortgage and Income Fund (JLS) for Q1 2022, worth a combined $52.4M — down 9.4% from $57.8M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new JLS positions and 1 closed out — a net gain of 7 holders — while 15 added to existing stakes and 8 trimmed.
The largest buyer was Allspring Global Investments, adding an estimated $735K. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $606K.
- 35 institutional investors held Nuveen Mortgage and Income Fund (JLS) as of Q1 2022, up from 28 in Q4 2021.
- Funds reported $52.4M of Nuveen Mortgage and Income Fund stock for Q1 2022, down 9.4% quarter-over-quarter.
- 8 funds opened new Nuveen Mortgage and Income Fund positions in Q1 2022 and 1 closed out, a net change of +7 holders.
- The largest Nuveen Mortgage and Income Fund buyer in Q1 2022 was Allspring Global Investments, an estimated $735K added.
- The largest Nuveen Mortgage and Income Fund seller in Q1 2022 was Thrivent Financial for Lutherans, an estimated $606K sold.
Based on aggregated 13F filings for Q1 2022.