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Nuveen Mortgage and Income Fund
JLS

Overview Fund Activity

30 hedge funds and large institutions have $46.7M invested in Nuveen Mortgage and Income Fund in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
30
Holders Change
–
Holders Change %
0%
% of All Funds
0.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
14
Reduced
6
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCS
1
Private Client Services
Kentucky
$1.74M
2
AAM
2
Advisors Asset Management
Colorado
$611K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.37M
4
IA
4
IFP Advisors
Florida
$560K
5
Morgan Stanley
5
Morgan Stanley
New York
$1.73M

Top Sellers

1
RVPG
1
Relative Value Partners Group
$0
2
SIA
2
Sit Investment Associates
Minnesota
$28.4M
3
MC
3
Moors & Cabot
Massachusetts
$0
4
1CP
4
1607 Capital Partners
Virginia
$2.04M
5
TJHA
5
Thomas J. Herzfeld Advisors
Florida
$1.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$13.8K -$1.39K -77 -9%
EBA
27
Eagle Bay Advisors
New York
$12.7K +$3.64K +200 +40%
EWA
28
EverSource Wealth Advisors
Alabama
$9.11K – – –
WT
29
Whittier Trust
California
$4.32K – – –
CS
30
Clear Street
New York
$739 +$739 +41 New
RVPG
31
Relative Value Partners Group
– -$7.43M -433,988 Closed
MC
32
Moors & Cabot
Massachusetts
– -$355K -20,000 Closed
LCM
33
Landscape Capital Management
New Jersey
– -$218K -12,256 Closed
1
2