Nuveen Mortgage and Income Fund
33 hedge funds and large institutions have $50.7M invested in Nuveen Mortgage and Income Fund in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 5 reducing their positions, and 2 closing their positions.
240% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 5
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
10% more funds holding
Funds holding: 30 → 33 (+3)
8% more capital invested
Capital invested by funds: $46.7M → $50.7M (+$3.97M)
3.89% more ownership
Funds ownership: 47.31% → 51.2% (+3.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$1.25M |
| 2 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
+$1.14M |
| 3 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$935K |
| 4 |
PCS
Private Client Services
Louisville,
Kentucky
|
+$685K |
| 5 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
+$497K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$1.4M |
| 2 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$824K |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$80.2K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$36.2K |
| 5 |
JP Morgan Chase
New York
|
-$13.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AFG
26
Atomi Financial Group
New York
| $191K | +$188K | +10,389 | New |
|
|
CPA
27
Clear Point Advisors
Melville,
New York
| $37.5K | +$924 | +51 | +3% |
|
|
EBA
28
Eagle Bay Advisors
New York
| $24.2K | +$10.9K | +604 | +86% |
|
|
EWA
29
EverSource Wealth Advisors
Birmingham,
Alabama
| $9.21K | – | – | – |
|
|
WT
30
Whittier Trust
South Pasadena,
California
| $4.42K | – | – | – |
|
|
IAIM
31
International Assets Investment Management
Orlando,
Florida
| $2.96K | +$935K | +51,593 | +1,743% |
|
|
CS
32
Clear Street
New York
| $903 | +$145 | +8 | +20% |
|
33
Comerica Bank
Dallas,
Texas
| $131 | +$127 | +7 | New |
|
|
GM
34
GeoWealth Management
Chicago,
Illinois
| $2 | – | – | – |
|
|
35
Bank of America
Charlotte,
North Carolina
| – | -$36.2K | -2,009 | Closed |
|
|
36
JP Morgan Chase
New York
| – | -$13.8K | -767 | Closed |
|
JLS Hedge Fund Activity: Q3 2024 in Review
33 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Nuveen Mortgage and Income Fund (JLS) for Q3 2024, worth a combined $50.7M — up 8.5% from $46.7M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new JLS positions and 2 closed out — a net gain of 3 holders — while 17 added to existing stakes and 5 trimmed.
The largest buyer was Advisors Asset Management, adding an estimated $1.25M. The largest seller was Allspring Global Investments, cutting an estimated $1.4M.
- 33 institutional investors held Nuveen Mortgage and Income Fund (JLS) as of Q3 2024, up from 30 in Q2 2024.
- Funds reported $50.7M of Nuveen Mortgage and Income Fund stock for Q3 2024, up 8.5% quarter-over-quarter.
- 5 funds opened new Nuveen Mortgage and Income Fund positions in Q3 2024 and 2 closed out, a net change of +3 holders.
- The largest Nuveen Mortgage and Income Fund buyer in Q3 2024 was Advisors Asset Management, an estimated $1.25M added.
- The largest Nuveen Mortgage and Income Fund seller in Q3 2024 was Allspring Global Investments, an estimated $1.4M sold.
Based on aggregated 13F filings for Q3 2024.