Nuveen Mortgage and Income Fund
29 hedge funds and large institutions have $48.8M invested in Nuveen Mortgage and Income Fund in 2024 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 5 reducing their positions, and 7 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 5
4% less capital invested
Capital invested by funds: $50.7M → $48.8M (-$1.93M)
1.77% less ownership
Funds ownership: 51.2% → 49.43% (-1.8%)
12% less funds holding
Funds holding: 33 → 29 (-4)
43% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$989K |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$924K |
| 3 |
Wells Fargo
San Francisco,
California
|
+$380K |
| 4 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$255K |
| 5 |
Morgan Stanley
New York
|
+$230K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$1.38M |
| 2 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$1.25M |
| 3 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
-$1.13M |
| 4 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$505K |
| 5 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
-$41.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Royal Bank of Canada
Toronto,
Ontario, Canada
| $18K | +$18.6K | +1,017 | New |
|
27
Creative Planning
Overland Park,
Kansas
| $12.6K | +$12.8K | +700 | New |
|
|
EWA
28
EverSource Wealth Advisors
Birmingham,
Alabama
| $9K | – | – | – |
|
29
Comerica Bank
Dallas,
Texas
| $128 | – | – | – |
|
|
GM
30
GeoWealth Management
Chicago,
Illinois
| $2 | – | – | – |
|
|
31
Allspring Global Investments
Charlotte,
North Carolina
| – | -$1.38M | -74,908 | Closed |
|
|
1CP
32
1607 Capital Partners
Richmond,
Virginia
| – | -$1.25M | -67,895 | Closed |
|
|
33
Kovitz Investment Group Partners
Chicago,
Illinois
| – | -$1.13M | -62,757 | Closed |
|
|
IAIM
34
International Assets Investment Management
Orlando,
Florida
| – | -$2.96K | -54,553 | Closed |
|
|
CPA
35
Clear Point Advisors
Melville,
New York
| – | -$37.5K | -2,035 | Closed |
|
|
WT
36
Whittier Trust
South Pasadena,
California
| – | -$4.42K | -240 | Closed |
|
|
CS
37
Clear Street
New York
| – | -$903 | -49 | Closed |
|
JLS Hedge Fund Activity: Q4 2024 in Review
29 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Nuveen Mortgage and Income Fund (JLS) for Q4 2024, worth a combined $48.8M — down 3.8% from $50.7M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of JLS and 4 opened new positions — a net loss of 3 holders — while 5 trimmed existing stakes and 15 added.
The largest buyer was Advisors Asset Management, adding an estimated $989K. The largest seller was Allspring Global Investments, exiting entirely with an estimated $1.38M sold.
- 29 institutional investors held Nuveen Mortgage and Income Fund (JLS) as of Q4 2024, down from 33 in Q3 2024.
- Funds reported $48.8M of Nuveen Mortgage and Income Fund stock for Q4 2024, down 3.8% quarter-over-quarter.
- 4 funds opened new Nuveen Mortgage and Income Fund positions in Q4 2024 and 7 closed out, a net change of -3 holders.
- The largest Nuveen Mortgage and Income Fund buyer in Q4 2024 was Advisors Asset Management, an estimated $989K added.
- The largest Nuveen Mortgage and Income Fund seller in Q4 2024 was Allspring Global Investments, an estimated $1.38M sold.
Based on aggregated 13F filings for Q4 2024.