Nuveen Mortgage and Income Fund
26 hedge funds and large institutions have $50.2M invested in Nuveen Mortgage and Income Fund in 2025 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 13 increasing their positions, 8 reducing their positions, and 4 closing their positions.
63% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 8
3% more capital invested
Capital invested by funds: $48.8M → $50.2M (+$1.39M)
0.64% less ownership
Funds ownership: 49.43% → 48.8% (-0.64%)
10% less funds holding
Funds holding: 29 → 26 (-3)
75% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.26M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$959K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$159K |
| 4 |
Raymond James Financial
St Petersburg,
Florida
|
+$142K |
| 5 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
+$87.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$2.5M |
| 2 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
-$250K |
| 3 |
Morgan Stanley
New York
|
-$169K |
| 4 |
RCM
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
-$155K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$135K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Comerica Bank
Dallas,
Texas
| $133 | – | – | – |
|
|
IAA
27
Independent Advisor Alliance
Charlotte,
North Carolina
| – | -$250K | -13,885 | Closed |
|
|
EBA
28
Eagle Bay Advisors
New York
| – | -$24.9K | -1,385 | Closed |
|
29
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$18K | -1,017 | Closed |
|
30
Creative Planning
Overland Park,
Kansas
| – | -$12.6K | -700 | Closed |
|
JLS Hedge Fund Activity: Q1 2025 in Review
26 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Nuveen Mortgage and Income Fund (JLS) for Q1 2025, worth a combined $50.2M — up 2.9% from $48.8M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of JLS and 1 opened new positions — a net loss of 3 holders — while 8 trimmed existing stakes and 13 added.
The largest buyer was Ameriprise, adding an estimated $1.26M. The largest seller was Sit Investment Associates, cutting an estimated $2.5M.
- 26 institutional investors held Nuveen Mortgage and Income Fund (JLS) as of Q1 2025, down from 29 in Q4 2024.
- Funds reported $50.2M of Nuveen Mortgage and Income Fund stock for Q1 2025, up 2.9% quarter-over-quarter.
- 1 fund opened new Nuveen Mortgage and Income Fund positions in Q1 2025 and 4 closed out, a net change of -3 holders.
- The largest Nuveen Mortgage and Income Fund buyer in Q1 2025 was Ameriprise, an estimated $1.26M added.
- The largest Nuveen Mortgage and Income Fund seller in Q1 2025 was Sit Investment Associates, an estimated $2.5M sold.
Based on aggregated 13F filings for Q1 2025.