Nuveen Mortgage and Income Fund
48 hedge funds and large institutions have $123M invested in Nuveen Mortgage and Income Fund in 2019 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 25 increasing their positions, 10 reducing their positions, and 3 closing their positions.
150% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 10
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
6.07% more ownership
Funds ownership: 31.94% → 38.01% (+6.1%)
2% more funds holding
Funds holding: 47 → 48 (+1)
9% less capital invested
Capital invested by funds: $136M → $123M (-$12.3M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Hilton Capital Management
Garden City,
New York
|
+$18.9M |
| 2 |
IA
Icon Advisers
Greenwood Village,
Colorado
|
+$4.38M |
| 3 |
ACM
Arlington Capital Management
Arlington Heights,
Illinois
|
+$915K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$578K |
| 5 |
BEI
Benjamin Edwards Inc
Clayton,
Missouri
|
+$371K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$2.52M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$371K |
| 3 |
Invesco
Atlanta,
Georgia
|
-$248K |
| 4 |
Bank of New York Mellon
New York
|
-$214K |
| 5 |
TSS
Two Sigma Securities
New York
|
-$207K |
JLS Hedge Fund Activity: Q2 2019 in Review
48 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Nuveen Mortgage and Income Fund (JLS) for Q2 2019, worth a combined $123M — down 9.1% from $136M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new JLS positions and 3 closed out — a net gain of 2 holders — while 25 added to existing stakes and 10 trimmed.
The largest buyer was Hilton Capital Management, opening a new position worth an estimated $18.9M. The largest seller was Bank of America, cutting an estimated $2.52M.
- 48 institutional investors held Nuveen Mortgage and Income Fund (JLS) as of Q2 2019, up from 47 in Q1 2019.
- Funds reported $123M of Nuveen Mortgage and Income Fund stock for Q2 2019, down 9.1% quarter-over-quarter.
- 5 funds opened new Nuveen Mortgage and Income Fund positions in Q2 2019 and 3 closed out, a net change of +2 holders.
- The largest Nuveen Mortgage and Income Fund buyer in Q2 2019 was Hilton Capital Management, an estimated $18.9M added.
- The largest Nuveen Mortgage and Income Fund seller in Q2 2019 was Bank of America, an estimated $2.52M sold.
Based on aggregated 13F filings for Q2 2019.