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Nuveen Mortgage and Income Fund
JLS

Overview Fund Activity

26 hedge funds and large institutions have $40.3M invested in Nuveen Mortgage and Income Fund in 2013 Q2 according to their latest regulatory filings, with 26 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

Holders
26
Holders Change
+26
Holders Change %
–
% of All Funds
0.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$11.5M
2
GC
2
Guggenheim Capital
Illinois
$8.99M
3
SIA
3
Sit Investment Associates
Minnesota
$4.98M
4
Morgan Stanley
4
Morgan Stanley
New York
$3.24M
5
Invesco
5
Invesco
Georgia
$1.9M

Top Sellers

No sellers this quarter
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$11.5M 451,550 +451,550 New
GC
2
Guggenheim Capital
Illinois
$8.99M 353,822 +353,822 New
SIA
3
Sit Investment Associates
Minnesota
$4.98M 195,912 +195,912 New
Morgan Stanley
4
Morgan Stanley
New York
$3.24M 127,402 +127,402 New
Invesco
5
Invesco
Georgia
$1.9M 74,980 +74,980 New
RCM
6
Rivernorth Capital Management
Florida
$1.65M 64,834 +64,834 New
Wells Fargo
7
Wells Fargo
California
$1.31M 51,645 +51,645 New
LPL Financial
8
LPL Financial
California
$1.21M 47,803 +47,803 New
HB
9
Homrich & Berg
Georgia
$665K 26,022 +26,022 New
DA
10
Doliver Advisors
Texas
$649K 25,560 +25,560 New
Cohen & Steers
11
Cohen & Steers
New York
$632K 24,900 +24,900 New
U
12
UBS
Switzerland
$392K 15,429 +15,429 New
SFS
13
Shaker Financial Services
Virginia
$373K 14,684 +14,684 New
DMC
14
Drexel Morgan & Co
Pennsylvania
$364K 14,328 +14,328 New
RJFSA
15
Raymond James Financial Services Advisors
Florida
$358K 14,099 +14,099 New
RJA
16
Raymond James & Associates
Florida
$346K 13,638 +13,638 New
Geode Capital Management
17
Geode Capital Management
Massachusetts
– – – –
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$292K 11,514 +11,514 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$242K 9,542 +9,542 New
CWM
20
Cabot Wealth Management
Massachusetts
$215K 8,475 +8,475 New
AIG
21
American International Group
New York
$189K 7,455 +7,455 New
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$151K 5,954 +5,954 New
CAPTRUST Financial Advisors
23
CAPTRUST Financial Advisors
North Carolina
$127K 5,000 +5,000 New
WAM
24
Wolverine Asset Management
Illinois
$122K 4,831 +4,831 New
TRCT
25
Tower Research Capital (TRC)
New York
$41K 1,603 +1,603 New
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