Nuveen Mortgage and Income Fund
JLS
41 hedge funds and large institutions have $113M invested in Nuveen Mortgage and Income Fund in 2014 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 16 increasing their positions, 6 reducing their positions, and 3 closing their positions.
267% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 3
167% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 6
21% more funds holding
Funds holding: 34 → 41 (+7)
14% more capital invested
Capital invested by funds: $99.7M → $113M (+$13.6M)
4.15% more ownership
Funds ownership: 24.54% → 28.7% (+4.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$1.44M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.26M |
| 3 |
Citigroup
New York
|
+$879K |
| 4 |
MIG
Mariner Investment Group
Harrison,
New York
|
+$846K |
| 5 |
IPC
Independent Portfolio Consultants
Boca Raton,
Florida
|
+$786K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWPCM
Perella Weinberg Partners Capital Management
New York
|
-$1.69M |
| 2 |
SCM
Saba Capital Management
New York
|
-$955K |
| 3 |
Goldman Sachs
New York
|
-$390K |
| 4 |
Invesco
Atlanta,
Georgia
|
-$273K |
| 5 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$123K |
JLS Hedge Fund Activity: Q4 2014 in Review
41 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Nuveen Mortgage and Income Fund (JLS) for Q4 2014, worth a combined $113M — up 14% from $99.7M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new JLS positions and 3 closed out — a net gain of 8 holders — while 16 added to existing stakes and 6 trimmed.
The largest buyer was Sit Investment Associates, adding an estimated $1.44M. The largest seller was Perella Weinberg Partners Capital Management, cutting an estimated $1.69M.
- 41 institutional investors held Nuveen Mortgage and Income Fund (JLS) as of Q4 2014, up from 34 in Q3 2014.
- Funds reported $113M of Nuveen Mortgage and Income Fund stock for Q4 2014, up 14% quarter-over-quarter.
- 11 funds opened new Nuveen Mortgage and Income Fund positions in Q4 2014 and 3 closed out, a net change of +8 holders.
- The largest Nuveen Mortgage and Income Fund buyer in Q4 2014 was Sit Investment Associates, an estimated $1.44M added.
- The largest Nuveen Mortgage and Income Fund seller in Q4 2014 was Perella Weinberg Partners Capital Management, an estimated $1.69M sold.
Based on aggregated 13F filings for Q4 2014.