Nuveen Mortgage and Income Fund
41 hedge funds and large institutions have $114M invested in Nuveen Mortgage and Income Fund in 2015 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 10 reducing their positions, and 7 closing their positions.
70% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 10
14% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 7
2.06% more ownership
Funds ownership: 28.7% → 30.76% (+2.1%)
0% more capital invested
Capital invested by funds: $113M → $114M (+$359K)
0% more funds holding
Funds holding: 41 → 41 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bessemer Group
Woodbridge,
New Jersey
|
+$4.68M |
| 2 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
+$3.76M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$3.01M |
| 4 |
PAM
PT Asset Management
Chicago,
Illinois
|
+$2.36M |
| 5 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$1.88M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWPCM
Perella Weinberg Partners Capital Management
New York
|
-$6.7M |
| 2 |
SCM
Saba Capital Management
New York
|
-$3.8M |
| 3 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
-$967K |
| 4 |
PP
Paloma Partners
Greenwich,
Connecticut
|
-$862K |
| 5 |
MIG
Mariner Investment Group
Harrison,
New York
|
-$542K |
JLS Hedge Fund Activity: Q1 2015 in Review
41 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in Nuveen Mortgage and Income Fund (JLS) for Q1 2015, worth a combined $114M — up 0.32% from $113M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new JLS positions and 7 closed out — a net gain of 1 holder — while 17 added to existing stakes and 10 trimmed.
The largest buyer was Bessemer Group, opening a new position worth an estimated $4.68M. The largest seller was Perella Weinberg Partners Capital Management, exiting entirely with an estimated $6.7M sold.
- 41 institutional investors held Nuveen Mortgage and Income Fund (JLS) as of Q1 2015, unchanged from Q4 2014.
- Funds reported $114M of Nuveen Mortgage and Income Fund stock for Q1 2015, up 0.32% quarter-over-quarter.
- 8 funds opened new Nuveen Mortgage and Income Fund positions in Q1 2015 and 7 closed out, a net change of +1 holder.
- The largest Nuveen Mortgage and Income Fund buyer in Q1 2015 was Bessemer Group, an estimated $4.68M added.
- The largest Nuveen Mortgage and Income Fund seller in Q1 2015 was Perella Weinberg Partners Capital Management, an estimated $6.7M sold.
Based on aggregated 13F filings for Q1 2015.