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Nuveen Mortgage and Income Fund
JLS

Overview Fund Activity

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.

Holders
41
Holders Change
–
Holders Change %
0%
% of All Funds
1.09%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
8
Increased
17
Reduced
10
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bessemer Group
1
Bessemer Group
New Jersey
$4.67M
2
EVM
2
Eaton Vance Management
Massachusetts
$3.75M
3
Wells Fargo
3
Wells Fargo
California
$4.26M
4
PAM
4
PT Asset Management
Illinois
$11.9M
5
SIA
5
Sit Investment Associates
Minnesota
$4.15M

Top Sellers

1
PWPCM
1
Perella Weinberg Partners Capital Management
New York
$0
2
SCM
2
Saba Capital Management
New York
$17M
3
Grantham, Mayo, Van Otterloo & Co (GMO)
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$4.97M
4
PP
4
Paloma Partners
Connecticut
$3.02M
5
MIG
5
Mariner Investment Group
New York
$1.82M
Name Market Value Shares Shares
Change 		Shares
Change %
SCM
1
Saba Capital Management
New York
$17M 728,895 -162,855 -18%
Bank of America
2
Bank of America
North Carolina
$14.7M 629,010 +42,252 +7%
PAM
3
PT Asset Management
Illinois
$11.9M 509,620 +101,228 +25%
RCM
4
Rivernorth Capital Management
Florida
$11.1M 474,956 – –
PAIM
5
Punch & Associates Investment Management
Minnesota
$5.6M 240,263 +2,959 +1%
Grantham, Mayo, Van Otterloo & Co (GMO)
6
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$4.97M 213,539 -41,461 -16%
Bessemer Group
7
Bessemer Group
New Jersey
$4.67M 200,544 +200,544 New
Invesco
8
Invesco
Georgia
$4.47M 192,103 -11,976 -6%
KIM
9
Karpus Investment Management
New York
$4.26M 183,100 -4,400 -2%
Wells Fargo
10
Wells Fargo
California
$4.26M 182,880 +128,851 +238%
SIA
11
Sit Investment Associates
Minnesota
$4.15M 177,995 +80,728 +83%
EVM
12
Eaton Vance Management
Massachusetts
$3.75M 161,206 +161,206 New
Morgan Stanley
13
Morgan Stanley
New York
$3.56M 152,861 +947 +0.6%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$3.05M 130,755 +4,996 +4%
PP
15
Paloma Partners
Connecticut
$3.02M 129,650 -36,945 -22%
MIG
16
Mariner Investment Group
New York
$1.82M 77,987 -23,236 -23%
Citigroup
17
Citigroup
New York
$1.78M 76,613 +38,973 +104%
UCFA
18
United Capital Financial Advisors
Texas
$1.17M 50,704 +50,704 New
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$1.08M 46,424 +46,424 New
CS
20
Credit Suisse
Switzerland
$1.06M 45,651 +17,636 +63%
UBS Group
21
UBS Group
Switzerland
$930K 39,917 +749 +2%
IPC
22
Independent Portfolio Consultants
Florida
$905K 38,850 +920 +2%
HB
23
Homrich & Berg
Georgia
$735K 31,567 +2,330 +8%
YMRC
24
Yorktown Management & Research Company
Virginia
$638K 27,400 +27,400 New
BA
25
BlackRock Advisors
Delaware
$493K 21,167 +13,445 +174%
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