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Nuveen Mortgage and Income Fund
JLS

Overview Fund Activity

42 hedge funds and large institutions have $135M invested in Nuveen Mortgage and Income Fund in 2015 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 11 reducing their positions, and 4 closing their positions.

Holders
42
Holders Change
+1
Holders Change %
+2.44%
% of All Funds
1.13%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
5
Increased
18
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EVM
1
Eaton Vance Management
Massachusetts
$9.79M
2
Wells Fargo
2
Wells Fargo
California
$8.93M
3
IA
3
Icon Advisers
Colorado
$2.28M
4
Bank of America
4
Bank of America
North Carolina
$16.4M
5
DBT
5
Dubuque Bank & Trust
Iowa
$1.36M

Top Sellers

1
Grantham, Mayo, Van Otterloo & Co (GMO)
1
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$0
2
SCM
2
Saba Capital Management
New York
$15.5M
3
PP
3
Paloma Partners
Connecticut
$2.27M
4
Invesco
4
Invesco
Georgia
$4.03M
5
DA
5
Doliver Advisors
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$16.4M 721,813 +92,803 +15%
SCM
2
Saba Capital Management
New York
$15.5M 682,186 -46,709 -6%
PAM
3
PT Asset Management
Illinois
$11.6M 509,620 – –
RCM
4
Rivernorth Capital Management
Florida
$10.8M 474,956 – –
EVM
5
Eaton Vance Management
Massachusetts
$9.79M 433,240 +272,034 +169%
HCM
6
Hilton Capital Management
New York
– – – –
Wells Fargo
7
Wells Fargo
California
$8.93M 393,642 +210,762 +115%
PAIM
8
Punch & Associates Investment Management
Minnesota
$6.26M 275,775 +35,512 +15%
Bessemer Group
9
Bessemer Group
New Jersey
$5.5M 242,544 +42,000 +21%
SIA
10
Sit Investment Associates
Minnesota
$4.29M 189,101 +11,106 +6%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$4.23M 186,418 +55,663 +43%
KIM
12
Karpus Investment Management
New York
$4.06M 178,775 -4,325 -2%
Invesco
13
Invesco
Georgia
$4.03M 177,417 -14,686 -8%
Morgan Stanley
14
Morgan Stanley
New York
$3.71M 163,306 +10,445 +7%
MIG
15
Mariner Investment Group
New York
$2.98M 131,134 +53,147 +68%
IA
16
Icon Advisers
Colorado
$2.28M 100,427 +100,427 New
PP
17
Paloma Partners
Connecticut
$2.27M 99,886 -29,764 -23%
Citigroup
18
Citigroup
New York
$1.74M 76,666 +53 +0.1%
CS
19
Credit Suisse
Switzerland
$1.51M 66,512 +20,861 +46%
DBT
20
Dubuque Bank & Trust
Iowa
$1.36M 59,781 +56,813 +1,914%
IPC
21
Independent Portfolio Consultants
Florida
$994K 43,795 +4,945 +13%
UCFA
22
United Capital Financial Advisors
Texas
$920K 40,562 -10,142 -20%
BA
23
BlackRock Advisors
Delaware
$909K 40,072 +18,905 +89%
UBS Group
24
UBS Group
Switzerland
$908K 40,027 +110 +0.3%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$872K 38,415 -8,009 -17%
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