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Nuveen Mortgage and Income Fund
JLS

Overview Fund Activity

45 hedge funds and large institutions have $151M invested in Nuveen Mortgage and Income Fund in 2015 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 12 reducing their positions, and 4 closing their positions.

Holders
45
Holders Change
+3
Holders Change %
+7.14%
% of All Funds
1.18%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
7
Increased
17
Reduced
12
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RVPG
1
Relative Value Partners Group
$27.2M
2
EVM
2
Eaton Vance Management
Massachusetts
$14.6M
3
COLIM
3
City of London Investment Management
United Kingdom
$3.99M
4
CS
4
Credit Suisse
Switzerland
$5.09M
5
CRC
5
Curi RMB Capital
Illinois
$2.01M

Top Sellers

1
PAM
1
PT Asset Management
Illinois
$0
2
SCM
2
Saba Capital Management
New York
$0
3
MIG
3
Mariner Investment Group
New York
$2.76M
4
PP
4
Paloma Partners
Connecticut
$1.7M
5
Citigroup
5
Citigroup
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RVPG
1
Relative Value Partners Group
$27.2M 1,197,794 +788,571 +193%
Bank of America
2
Bank of America
North Carolina
$17.5M 771,038 +11,812 +2%
EVM
3
Eaton Vance Management
Massachusetts
$14.6M 641,494 +309,959 +93%
Wells Fargo
4
Wells Fargo
California
$12M 526,594 +14,295 +3%
RCM
5
Rivernorth Capital Management
Florida
$10.8M 475,056 – –
HCM
6
Hilton Capital Management
New York
– – – –
PAIM
7
Punch & Associates Investment Management
Minnesota
$7.98M 351,564 +63,634 +22%
CS
8
Credit Suisse
Switzerland
$5.09M 223,904 +128,092 +134%
Bessemer Group
9
Bessemer Group
New Jersey
$4.94M 217,544 -25,000 -10%
Morgan Stanley
10
Morgan Stanley
New York
$4.76M 209,802 +56,345 +37%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$4.6M 202,456 +10,020 +5%
SIA
12
Sit Investment Associates
Minnesota
$4.02M 176,844 +2,800 +2%
COLIM
13
City of London Investment Management
United Kingdom
$3.99M 175,602 +175,602 New
KIM
14
Karpus Investment Management
New York
$3.91M 171,975 -1,225 -0.7%
MIG
15
Mariner Investment Group
New York
$2.76M 121,471 -118,529 -49%
Invesco
16
Invesco
Georgia
$2.18M 96,121 -50,465 -34%
IA
17
Icon Advisers
Colorado
$2.06M 90,876 -64,918 -42%
CRC
18
Curi RMB Capital
Illinois
$2.01M 88,537 +88,537 New
PP
19
Paloma Partners
Connecticut
$1.7M 75,000 -81,430 -52%
WMG
20
WESCAP Management Group
California
$1.66M 73,280 +73,280 New
DBT
21
Dubuque Bank & Trust
Iowa
$1.2M 52,899 -3,629 -6%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$1.07M 46,901 +23,560 +101%
BA
23
BlackRock Advisors
Delaware
$910K 40,072 – –
LPL Financial
24
LPL Financial
California
$702K 30,704 +13,766 +81%
TIM
25
Tortoise Investment Management
New York
$702K 30,930 +24,630 +391%
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