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Nuveen Mortgage and Income Fund
JLS

Overview Fund Activity

43 hedge funds and large institutions have $152M invested in Nuveen Mortgage and Income Fund in 2016 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 12 reducing their positions, and 3 closing their positions.

Holders
43
Holders Change
+4
Holders Change %
+10.26%
% of All Funds
1.15%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
7
Increased
16
Reduced
12
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$18.1M
2
LJAC
2
L.J. Altfest & Co
New York
$2.84M
3
UBS Group
3
UBS Group
Switzerland
$5.13M
4
SIA
4
Sit Investment Associates
Minnesota
$5.33M
5
PAIM
5
Punch & Associates Investment Management
Minnesota
$9.08M

Top Sellers

1
HCM
1
Hilton Capital Management
New York
$9.59M
2
EVM
2
Eaton Vance Management
Massachusetts
$7.49M
3
Bank of America
3
Bank of America
North Carolina
$14.4M
4
COLIM
4
City of London Investment Management
United Kingdom
$5.18M
5
CRC
5
Curi RMB Capital
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RVPG
1
Relative Value Partners Group
$31.9M 1,387,588 +8,186 +0.6%
Wells Fargo
2
Wells Fargo
California
$18.1M 781,884 +191,711 +32%
Bank of America
3
Bank of America
North Carolina
$14.4M 621,592 -95,144 -13%
RCM
4
Rivernorth Capital Management
Florida
$11M 474,931 +34,223 +8%
HCM
5
Hilton Capital Management
New York
– – – –
PAIM
6
Punch & Associates Investment Management
Minnesota
$9.08M 392,922 +36,414 +10%
EVM
7
Eaton Vance Management
Massachusetts
$7.49M 324,311 -324,311 -50%
SIA
8
Sit Investment Associates
Minnesota
$5.33M 230,561 +53,740 +30%
Bessemer Group
9
Bessemer Group
New Jersey
$5.24M 226,719 +18,055 +9%
COLIM
10
City of London Investment Management
United Kingdom
$5.18M 224,069 -90,020 -29%
UBS Group
11
UBS Group
Switzerland
$5.13M 222,253 +84,668 +62%
Morgan Stanley
12
Morgan Stanley
New York
$5.01M 216,956 +3,337 +2%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$4.87M 210,849 +6,635 +3%
NVIM
14
New Vernon Investment Management
Illinois
$3.52M 152,390 -22,610 -13%
LJAC
15
L.J. Altfest & Co
New York
$2.84M 122,892 +122,892 New
PP
16
Paloma Partners
Connecticut
$2.43M 105,200 +24,914 +31%
WMG
17
WESCAP Management Group
California
$1.83M 79,371 +895 +1%
Ameriprise
18
Ameriprise
Minnesota
$1.64M 70,958 +23,584 +50%
DBT
19
Dubuque Bank & Trust
Iowa
$902K 39,051 -17,695 -31%
TIM
20
Tortoise Investment Management
New York
$768K 33,230 +3,900 +13%
PAG
21
Private Advisor Group
New Jersey
$691K 29,606 +6,911 +30%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$678K 29,352 -18,689 -39%
RGC
23
Roberts, Glore & Co
Illinois
$573K 24,825 -1,600 -6%
Invesco
24
Invesco
Georgia
$544K 23,559 -17,937 -43%
UR
25
USCA RIA
Texas
$514K 22,252 -6,000 -21%
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