Nuveen Mortgage and Income Fund
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.
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
33% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 12
10% more funds holding
Funds holding: 39 → 43 (+4)
0.25% less ownership
Funds ownership: 38.99% → 38.74% (-0.25%)
5% less capital inflows, than outflows
Capital inflows: $15.5M | Capital outflows: $16.3M
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$4.38M |
| 2 |
L.J. Altfest & Co
New York
|
+$2.81M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$1.94M |
| 4 |
Sit Investment Associates
Minneapolis,
Minnesota
|
+$1.23M |
| 5 |
Punch & Associates Investment Management
Edina,
Minnesota
|
+$833K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Eaton Vance Management
Boston,
Massachusetts
|
-$7.42M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$2.18M |
| 3 |
City of London Investment Management
London,
United Kingdom
|
-$2.06M |
| 4 |
Curi RMB Capital
Chicago,
Illinois
|
-$2.05M |
| 5 |
Independent Portfolio Consultants
Boca Raton,
Florida
|
-$554K |
JLS Hedge Fund Activity: Q2 2016 in Review
43 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in Nuveen Mortgage and Income Fund (JLS) for Q2 2016, worth a combined $152M — up 2.3% from $148M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new JLS positions and 3 closed out — a net gain of 4 holders — while 16 added to existing stakes and 12 trimmed.
The largest buyer was Wells Fargo, adding an estimated $4.38M. The largest seller was Eaton Vance Management, cutting an estimated $7.42M.
- 43 institutional investors held Nuveen Mortgage and Income Fund (JLS) as of Q2 2016, up from 39 in Q1 2016.
- Funds reported $152M of Nuveen Mortgage and Income Fund stock for Q2 2016, up 2.3% quarter-over-quarter.
- 7 funds opened new Nuveen Mortgage and Income Fund positions in Q2 2016 and 3 closed out, a net change of +4 holders.
- The largest Nuveen Mortgage and Income Fund buyer in Q2 2016 was Wells Fargo, an estimated $4.38M added.
- The largest Nuveen Mortgage and Income Fund seller in Q2 2016 was Eaton Vance Management, an estimated $7.42M sold.
Based on aggregated 13F filings for Q2 2016.