Nuveen Mortgage and Income Fund
41 hedge funds and large institutions have $161M invested in Nuveen Mortgage and Income Fund in 2016 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 16 increasing their positions, 10 reducing their positions, and 3 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
60% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 10
6% more capital invested
Capital invested by funds: $152M → $161M (+$9.13M)
0.31% more ownership
Funds ownership: 38.74% → 39.05% (+0.31%)
5% less funds holding
Funds holding: 43 → 41 (-2)
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$1.95M |
| 2 |
RVPG
Relative Value Partners Group
|
+$1.62M |
| 3 |
LPL Financial
San Diego,
California
|
+$1.4M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.17M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$257K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PP
Paloma Partners
Greenwich,
Connecticut
|
-$2.43M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$1.37M |
| 3 |
COLIM
City of London Investment Management
London,
United Kingdom
|
-$688K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$649K |
| 5 |
WMG
WESCAP Management Group
Glendale,
California
|
-$622K |
JLS Hedge Fund Activity: Q3 2016 in Review
41 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in Nuveen Mortgage and Income Fund (JLS) for Q3 2016, worth a combined $161M — up 6% from $152M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of JLS and 1 opened new positions — a net loss of 2 holders — while 10 trimmed existing stakes and 16 added.
The largest buyer was Wells Fargo, adding an estimated $1.95M. The largest seller was Paloma Partners, exiting entirely with an estimated $2.43M sold.
- 41 institutional investors held Nuveen Mortgage and Income Fund (JLS) as of Q3 2016, down from 43 in Q2 2016.
- Funds reported $161M of Nuveen Mortgage and Income Fund stock for Q3 2016, up 6% quarter-over-quarter.
- 1 fund opened new Nuveen Mortgage and Income Fund positions in Q3 2016 and 3 closed out, a net change of -2 holders.
- The largest Nuveen Mortgage and Income Fund buyer in Q3 2016 was Wells Fargo, an estimated $1.95M added.
- The largest Nuveen Mortgage and Income Fund seller in Q3 2016 was Paloma Partners, an estimated $2.43M sold.
Based on aggregated 13F filings for Q3 2016.