Nuveen Mortgage and Income Fund
45 hedge funds and large institutions have $164M invested in Nuveen Mortgage and Income Fund in 2017 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 12 reducing their positions, and 0 closing their positions.
42% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 12
10% more funds holding
Funds holding: 41 → 45 (+4)
3% more capital invested
Capital invested by funds: $159M → $164M (+$4.85M)
0.02% less ownership
Funds ownership: 38.35% → 38.33% (-0.02%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.77M |
| 2 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
+$1.31M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$974K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$465K |
| 5 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$409K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$3.88M |
| 2 |
COLIM
City of London Investment Management
London,
United Kingdom
|
-$1.33M |
| 3 |
WMG
WESCAP Management Group
Glendale,
California
|
-$580K |
| 4 |
RVPG
Relative Value Partners Group
|
-$337K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$178K |
JLS Hedge Fund Activity: Q1 2017 in Review
45 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in Nuveen Mortgage and Income Fund (JLS) for Q1 2017, worth a combined $164M — up 3% from $159M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new JLS positions and 0 closed out — a net gain of 5 holders — while 17 added to existing stakes and 12 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.77M. The largest seller was Wells Fargo, cutting an estimated $3.88M.
- 45 institutional investors held Nuveen Mortgage and Income Fund (JLS) as of Q1 2017, up from 41 in Q4 2016.
- Funds reported $164M of Nuveen Mortgage and Income Fund stock for Q1 2017, up 3% quarter-over-quarter.
- 5 funds opened new Nuveen Mortgage and Income Fund positions in Q1 2017 and 0 closed out, a net change of +5 holders.
- The largest Nuveen Mortgage and Income Fund buyer in Q1 2017 was Morgan Stanley, an estimated $1.77M added.
- The largest Nuveen Mortgage and Income Fund seller in Q1 2017 was Wells Fargo, an estimated $3.88M sold.
Based on aggregated 13F filings for Q1 2017.