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Nuveen Mortgage and Income Fund
JLS

Overview Fund Activity

44 hedge funds and large institutions have $172M invested in Nuveen Mortgage and Income Fund in 2017 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 18 increasing their positions, 12 reducing their positions, and 5 closing their positions.

Holders
44
Holders Change
-1
Holders Change %
-2.22%
% of All Funds
1.1%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
4
Increased
18
Reduced
12
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$8.46M
2
FTI
2
Fiduciary Trust International
Massachusetts
$1.62M
3
Bank of America
3
Bank of America
North Carolina
$16.5M
4
PAIM
4
Punch & Associates Investment Management
Minnesota
$12.4M
5
RJA
5
Raymond James & Associates
Florida
$1.23M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$0
2
Wells Fargo
2
Wells Fargo
California
$16.6M
3
RVPG
3
Relative Value Partners Group
$37.9M
4
Bessemer Group
4
Bessemer Group
New Jersey
$5.01M
5
WMG
5
WESCAP Management Group
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RVPG
1
Relative Value Partners Group
$37.9M 1,481,765 -33,227 -2%
Wells Fargo
2
Wells Fargo
California
$16.6M 646,276 -44,378 -6%
Bank of America
3
Bank of America
North Carolina
$16.5M 645,447 +36,108 +6%
HCM
4
Hilton Capital Management
New York
– – – –
PAIM
5
Punch & Associates Investment Management
Minnesota
$12.4M 484,834 +24,202 +5%
RCM
6
Rivernorth Capital Management
Florida
$12.3M 478,974 -20,276 -4%
Ameriprise
7
Ameriprise
Minnesota
$8.46M 330,308 +141,160 +75%
EVM
8
Eaton Vance Management
Massachusetts
$8.31M 324,311 – –
Morgan Stanley
9
Morgan Stanley
New York
$8.26M 322,536 +1,974 +0.6%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$6.36M 248,308 +5,452 +2%
SIA
11
Sit Investment Associates
Minnesota
$5.96M 232,781 -13,654 -6%
Bessemer Group
12
Bessemer Group
New Jersey
$5.01M 195,696 -29,000 -13%
LJAC
13
L.J. Altfest & Co
New York
$3.1M 120,904 -5,453 -4%
NVIM
14
New Vernon Investment Management
Illinois
$2.83M 110,390 – –
FTI
15
Fiduciary Trust International
Massachusetts
$1.62M 63,211 +63,211 New
COLIM
16
City of London Investment Management
United Kingdom
$1.37M 53,534 -5,101 -9%
DBT
17
Dubuque Bank & Trust
Iowa
$1.34M 52,411 +1,363 +3%
RJA
18
Raymond James & Associates
Florida
$1.23M 47,931 +12,910 +37%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$938K 36,622 +3,523 +11%
TIM
20
Tortoise Investment Management
New York
$924K 36,095 -485 -1%
PAG
21
Private Advisor Group
New Jersey
$742K 29,052 +8 +0%
Stifel Financial
22
Stifel Financial
Missouri
$737K 28,700 +1,800 +7%
Invesco
23
Invesco
Georgia
$714K 27,895 +12,671 +83%
UBS Group
24
UBS Group
Switzerland
$631K 24,639 +2,791 +13%
MSAM
25
Moloney Securities Asset Management
Missouri
$597K 23,306 +1,431 +7%
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