Nuveen Mortgage and Income Fund
42 hedge funds and large institutions have $169M invested in Nuveen Mortgage and Income Fund in 2017 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 16 increasing their positions, 10 reducing their positions, and 3 closing their positions.
60% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 10
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.33% less ownership
Funds ownership: 38.68% → 38.36% (-0.33%)
2% less capital invested
Capital invested by funds: $172M → $169M (-$2.81M)
5% less funds holding
Funds holding: 44 → 42 (-2)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$3.13M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$702K |
| 3 |
Invesco
Atlanta,
Georgia
|
+$469K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$372K |
| 5 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
+$321K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RVPG
Relative Value Partners Group
|
-$1.87M |
| 2 |
Bessemer Group
Woodbridge,
New Jersey
|
-$1.47M |
| 3 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$1.4M |
| 4 |
LJAC
L.J. Altfest & Co
New York
|
-$1.02M |
| 5 |
DBT
Dubuque Bank & Trust
Dubuque,
Iowa
|
-$863K |
JLS Hedge Fund Activity: Q3 2017 in Review
42 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Nuveen Mortgage and Income Fund (JLS) for Q3 2017, worth a combined $169M — down 1.6% from $172M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of JLS and 2 opened new positions — a net loss of 1 holder — while 10 trimmed existing stakes and 16 added.
The largest buyer was Ameriprise, adding an estimated $3.13M. The largest seller was Relative Value Partners Group, cutting an estimated $1.87M.
- 42 institutional investors held Nuveen Mortgage and Income Fund (JLS) as of Q3 2017, down from 44 in Q2 2017.
- Funds reported $169M of Nuveen Mortgage and Income Fund stock for Q3 2017, down 1.6% quarter-over-quarter.
- 2 funds opened new Nuveen Mortgage and Income Fund positions in Q3 2017 and 3 closed out, a net change of -1 holder.
- The largest Nuveen Mortgage and Income Fund buyer in Q3 2017 was Ameriprise, an estimated $3.13M added.
- The largest Nuveen Mortgage and Income Fund seller in Q3 2017 was Relative Value Partners Group, an estimated $1.87M sold.
Based on aggregated 13F filings for Q3 2017.