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Nuveen Mortgage and Income Fund
JLS

Overview Fund Activity

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.

Holders
42
Holders Change
-2
Holders Change %
-4.55%
% of All Funds
1.05%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
2
Increased
16
Reduced
10
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$11.5M
2
Wells Fargo
2
Wells Fargo
California
$17.1M
3
Invesco
3
Invesco
Georgia
$1.17M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$6.67M
5
PAIM
5
Punch & Associates Investment Management
Minnesota
$12.6M

Top Sellers

1
RVPG
1
Relative Value Partners Group
$35.7M
2
Bessemer Group
2
Bessemer Group
New Jersey
$3.51M
3
RCM
3
Rivernorth Capital Management
Florida
$10.8M
4
LJAC
4
L.J. Altfest & Co
New York
$2.05M
5
DBT
5
Dubuque Bank & Trust
Iowa
$472K
Name Market Value Shares Shares
Change 		Shares
Change %
RVPG
1
Relative Value Partners Group
$35.7M 1,408,672 -73,093 -5%
Wells Fargo
2
Wells Fargo
California
$17.1M 673,792 +27,516 +4%
Bank of America
3
Bank of America
North Carolina
$16.4M 647,631 +2,184 +0.3%
HCM
4
Hilton Capital Management
New York
– – – –
PAIM
5
Punch & Associates Investment Management
Minnesota
$12.6M 497,424 +12,590 +3%
Ameriprise
6
Ameriprise
Minnesota
$11.5M 453,074 +122,766 +37%
RCM
7
Rivernorth Capital Management
Florida
$10.8M 424,124 -54,850 -11%
Morgan Stanley
8
Morgan Stanley
New York
$8.33M 328,620 +6,084 +2%
EVM
9
Eaton Vance Management
Massachusetts
$8.23M 324,311 – –
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$6.67M 262,875 +14,567 +6%
SIA
11
Sit Investment Associates
Minnesota
$5.99M 235,986 +3,205 +1%
Bessemer Group
12
Bessemer Group
New Jersey
$3.51M 138,196 -57,500 -29%
NVIM
13
New Vernon Investment Management
Illinois
$2.8M 110,390 – –
LJAC
14
L.J. Altfest & Co
New York
$2.05M 80,918 -39,986 -33%
FTI
15
Fiduciary Trust International
Massachusetts
$1.61M 63,372 +161 +0.3%
COLIM
16
City of London Investment Management
United Kingdom
$1.36M 53,534 – –
RJA
17
Raymond James & Associates
Florida
$1.3M 51,119 +3,188 +7%
Invesco
18
Invesco
Georgia
$1.17M 46,280 +18,385 +66%
TIM
19
Tortoise Investment Management
New York
$995K 39,250 +3,155 +9%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$978K 38,553 +1,931 +5%
Stifel Financial
21
Stifel Financial
Missouri
$767K 30,200 +1,500 +5%
PAG
22
Private Advisor Group
New Jersey
$718K 27,959 -1,093 -4%
MSAM
23
Moloney Securities Asset Management
Missouri
$621K 24,485 +1,179 +5%
UBS Group
24
UBS Group
Switzerland
$607K 23,907 -732 -3%
DBT
25
Dubuque Bank & Trust
Iowa
$472K 18,604 -33,807 -65%
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