JLS icon

Nuveen Mortgage and Income Fund
JLS

Overview Fund Activity

41 hedge funds and large institutions have $163M invested in Nuveen Mortgage and Income Fund in 2017 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 11 reducing their positions, and 6 closing their positions.

Holders
41
Holders Change
-1
Holders Change %
-2.38%
% of All Funds
0.93%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
5
Increased
16
Reduced
11
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$18.7M
2
Bank of America
2
Bank of America
North Carolina
$16.7M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$7.1M
4
Invesco
4
Invesco
Georgia
$1.53M
5
Morgan Stanley
5
Morgan Stanley
New York
$8.47M

Top Sellers

1
Bessemer Group
1
Bessemer Group
New Jersey
$1.01M
2
SIA
2
Sit Investment Associates
Minnesota
$4.59M
3
RVPG
3
Relative Value Partners Group
$33.6M
4
RCM
4
Rivernorth Capital Management
Florida
$9.45M
5
LJAC
5
L.J. Altfest & Co
New York
$1.05M
Name Market Value Shares Shares
Change 		Shares
Change %
RVPG
1
Relative Value Partners Group
$33.6M 1,359,893 -48,779 -3%
Wells Fargo
2
Wells Fargo
California
$18.7M 758,027 +84,235 +13%
Bank of America
3
Bank of America
North Carolina
$16.7M 675,951 +28,320 +4%
HCM
4
Hilton Capital Management
New York
– – – –
PAIM
5
Punch & Associates Investment Management
Minnesota
$12.1M 488,795 -8,629 -2%
Ameriprise
6
Ameriprise
Minnesota
$11.2M 454,349 +1,275 +0.3%
RCM
7
Rivernorth Capital Management
Florida
$9.45M 382,717 -41,407 -10%
Morgan Stanley
8
Morgan Stanley
New York
$8.47M 342,832 +14,212 +4%
EVM
9
Eaton Vance Management
Massachusetts
$8.01M 324,311 – –
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$7.1M 287,499 +24,624 +9%
SIA
11
Sit Investment Associates
Minnesota
$4.59M 185,720 -50,266 -21%
NVIM
12
New Vernon Investment Management
Illinois
$2.73M 110,390 – –
FTI
13
Fiduciary Trust International
Massachusetts
$1.69M 68,583 +5,211 +8%
Invesco
14
Invesco
Georgia
$1.53M 62,127 +15,847 +34%
RJA
15
Raymond James & Associates
Florida
$1.52M 61,435 +10,316 +20%
COLIM
16
City of London Investment Management
United Kingdom
$1.39M 56,534 +3,000 +6%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$1.16M 46,842 +8,289 +22%
LJAC
18
L.J. Altfest & Co
New York
$1.05M 42,429 -38,489 -48%
Bessemer Group
19
Bessemer Group
New Jersey
$1.01M 40,796 -97,400 -70%
Stifel Financial
20
Stifel Financial
Missouri
$768K 31,150 +950 +3%
TIM
21
Tortoise Investment Management
New York
$726K 29,400 -9,850 -25%
UBS Group
22
UBS Group
Switzerland
$585K 23,686 -221 -0.9%
SFS
23
Sowell Financial Services
Arkansas
$432K 17,931 +5,190 +41%
RGC
24
Roberts, Glore & Co
Illinois
$336K 13,600 – –
GXMC
25
Global X Management Company
New York
$332K 13,458 +1,853 +16%
1
2