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Nuveen Mortgage and Income Fund
JLS

Overview Fund Activity

40 hedge funds and large institutions have $161M invested in Nuveen Mortgage and Income Fund in 2018 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 11 reducing their positions, and 5 closing their positions.

Holders
40
Holders Change
-1
Holders Change %
-2.44%
% of All Funds
0.92%
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
14
Reduced
11
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EVM
1
Eaton Vance Management
Massachusetts
$15.7M
2
Ameriprise
2
Ameriprise
Minnesota
$12.4M
3
Wells Fargo
3
Wells Fargo
California
$18.6M
4
Bank of America
4
Bank of America
North Carolina
$16.6M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$7.3M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$6.55M
2
COLIM
2
City of London Investment Management
United Kingdom
$0
3
PAIM
3
Punch & Associates Investment Management
Minnesota
$10.3M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$0
5
SIA
5
Sit Investment Associates
Minnesota
$3.53M
Name Market Value Shares Shares
Change 		Shares
Change %
RVPG
1
Relative Value Partners Group
$31.6M 1,332,191 -27,702 -2%
Wells Fargo
2
Wells Fargo
California
$18.6M 782,893 +24,866 +3%
Bank of America
3
Bank of America
North Carolina
$16.6M 697,000 +21,049 +3%
EVM
4
Eaton Vance Management
Massachusetts
$15.7M 648,622 +324,311 +100%
HCM
5
Hilton Capital Management
New York
– – – –
Ameriprise
6
Ameriprise
Minnesota
$12.4M 524,284 +69,935 +15%
PAIM
7
Punch & Associates Investment Management
Minnesota
$10.3M 431,776 -57,019 -12%
RCM
8
Rivernorth Capital Management
Florida
$8.98M 377,174 -5,543 -1%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$7.3M 307,415 +19,916 +7%
Morgan Stanley
10
Morgan Stanley
New York
$6.55M 275,767 -67,065 -20%
SIA
11
Sit Investment Associates
Minnesota
$3.53M 148,697 -37,023 -20%
NVIM
12
New Vernon Investment Management
Illinois
$2.62M 110,390 – –
Invesco
13
Invesco
Georgia
$1.71M 71,873 +9,746 +16%
FTI
14
Fiduciary Trust International
Massachusetts
$1.7M 71,711 +3,128 +5%
RJA
15
Raymond James & Associates
Florida
$1.33M 56,181 -5,254 -9%
TIM
16
Tortoise Investment Management
New York
$909K 38,281 +8,881 +30%
LJAC
17
L.J. Altfest & Co
New York
$746K 31,421 -11,008 -26%
Stifel Financial
18
Stifel Financial
Missouri
$740K 31,150 – –
UBS Group
19
UBS Group
Switzerland
$574K 24,198 +512 +2%
Bessemer Group
20
Bessemer Group
New Jersey
$565K 23,806 -16,990 -42%
SFS
21
Sowell Financial Services
Arkansas
$420K 17,931 – –
PAG
22
Private Advisor Group
New Jersey
$389K 16,395 +3,273 +25%
GXMC
23
Global X Management Company
New York
$360K 15,139 +1,681 +12%
Lido Advisors
24
Lido Advisors
California
$336K 14,150 +14,150 New
RGC
25
Roberts, Glore & Co
Illinois
$323K 13,600 – –
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