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Nuveen Mortgage and Income Fund
JLS

Overview Fund Activity

43 hedge funds and large institutions have $134M invested in Nuveen Mortgage and Income Fund in 2018 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 16 increasing their positions, 10 reducing their positions, and 2 closing their positions.

Holders
43
Holders Change
–
Holders Change %
0%
% of All Funds
0.98%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
3
Increased
16
Reduced
10
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mirae Asset Global Investments
1
Mirae Asset Global Investments
South Korea
$427K
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$8.17M
3
PAG
3
Private Advisor Group
New Jersey
$644K
4
Invesco
4
Invesco
Georgia
$1.67M
5
Bank of America
5
Bank of America
North Carolina
$17.9M

Top Sellers

1
HCM
1
Hilton Capital Management
New York
$17.1M
2
Ameriprise
2
Ameriprise
Minnesota
$3.71M
3
Wells Fargo
3
Wells Fargo
California
$2.18M
4
RCM
4
Rivernorth Capital Management
Florida
$9.96M
5
RVPG
5
Relative Value Partners Group
$29.7M
Name Market Value Shares Shares
Change 		Shares
Change %
RVPG
1
Relative Value Partners Group
$29.7M 1,287,241 -20,849 -2%
Bank of America
2
Bank of America
North Carolina
$17.9M 744,701 +11,907 +2%
HCM
3
Hilton Capital Management
New York
– – -689,031 Closed
PAIM
4
Punch & Associates Investment Management
Minnesota
$10.7M 444,066 +4,923 +1%
RCM
5
Rivernorth Capital Management
Florida
$9.96M 415,179 -24,641 -6%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$8.17M 340,307 +17,246 +5%
EVM
7
Eaton Vance Management
Massachusetts
$7.78M 324,311 – –
Morgan Stanley
8
Morgan Stanley
New York
$6.4M 266,822 -10,165 -4%
Ameriprise
9
Ameriprise
Minnesota
$3.71M 155,142 -66,381 -30%
SIA
10
Sit Investment Associates
Minnesota
$3.11M 129,456 – –
NVIM
11
New Vernon Investment Management
Illinois
$2.65M 110,390 – –
Wells Fargo
12
Wells Fargo
California
$2.18M 90,816 -50,109 -36%
RJA
13
Raymond James & Associates
Florida
$1.88M 78,463 +7,380 +10%
FTI
14
Fiduciary Trust International
Massachusetts
$1.82M 75,610 – –
Invesco
15
Invesco
Georgia
$1.67M 69,568 +13,176 +23%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$1.27M 52,757 +1,836 +4%
TIM
17
Tortoise Investment Management
New York
$1.12M 46,687 -538 -1%
UBS Group
18
UBS Group
Switzerland
$715K 29,789 -291 -1%
PAG
19
Private Advisor Group
New Jersey
$644K 26,831 +16,190 +152%
LJAC
20
L.J. Altfest & Co
New York
$577K 24,024 +1,800 +8%
Bessemer Group
21
Bessemer Group
New Jersey
$571K 23,806 – –
Bank of New York Mellon
22
Bank of New York Mellon
New York
$565K 23,559 +838 +4%
Lido Advisors
23
Lido Advisors
California
$470K 19,514 +2,390 +14%
SFS
24
Sowell Financial Services
Arkansas
$430K 17,931 – –
Mirae Asset Global Investments
25
Mirae Asset Global Investments
South Korea
$427K 17,779 +17,779 New
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