Nuveen Mortgage and Income Fund
JLS
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.
60% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 10
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
0% more funds holding
Funds holding: 43 → 43 (0)
0% less capital invested
Capital invested by funds: $134M → $134M (-$18.2K)
4.86% less ownership
Funds ownership: 35.79% → 30.93% (-4.9%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mirae Asset Global Investments
Seoul,
South Korea
|
+$422K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$409K |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$384K |
| 4 |
Invesco
Atlanta,
Georgia
|
+$313K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$283K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Hilton Capital Management
Garden City,
New York
|
-$16.4M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.58M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$1.19M |
| 4 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$585K |
| 5 |
RVPG
Relative Value Partners Group
|
-$495K |
JLS Hedge Fund Activity: Q3 2018 in Review
43 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Nuveen Mortgage and Income Fund (JLS) for Q3 2018, worth a combined $134M — down 0.01% from $134M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new JLS positions and 2 closed out — a net gain of 1 holder — while 16 added to existing stakes and 10 trimmed.
The largest buyer was Mirae Asset Global Investments, opening a new position worth an estimated $422K. The largest seller was Hilton Capital Management, exiting entirely with an estimated $16.4M sold.
- 43 institutional investors held Nuveen Mortgage and Income Fund (JLS) as of Q3 2018, unchanged from Q2 2018.
- Funds reported $134M of Nuveen Mortgage and Income Fund stock for Q3 2018, down 0.01% quarter-over-quarter.
- 3 funds opened new Nuveen Mortgage and Income Fund positions in Q3 2018 and 2 closed out, a net change of +1 holder.
- The largest Nuveen Mortgage and Income Fund buyer in Q3 2018 was Mirae Asset Global Investments, an estimated $422K added.
- The largest Nuveen Mortgage and Income Fund seller in Q3 2018 was Hilton Capital Management, an estimated $16.4M sold.
Based on aggregated 13F filings for Q3 2018.