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Nuveen Mortgage and Income Fund
JLS

Overview Fund Activity

44 hedge funds and large institutions have $124M invested in Nuveen Mortgage and Income Fund in 2018 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 15 reducing their positions, and 8 closing their positions.

Holders
44
Holders Change
+1
Holders Change %
+2.33%
% of All Funds
0.98%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
9
Increased
11
Reduced
15
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HCM
1
Hilton Capital Management
New York
$15.8M
2
WMA
2
Wealth Management Associates
New Jersey
$2.34M
3
RCM
3
Rivernorth Capital Management
Florida
$11.4M
4
MFG
4
Magnus Financial Group
New York
$343K
5
Morgan Stanley
5
Morgan Stanley
New York
$6.23M

Top Sellers

1
NVIM
1
New Vernon Investment Management
Illinois
$0
2
PAIM
2
Punch & Associates Investment Management
Minnesota
$8.55M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$0
4
Bessemer Group
4
Bessemer Group
New Jersey
$0
5
Invesco
5
Invesco
Georgia
$1.17M
Name Market Value Shares Shares
Change 		Shares
Change %
RVPG
1
Relative Value Partners Group
$28.7M 1,281,881 -5,360 -0.4%
Bank of America
2
Bank of America
North Carolina
$16.6M 743,278 -1,423 -0.2%
HCM
3
Hilton Capital Management
New York
$15.8M 708,592 +708,592 New
RCM
4
Rivernorth Capital Management
Florida
$11.4M 508,640 +93,461 +23%
PAIM
5
Punch & Associates Investment Management
Minnesota
$8.55M 382,739 -61,327 -14%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$7.54M 337,235 -3,072 -0.9%
EVM
7
Eaton Vance Management
Massachusetts
$7.24M 324,011 -300 -0.1%
Morgan Stanley
8
Morgan Stanley
New York
$6.23M 278,890 +12,068 +5%
Ameriprise
9
Ameriprise
Minnesota
$3.44M 154,150 -992 -0.6%
SIA
10
Sit Investment Associates
Minnesota
$2.84M 127,256 -2,200 -2%
WMA
11
Wealth Management Associates
New Jersey
$2.34M 104,562 +104,562 New
Wells Fargo
12
Wells Fargo
California
$2.16M 96,454 +5,638 +6%
FTI
13
Fiduciary Trust International
Massachusetts
$1.71M 76,348 +738 +1%
RJA
14
Raymond James & Associates
Florida
$1.59M 70,913 -7,550 -10%
Invesco
15
Invesco
Georgia
$1.17M 52,460 -17,108 -25%
TIM
16
Tortoise Investment Management
New York
$948K 42,394 -4,293 -9%
PAG
17
Private Advisor Group
New Jersey
$612K 27,364 +533 +2%
UBS Group
18
UBS Group
Switzerland
$562K 25,149 -4,640 -16%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$560K 25,053 +1,494 +6%
Lido Advisors
20
Lido Advisors
California
$474K 21,233 +1,719 +9%
Mirae Asset Global Investments
21
Mirae Asset Global Investments
South Korea
$441K 19,739 +1,960 +11%
SFS
22
Sowell Financial Services
Arkansas
$401K 17,931 – –
LJAC
23
L.J. Altfest & Co
New York
$381K 17,034 -6,990 -29%
MFG
24
Magnus Financial Group
New York
$343K 15,337 +15,337 New
RGC
25
Roberts, Glore & Co
Illinois
$333K 14,890 -150 -1%
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