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Nuveen Mortgage and Income Fund
JLS

Overview Fund Activity

45 hedge funds and large institutions have $113M invested in Nuveen Mortgage and Income Fund in 2019 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 14 reducing their positions, and 10 closing their positions.

Holders
45
Holders Change
-3
Holders Change %
-6.25%
% of All Funds
0.99%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
16
Reduced
14
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$11.3M
2
Invesco
2
Invesco
Georgia
$3.26M
3
HCM
3
Hilton Capital Management
New York
$20.1M
4
RVPG
4
Relative Value Partners Group
$30.9M
5
TSW
5
Thompson Siegel & Walmsley
Virginia
$749K

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$1.25M
2
IA
2
Icon Advisers
Colorado
$5.98M
3
Morgan Stanley
3
Morgan Stanley
New York
$1.68M
4
WMA
4
Wealth Management Associates
New Jersey
$0
5
RJA
5
Raymond James & Associates
Florida
$981K
Name Market Value Shares Shares
Change 		Shares
Change %
RVPG
1
Relative Value Partners Group
$30.9M 1,332,152 +53,276 +4%
HCM
2
Hilton Capital Management
New York
$20.1M 871,161 +57,579 +7%
Bank of America
3
Bank of America
North Carolina
$12.6M 544,638 -24,646 -4%
SIA
4
Sit Investment Associates
Minnesota
$11.3M 488,243 +333,708 +216%
PAIM
5
Punch & Associates Investment Management
Minnesota
$8.86M 383,989 -4,967 -1%
IA
6
Icon Advisers
Colorado
$5.98M 259,447 -257,198 -50%
Invesco
7
Invesco
Georgia
$3.26M 141,187 +116,371 +469%
Ameriprise
8
Ameriprise
Minnesota
$1.93M 83,859 -10,349 -11%
Wells Fargo
9
Wells Fargo
California
$1.86M 80,725 -1,779 -2%
FTI
10
Fiduciary Trust International
Massachusetts
$1.78M 77,074 +273 +0.4%
Morgan Stanley
11
Morgan Stanley
New York
$1.68M 73,027 -226,452 -76%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.25M 54,013 -318,607 -86%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$1.19M 51,481 -13,194 -20%
RJA
14
Raymond James & Associates
Florida
$981K 42,559 -43,329 -50%
TSW
15
Thompson Siegel & Walmsley
Virginia
$749K 32,500 +32,500 New
Mirae Asset Global Investments
16
Mirae Asset Global Investments
South Korea
$745K 32,319 +7,020 +28%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$724K 31,396 +9,102 +41%
CL
18
CSS LLC
Illinois
$719K 31,200 +31,200 New
Lido Advisors
19
Lido Advisors
California
$698K 30,136 +3,167 +12%
ACM
20
Arlington Capital Management
Illinois
$587K 25,453 -23,634 -48%
MFG
21
Magnus Financial Group
New York
$562K 24,379 +16 +0.1%
BEI
22
Benjamin Edwards Inc
Missouri
$562K 24,361 +2,883 +13%
UBS Group
23
UBS Group
Switzerland
$551K 23,889 -2,544 -10%
Bessemer Group
24
Bessemer Group
New Jersey
$549K 23,806 – –
SFS
25
Sowell Financial Services
Arkansas
$474K 20,575 +20,575 New
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