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Nuveen Mortgage and Income Fund
JLS

Overview Fund Activity

34 hedge funds and large institutions have $30.3M invested in Nuveen Mortgage and Income Fund in 2020 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 13 reducing their positions, and 7 closing their positions.

Holders
34
Holders Change
-1
Holders Change %
-2.86%
% of All Funds
0.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
11
Reduced
13
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$6.31M
2
RVPG
2
Relative Value Partners Group
$533K
3
FM
3
Family Management
New York
$463K
4
Morgan Stanley
4
Morgan Stanley
New York
$1.51M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$283K

Top Sellers

1
HCM
1
Hilton Capital Management
New York
$11.6M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$0
3
Ameriprise
3
Ameriprise
Minnesota
$482K
4
Bank of America
4
Bank of America
North Carolina
$825K
5
MFG
5
Magnus Financial Group
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HCM
1
Hilton Capital Management
New York
$11.6M 706,498 -183,540 -21%
SIA
2
Sit Investment Associates
Minnesota
$6.31M 383,317 +281,041 +275%
Morgan Stanley
3
Morgan Stanley
New York
$1.51M 91,755 +17,756 +24%
Wells Fargo
4
Wells Fargo
California
$1.16M 70,512 -10,710 -13%
Invesco
5
Invesco
Georgia
$881K 53,574 +954 +2%
Bank of America
6
Bank of America
North Carolina
$825K 50,186 -47,263 -49%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$597K 36,279 +2,281 +7%
Lido Advisors
8
Lido Advisors
California
$533K 32,206 -3,707 -10%
RVPG
9
Relative Value Partners Group
$533K 32,433 +32,433 New
Ameriprise
10
Ameriprise
Minnesota
$482K 30,122 -50,746 -63%
FM
11
Family Management
New York
$463K 28,169 +28,169 New
SFS
12
Sowell Financial Services
Arkansas
$413K 25,105 +4,530 +22%
RJA
13
Raymond James & Associates
Florida
$404K 24,547 +14,058 +134%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$401K 24,422 -3,569 -13%
UBS Group
15
UBS Group
Switzerland
$400K 24,289 +2,690 +12%
Mirae Asset Global Investments
16
Mirae Asset Global Investments
South Korea
$398K 24,206 -3,962 -14%
BEI
17
Benjamin Edwards Inc
Missouri
$355K 21,550 -5,084 -19%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$337K 20,462 -760 -4%
Truist Financial
19
Truist Financial
North Carolina
$333K 20,220 +5,141 +34%
LCM
20
Landscape Capital Management
New Jersey
$327K 19,902 -7,579 -28%
ACM
21
Arlington Capital Management
Illinois
$283K 17,222 -2,617 -13%
Osaic Holdings
22
Osaic Holdings
Arizona
$283K 17,159 +17,159 New
PAG
23
Private Advisor Group
New Jersey
$282K 17,136 -1,495 -8%
SFS
24
Shaker Financial Services
Virginia
$270K 16,431 +16,431 New
Baird Financial Group
25
Baird Financial Group
Wisconsin
$214K 13,020 +13,020 New
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