Nuveen Mortgage and Income Fund
JLS
33 hedge funds and large institutions have $39.6M invested in Nuveen Mortgage and Income Fund in 2020 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 15 reducing their positions, and 7 closing their positions.
31% more capital invested
Capital invested by funds: $30.3M → $39.6M (+$9.28M)
1.14% more ownership
Funds ownership: 11.6% → 12.75% (+1.1%)
3% less funds holding
Funds holding: 34 → 33 (-1)
14% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 7
53% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$5.71M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$813K |
| 3 |
FM
Family Management
New York
|
+$632K |
| 4 |
Morgan Stanley
New York
|
+$360K |
| 5 |
Invesco
Atlanta,
Georgia
|
+$244K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Hilton Capital Management
Garden City,
New York
|
-$1.74M |
| 2 |
RVPG
Relative Value Partners Group
|
-$533K |
| 3 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$327K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$291K |
| 5 |
ACM
Arlington Capital Management
Arlington Heights,
Illinois
|
-$283K |
JLS Hedge Fund Activity: Q2 2020 in Review
33 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Nuveen Mortgage and Income Fund (JLS) for Q2 2020, worth a combined $39.6M — up 31% from $30.3M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of JLS and 6 opened new positions — a net loss of 1 holder — while 15 trimmed existing stakes and 7 added.
The largest buyer was Sit Investment Associates, adding an estimated $5.71M. The largest seller was Hilton Capital Management, cutting an estimated $1.74M.
- 33 institutional investors held Nuveen Mortgage and Income Fund (JLS) as of Q2 2020, down from 34 in Q1 2020.
- Funds reported $39.6M of Nuveen Mortgage and Income Fund stock for Q2 2020, up 31% quarter-over-quarter.
- 6 funds opened new Nuveen Mortgage and Income Fund positions in Q2 2020 and 7 closed out, a net change of -1 holder.
- The largest Nuveen Mortgage and Income Fund buyer in Q2 2020 was Sit Investment Associates, an estimated $5.71M added.
- The largest Nuveen Mortgage and Income Fund seller in Q2 2020 was Hilton Capital Management, an estimated $1.74M sold.
Based on aggregated 13F filings for Q2 2020.