JLS icon

Nuveen Mortgage and Income Fund
JLS

Overview Fund Activity

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.

Holders
33
Holders Change
-1
Holders Change %
-2.94%
% of All Funds
0.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
7
Reduced
15
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$13.6M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$875K
3
FM
3
Family Management
New York
$1.23M
4
Morgan Stanley
4
Morgan Stanley
New York
$2.18M
5
Invesco
5
Invesco
Georgia
$1.31M

Top Sellers

1
HCM
1
Hilton Capital Management
New York
$11.9M
2
RVPG
2
Relative Value Partners Group
$0
3
LCM
3
Landscape Capital Management
New Jersey
$0
4
Wells Fargo
4
Wells Fargo
California
$1.07M
5
ACM
5
Arlington Capital Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$13.6M 697,783 +314,466 +82%
HCM
2
Hilton Capital Management
New York
$11.9M 610,776 -95,722 -14%
Morgan Stanley
3
Morgan Stanley
New York
$2.18M 111,541 +19,786 +22%
Invesco
4
Invesco
Georgia
$1.31M 67,019 +13,445 +25%
FM
5
Family Management
New York
$1.23M 62,935 +34,766 +123%
Wells Fargo
6
Wells Fargo
California
$1.07M 54,506 -16,006 -23%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$875K 44,773 +44,773 New
Bank of America
8
Bank of America
North Carolina
$816K 41,732 -8,454 -17%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$589K 30,119 -6,160 -17%
Ameriprise
10
Ameriprise
Minnesota
$555K 28,414 -1,708 -6%
UBS Group
11
UBS Group
Switzerland
$551K 28,149 +3,860 +16%
Lido Advisors
12
Lido Advisors
California
$520K 26,510 -5,696 -18%
SFS
13
Sowell Financial Services
Arkansas
$491K 25,105 – –
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$464K 23,703 -719 -3%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$420K 21,509 +1,047 +5%
BEI
16
Benjamin Edwards Inc
Missouri
$417K 21,324 -226 -1%
Mirae Asset Global Investments
17
Mirae Asset Global Investments
South Korea
$399K 20,433 -3,773 -16%
RJA
18
Raymond James & Associates
Florida
$311K 15,904 -8,643 -35%
Truist Financial
19
Truist Financial
North Carolina
$303K 15,496 -4,724 -23%
PAG
20
Private Advisor Group
New Jersey
$286K 14,644 -2,492 -15%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$274K 14,015 +995 +8%
PFGIA
22
Patriot Financial Group Insurance Agency
Massachusetts
$241K 12,325 -617 -5%
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$209K 10,708 – –
APA
24
American Portfolios Advisors
New York
$165K 8,428 -708 -8%
TJHA
25
Thomas J. Herzfeld Advisors
Florida
$161K 8,508 +8,508 New
1
2