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Nuveen Mortgage and Income Fund
JLS

Overview Fund Activity

32 hedge funds and large institutions have $39.3M invested in Nuveen Mortgage and Income Fund in 2020 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 15 reducing their positions, and 5 closing their positions.

Holders
32
Holders Change
-1
Holders Change %
-3.03%
% of All Funds
0.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
10
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$19M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$1.11M
3
TJHA
3
Thomas J. Herzfeld Advisors
Florida
$889K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$442K
5
Morgan Stanley
5
Morgan Stanley
New York
$2.21M

Top Sellers

1
HCM
1
Hilton Capital Management
New York
$5.61M
2
RJA
2
Raymond James & Associates
Florida
$0
3
Lido Advisors
3
Lido Advisors
California
$237K
4
BEI
4
Benjamin Edwards Inc
Missouri
$149K
5
Bank of America
5
Bank of America
North Carolina
$535K
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$19M 1,002,880 +305,097 +44%
HCM
2
Hilton Capital Management
New York
$5.61M 296,151 -314,625 -52%
Morgan Stanley
3
Morgan Stanley
New York
$2.21M 116,933 +5,392 +5%
Invesco
4
Invesco
Georgia
$1.23M 65,093 -1,926 -3%
FM
5
Family Management
New York
$1.15M 60,718 -2,217 -4%
Wells Fargo
6
Wells Fargo
California
$1.12M 59,204 +4,698 +9%
Thrivent Financial for Lutherans
7
Thrivent Financial for Lutherans
Minnesota
$1.11M 58,795 +58,795 New
TJHA
8
Thomas J. Herzfeld Advisors
Florida
$889K 47,676 +39,168 +460%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$783K 41,388 -3,385 -8%
Ameriprise
10
Ameriprise
Minnesota
$603K 31,853 +3,439 +12%
Bank of America
11
Bank of America
North Carolina
$535K 28,291 -13,441 -32%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$486K 25,666 -4,453 -15%
Mirae Asset Global Investments
13
Mirae Asset Global Investments
South Korea
$470K 24,847 +4,414 +22%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$449K 23,718 +15 +0.1%
SFS
15
Sowell Financial Services
Arkansas
$446K 23,555 -1,550 -6%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$442K 23,325 +23,325 New
Bank of New York Mellon
17
Bank of New York Mellon
New York
$370K 19,554 -1,955 -9%
UBS Group
18
UBS Group
Switzerland
$350K 18,450 -9,699 -34%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$285K 15,074 +1,059 +8%
Truist Financial
20
Truist Financial
North Carolina
$281K 14,830 -666 -4%
PAG
21
Private Advisor Group
New Jersey
$277K 14,650 +6 +0%
Lido Advisors
22
Lido Advisors
California
$237K 12,475 -14,035 -53%
PFGIA
23
Patriot Financial Group Insurance Agency
Massachusetts
$225K 11,898 -427 -3%
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$202K 10,707 -1 -0%
APA
25
American Portfolios Advisors
New York
$167K 8,819 +391 +5%
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