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Nuveen Mortgage and Income Fund
JLS

Overview Fund Activity

36 hedge funds and large institutions have $45.8M invested in Nuveen Mortgage and Income Fund in 2020 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 11 increasing their positions, 12 reducing their positions, and 7 closing their positions.

Holders
36
Holders Change
+4
Holders Change %
+12.5%
% of All Funds
0.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
11
Reduced
12
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RVPG
1
Relative Value Partners Group
$4.63M
2
SIA
2
Sit Investment Associates
Minnesota
$22.8M
3
RCM
3
Rivernorth Capital Management
Florida
$915K
4
Citadel Advisors
4
Citadel Advisors
Florida
$747K
5
MC
5
Matisse Capital
Oregon
$726K

Top Sellers

1
HCM
1
Hilton Capital Management
New York
$815K
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$1.9M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$226K
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$22.8M 1,152,349 +149,469 +15%
RVPG
2
Relative Value Partners Group
$4.63M 234,216 +234,216 New
Morgan Stanley
3
Morgan Stanley
New York
$1.9M 95,986 -20,947 -18%
TJHA
4
Thomas J. Herzfeld Advisors
Florida
$1.53M 77,384 +29,708 +62%
Invesco
5
Invesco
Georgia
$1.47M 74,281 +9,188 +14%
Thrivent Financial for Lutherans
6
Thrivent Financial for Lutherans
Minnesota
$1.28M 64,538 +5,743 +10%
Wells Fargo
7
Wells Fargo
California
$1.19M 60,012 +808 +1%
FM
8
Family Management
New York
$1.18M 59,702 -1,016 -2%
RCM
9
Rivernorth Capital Management
Florida
$915K 46,304 +46,304 New
HCM
10
Hilton Capital Management
New York
$815K 41,208 -254,943 -86%
Citadel Advisors
11
Citadel Advisors
Florida
$747K 37,763 +37,763 New
MC
12
Matisse Capital
Oregon
$726K 36,754 +36,754 New
Ameriprise
13
Ameriprise
Minnesota
$651K 32,936 +1,083 +3%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$626K 31,670 -9,718 -23%
CRC
15
Curi RMB Capital
Illinois
$538K 27,204 +27,204 New
Bank of America
16
Bank of America
North Carolina
$533K 26,975 -1,316 -5%
Mirae Asset Global Investments
17
Mirae Asset Global Investments
South Korea
$528K 26,709 +1,862 +7%
SFS
18
Sowell Financial Services
Arkansas
$466K 23,555 – –
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$431K 21,806 -1,912 -8%
LCM
20
Landscape Capital Management
New Jersey
$429K 21,698 +21,698 New
UBS Group
21
UBS Group
Switzerland
$421K 21,313 +2,863 +16%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$341K 17,259 +2,185 +14%
PAG
23
Private Advisor Group
New Jersey
$250K 12,658 -1,992 -14%
PFGIA
24
Patriot Financial Group Insurance Agency
Massachusetts
$236K 11,918 +20 +0.2%
RJA
25
Raymond James & Associates
Florida
$232K 11,740 +11,740 New
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