Nuveen Mortgage and Income Fund
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.
57% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 7
17% more capital invested
Capital invested by funds: $39.3M → $45.8M (+$6.5M)
13% more funds holding
Funds holding: 32 → 36 (+4)
1.51% more ownership
Funds ownership: 13.06% → 14.57% (+1.5%)
8% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RVPG
Relative Value Partners Group
|
+$4.47M |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$2.85M |
| 3 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$884K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$721K |
| 5 |
MC
Matisse Capital
Portland,
Oregon
|
+$702K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Hilton Capital Management
Garden City,
New York
|
-$4.87M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$442K |
| 3 |
Morgan Stanley
New York
|
-$400K |
| 4 |
Bank of New York Mellon
New York
|
-$370K |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
-$281K |
JLS Hedge Fund Activity: Q4 2020 in Review
36 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Nuveen Mortgage and Income Fund (JLS) for Q4 2020, worth a combined $45.8M — up 17% from $39.3M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new JLS positions and 7 closed out — a net gain of 4 holders — while 11 added to existing stakes and 12 trimmed.
The largest buyer was Relative Value Partners Group, opening a new position worth an estimated $4.47M. The largest seller was Hilton Capital Management, cutting an estimated $4.87M.
- 36 institutional investors held Nuveen Mortgage and Income Fund (JLS) as of Q4 2020, up from 32 in Q3 2020.
- Funds reported $45.8M of Nuveen Mortgage and Income Fund stock for Q4 2020, up 17% quarter-over-quarter.
- 11 funds opened new Nuveen Mortgage and Income Fund positions in Q4 2020 and 7 closed out, a net change of +4 holders.
- The largest Nuveen Mortgage and Income Fund buyer in Q4 2020 was Relative Value Partners Group, an estimated $4.47M added.
- The largest Nuveen Mortgage and Income Fund seller in Q4 2020 was Hilton Capital Management, an estimated $4.87M sold.
Based on aggregated 13F filings for Q4 2020.