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Nuveen Mortgage and Income Fund
JLS

Overview Fund Activity

31 hedge funds and large institutions have $51.9M invested in Nuveen Mortgage and Income Fund in 2021 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 13 increasing their positions, 14 reducing their positions, and 7 closing their positions.

Holders
31
Holders Change
-5
Holders Change %
-13.89%
% of All Funds
0.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
13
Reduced
14
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RVPG
1
Relative Value Partners Group
$10.2M
2
Morgan Stanley
2
Morgan Stanley
New York
$3.02M
3
Bank of America
3
Bank of America
North Carolina
$1.2M
4
RCM
4
Rivernorth Capital Management
Florida
$1.55M
5
Fiera Capital (Canada)
5
Fiera Capital (Canada)
Quebec, Canada
$280K

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
Ameriprise
2
Ameriprise
Minnesota
$0
3
SIA
3
Sit Investment Associates
Minnesota
$23.3M
4
CRC
4
Curi RMB Capital
Illinois
$0
5
HCM
5
Hilton Capital Management
New York
$398K
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$23.3M 1,123,726 -28,623 -2%
RVPG
2
Relative Value Partners Group
$10.2M 490,040 +255,824 +109%
Morgan Stanley
3
Morgan Stanley
New York
$3.02M 145,562 +49,576 +52%
TJHA
4
Thomas J. Herzfeld Advisors
Florida
$1.85M 89,166 +11,782 +15%
RCM
5
Rivernorth Capital Management
Florida
$1.55M 74,726 +28,422 +61%
Invesco
6
Invesco
Georgia
$1.53M 73,742 -539 -0.7%
FM
7
Family Management
New York
$1.28M 61,506 +1,804 +3%
Bank of America
8
Bank of America
North Carolina
$1.2M 57,784 +30,809 +114%
Wells Fargo
9
Wells Fargo
California
$1.09M 52,727 -7,285 -12%
Thrivent Financial for Lutherans
10
Thrivent Financial for Lutherans
Minnesota
$1.06M 51,002 -13,536 -21%
MC
11
Matisse Capital
Oregon
$850K 41,000 +4,246 +12%
Mirae Asset Global Investments
12
Mirae Asset Global Investments
South Korea
$615K 29,648 +2,939 +11%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$589K 28,391 -3,279 -10%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$464K 22,381 +575 +3%
SFS
15
Sowell Financial Services
Arkansas
$454K 21,376 -2,179 -9%
UBS Group
16
UBS Group
Switzerland
$403K 19,425 -1,888 -9%
HCM
17
Hilton Capital Management
New York
$398K 19,194 -22,014 -53%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$374K 18,024 +765 +4%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$328K 15,817 +4,406 +39%
Fiera Capital (Canada)
20
Fiera Capital (Canada)
Quebec, Canada
$280K 13,480 +13,480 New
PAG
21
Private Advisor Group
New Jersey
$252K 12,162 -496 -4%
PFGIA
22
Patriot Financial Group Insurance Agency
Massachusetts
$238K 11,467 -451 -4%
RJA
23
Raymond James & Associates
Florida
$204K 9,847 -1,893 -16%
IAIM
24
International Assets Investment Management
Florida
$110K 5,564 – –
APA
25
American Portfolios Advisors
New York
$101K 4,859 +280 +6%
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