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Nuveen Mortgage and Income Fund
JLS

Overview Fund Activity

30 hedge funds and large institutions have $53M invested in Nuveen Mortgage and Income Fund in 2021 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 8 reducing their positions, and 5 closing their positions.

Holders
30
Holders Change
-1
Holders Change %
-3.23%
% of All Funds
0.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
15
Reduced
8
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$26.2M
2
SFS
2
Shaker Financial Services
Virginia
$431K
3
SCM
3
Saba Capital Management
New York
$414K
4
Mirae Asset Global Investments
4
Mirae Asset Global Investments
South Korea
$940K
5
UBS Group
5
UBS Group
Switzerland
$508K

Top Sellers

1
Invesco
1
Invesco
Georgia
$0
2
MC
2
Matisse Capital
Oregon
$0
3
RCM
3
Rivernorth Capital Management
Florida
$900K
4
RJA
4
Raymond James & Associates
Florida
$0
5
IAIM
5
International Assets Investment Management
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$26.2M 1,251,808 +128,082 +11%
RVPG
2
Relative Value Partners Group
$10.2M 488,060 -1,980 -0.4%
Morgan Stanley
3
Morgan Stanley
New York
$2.97M 142,264 -3,298 -2%
TJHA
4
Thomas J. Herzfeld Advisors
Florida
$1.93M 92,517 +3,351 +4%
FM
5
Family Management
New York
$1.29M 61,920 +414 +0.7%
Wells Fargo
6
Wells Fargo
California
$1.19M 57,044 +4,317 +8%
Bank of America
7
Bank of America
North Carolina
$1.11M 52,953 -4,831 -8%
Thrivent Financial for Lutherans
8
Thrivent Financial for Lutherans
Minnesota
$1.11M 52,958 +1,956 +4%
Mirae Asset Global Investments
9
Mirae Asset Global Investments
South Korea
$940K 44,986 +15,338 +52%
RCM
10
Rivernorth Capital Management
Florida
$900K 43,100 -31,626 -42%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$555K 26,558 -1,833 -6%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$526K 25,159 +2,778 +12%
UBS Group
13
UBS Group
Switzerland
$508K 24,328 +4,903 +25%
SFS
14
Sowell Financial Services
Arkansas
$448K 21,376 – –
SFS
15
Shaker Financial Services
Virginia
$431K 20,650 +20,650 New
SCM
16
Saba Capital Management
New York
$414K 19,839 +19,839 New
Baird Financial Group
17
Baird Financial Group
Wisconsin
$395K 18,921 +897 +5%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$385K 18,437 +2,620 +17%
Fiera Capital (Canada)
19
Fiera Capital (Canada)
Quebec, Canada
$378K 18,114 +4,634 +34%
HCM
20
Hilton Capital Management
New York
$301K 14,399 -4,795 -25%
PAG
21
Private Advisor Group
New Jersey
$254K 12,168 +6 +0%
PFGIA
22
Patriot Financial Group Insurance Agency
Massachusetts
$236K 11,292 -175 -2%
APA
23
American Portfolios Advisors
New York
$104K 4,991 +132 +3%
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$97K 4,676 -127 -3%
ASN
25
Advisory Services Network
Georgia
$49K 2,358 +2,358 New
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2