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Nuveen Mortgage and Income Fund
JLS

Overview Fund Activity

30 hedge funds and large institutions have $54.6M invested in Nuveen Mortgage and Income Fund in 2021 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 7 reducing their positions, and 3 closing their positions.

Holders
30
Holders Change
–
Holders Change %
0%
% of All Funds
0.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
15
Reduced
7
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$2.07M
2
RCM
2
Rivernorth Capital Management
Florida
$1.77M
3
FWM
3
Foresight Wealth Management
Utah
$532K
4
SIA
4
Sit Investment Associates
Minnesota
$26.3M
5
PHS
5
Pekin Hardy Strauss
Illinois
$272K

Top Sellers

1
Mirae Asset Global Investments
1
Mirae Asset Global Investments
South Korea
$330K
2
RVPG
2
Relative Value Partners Group
$9.86M
3
SFS
3
Shaker Financial Services
Virginia
$249K
4
Wells Fargo
4
Wells Fargo
California
$1.08M
5
UBS Group
5
UBS Group
Switzerland
$450K
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$26.3M 1,268,404 +16,596 +1%
RVPG
2
Relative Value Partners Group
$9.86M 473,429 -14,631 -3%
Morgan Stanley
3
Morgan Stanley
New York
$3.04M 146,278 +4,014 +3%
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$2.07M 99,572 +46,614 +88%
TJHA
5
Thomas J. Herzfeld Advisors
Florida
$1.97M 94,802 +2,285 +2%
RCM
6
Rivernorth Capital Management
Florida
$1.77M 85,271 +42,171 +98%
FM
7
Family Management
New York
$1.27M 61,132 -788 -1%
Bank of America
8
Bank of America
North Carolina
$1.13M 54,388 +1,435 +3%
Wells Fargo
9
Wells Fargo
California
$1.08M 52,002 -5,042 -9%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$553K 26,655 +97 +0.4%
FWM
11
Foresight Wealth Management
Utah
$532K 25,654 +25,654 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$521K 25,134 -25 -0.1%
SCM
13
Saba Capital Management
New York
$474K 22,855 +3,016 +15%
UBS Group
14
UBS Group
Switzerland
$450K 21,696 -2,632 -11%
SFS
15
Sowell Financial Services
Arkansas
$445K 21,376 – –
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$431K 20,787 +2,350 +13%
Baird Financial Group
17
Baird Financial Group
Wisconsin
$414K 19,952 +1,031 +5%
Fiera Capital (Canada)
18
Fiera Capital (Canada)
Quebec, Canada
$376K 18,114 – –
Mirae Asset Global Investments
19
Mirae Asset Global Investments
South Korea
$330K 15,918 -29,068 -65%
HCM
20
Hilton Capital Management
New York
$299K 14,399 – –
PHS
21
Pekin Hardy Strauss
Illinois
$272K 13,125 +13,125 New
PAG
22
Private Advisor Group
New Jersey
$253K 12,175 +7 +0.1%
SFS
23
Shaker Financial Services
Virginia
$249K 12,024 -8,626 -42%
PFGIA
24
Patriot Financial Group Insurance Agency
Massachusetts
$246K 11,861 +569 +5%
APA
25
American Portfolios Advisors
New York
$107K 5,154 +163 +3%
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