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Nuveen Mortgage and Income Fund
JLS

Overview Fund Activity

35 hedge funds and large institutions have $52.4M invested in Nuveen Mortgage and Income Fund in 2022 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 8 reducing their positions, and 1 closing their positions.

Holders
35
Holders Change
+7
Holders Change %
+25%
% of All Funds
0.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
15
Reduced
8
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$1.16M
2
LSC
2
Logan Stone Capital
Illinois
$574K
3
1CP
3
1607 Capital Partners
Virginia
$569K
4
SIA
4
Sit Investment Associates
Minnesota
$27.6M
5
RVPG
5
Relative Value Partners Group
$9.53M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$396K
2
FWM
2
Foresight Wealth Management
Utah
$204K
3
SFS
3
Shaker Financial Services
Virginia
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$2.36M
5
UBS Group
5
UBS Group
Switzerland
$365K
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$27.6M 1,511,200 +20,845 +1%
RVPG
2
Relative Value Partners Group
$9.53M 519,750 +20,330 +4%
Morgan Stanley
3
Morgan Stanley
New York
$2.36M 128,948 -5,403 -4%
TJHA
4
Thomas J. Herzfeld Advisors
Florida
$2.08M 114,018 +6,101 +6%
Bank of America
5
Bank of America
North Carolina
$1.28M 69,951 +3,498 +5%
Allspring Global Investments
6
Allspring Global Investments
North Carolina
$1.16M 63,698 +37,936 +147%
FM
7
Family Management
New York
$1.12M 61,264 +551 +0.9%
LSC
8
Logan Stone Capital
Illinois
$574K 31,408 +31,408 New
1CP
9
1607 Capital Partners
Virginia
$569K 31,181 +31,181 New
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$553K 30,280 +3,210 +12%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$493K 26,976 +113 +0.4%
Wells Fargo
12
Wells Fargo
California
$456K 24,967 -1,114 -4%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$455K 24,934 +323 +1%
Fiera Capital (Canada)
14
Fiera Capital (Canada)
Quebec, Canada
$451K 24,724 +6,095 +33%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$428K 23,450 +3,520 +18%
PHS
16
Pekin Hardy Strauss
Illinois
$414K 22,680 -2,400 -10%
AWM
17
Apollon Wealth Management
South Carolina
$397K 21,755 +3,831 +21%
Thrivent Financial for Lutherans
18
Thrivent Financial for Lutherans
Minnesota
$396K 21,674 -31,284 -59%
UBS Group
19
UBS Group
Switzerland
$365K 19,972 -3,553 -15%
SFS
20
Sowell Financial Services
Arkansas
$358K 20,629 -747 -3%
HCM
21
Hilton Capital Management
New York
$263K 14,398 – –
PAG
22
Private Advisor Group
New Jersey
$223K 12,189 +5 +0%
FWM
23
Foresight Wealth Management
Utah
$204K 11,184 -19,388 -63%
RCM
24
Rivernorth Capital Management
Florida
$190K 10,431 +10,431 New
PFGIA
25
Patriot Financial Group Insurance Agency
Massachusetts
$184K 10,101 -1,486 -13%
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