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Nuveen Mortgage and Income Fund
JLS

Overview Fund Activity

37 hedge funds and large institutions have $49.7M invested in Nuveen Mortgage and Income Fund in 2022 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 12 reducing their positions, and 3 closing their positions.

Holders
37
Holders Change
+2
Holders Change %
+5.71%
% of All Funds
0.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
13
Reduced
12
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MC
1
Matisse Capital
Oregon
$1.02M
2
1CP
2
1607 Capital Partners
Virginia
$1.29M
3
WT
3
Whittier Trust
California
$680K
4
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$1.31M
5
SIA
5
Sit Investment Associates
Minnesota
$25.1M

Top Sellers

1
AWM
1
Apollon Wealth Management
South Carolina
$0
2
Bank of America
2
Bank of America
North Carolina
$777K
3
Morgan Stanley
3
Morgan Stanley
New York
$1.9M
4
RCM
4
Rivernorth Capital Management
Florida
$0
5
RVPG
5
Relative Value Partners Group
$8.66M
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$25.1M 1,522,546 +11,346 +0.8%
RVPG
2
Relative Value Partners Group
$8.66M 511,161 -8,589 -2%
TJHA
3
Thomas J. Herzfeld Advisors
Florida
$1.94M 117,260 +3,242 +3%
Morgan Stanley
4
Morgan Stanley
New York
$1.9M 114,837 -14,111 -11%
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$1.31M 79,037 +15,339 +24%
1CP
6
1607 Capital Partners
Virginia
$1.29M 77,824 +46,643 +150%
FM
7
Family Management
New York
$1.03M 62,483 +1,219 +2%
MC
8
Matisse Capital
Oregon
$1.02M 61,645 +61,645 New
Bank of America
9
Bank of America
North Carolina
$777K 47,078 -22,873 -33%
WT
10
Whittier Trust
California
$680K 41,200 +41,200 New
LSC
11
Logan Stone Capital
Illinois
$602K 36,472 +5,064 +16%
Fiera Capital (Canada)
12
Fiera Capital (Canada)
Quebec, Canada
$507K 30,725 +6,001 +24%
Baird Financial Group
13
Baird Financial Group
Wisconsin
$481K 29,134 +5,684 +24%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$476K 28,852 -1,428 -5%
Wells Fargo
15
Wells Fargo
California
$450K 27,217 +2,250 +9%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$435K 26,320 -656 -2%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$413K 25,034 +100 +0.4%
SFS
18
Sowell Financial Services
Arkansas
$342K 20,629 – –
Thrivent Financial for Lutherans
19
Thrivent Financial for Lutherans
Minnesota
$306K 18,537 -3,137 -14%
UBS Group
20
UBS Group
Switzerland
$290K 17,568 -2,404 -12%
PHS
21
Pekin Hardy Strauss
Illinois
$288K 17,430 -5,250 -23%
TIM
22
Tortoise Investment Management
New York
$261K 15,821 +10,321 +188%
HCM
23
Hilton Capital Management
New York
$238K 14,398 – –
FWM
24
Foresight Wealth Management
Utah
$174K 10,529 -655 -6%
PAG
25
Private Advisor Group
New Jersey
$173K 10,448 -1,741 -14%
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