Nuveen Mortgage and Income Fund
33 hedge funds and large institutions have $49.2M invested in Nuveen Mortgage and Income Fund in 2022 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 15 increasing their positions, 11 reducing their positions, and 4 closing their positions.
36% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 11
32% more capital inflows, than outflows
Capital inflows: $3.72M | Capital outflows: $2.82M
0.97% more ownership
Funds ownership: 54.59% → 55.57% (+0.97%)
11% less funds holding
Funds holding: 37 → 33 (-4)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Sit Investment Associates
Minneapolis,
Minnesota
|
+$1.5M |
| 2 |
AC
Almitas Capital
Santa Monica,
California
|
+$879K |
| 3 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$417K |
| 4 |
MC
Matisse Capital
Portland,
Oregon
|
+$374K |
| 5 |
IFP Advisors
Tampa,
Florida
|
+$168K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Family Management
New York
|
-$815K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$685K |
| 3 |
Whittier Trust
South Pasadena,
California
|
-$685K |
| 4 |
Private Advisor Group
Morristown,
New Jersey
|
-$173K |
| 5 |
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
-$156K |
JLS Hedge Fund Activity: Q3 2022 in Review
33 of the 5,832 institutional investors tracked by Wall St. Rank reported a position in Nuveen Mortgage and Income Fund (JLS) for Q3 2022, worth a combined $49.2M — down 1.1% from $49.7M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of JLS and 0 opened new positions — a net loss of 4 holders — while 11 trimmed existing stakes and 15 added.
The largest buyer was Sit Investment Associates, adding an estimated $1.5M. The largest seller was Family Management, cutting an estimated $815K.
- 33 institutional investors held Nuveen Mortgage and Income Fund (JLS) as of Q3 2022, down from 37 in Q2 2022.
- Funds reported $49.2M of Nuveen Mortgage and Income Fund stock for Q3 2022, down 1.1% quarter-over-quarter.
- 0 funds opened new Nuveen Mortgage and Income Fund positions in Q3 2022 and 4 closed out, a net change of -4 holders.
- The largest Nuveen Mortgage and Income Fund buyer in Q3 2022 was Sit Investment Associates, an estimated $1.5M added.
- The largest Nuveen Mortgage and Income Fund seller in Q3 2022 was Family Management, an estimated $815K sold.
Based on aggregated 13F filings for Q3 2022.