Nuveen Mortgage and Income Fund
JLS
32 hedge funds and large institutions have $52.7M invested in Nuveen Mortgage and Income Fund in 2022 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 5 closing their positions.
11% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 9
7% more capital invested
Capital invested by funds: $49.2M → $52.7M (+$3.54M)
3.7% more ownership
Funds ownership: 55.57% → 59.26% (+3.7%)
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
3% less funds holding
Funds holding: 33 → 32 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$2.83M |
| 2 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
+$838K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$816K |
| 4 |
NFG
Nations Financial Group
Cedar Rapids,
Iowa
|
+$423K |
| 5 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$350K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$1.78M |
| 2 |
FM
Family Management
New York
|
-$221K |
| 3 |
FWM
Foresight Wealth Management
Draper,
Utah
|
-$181K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$98K |
| 5 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$32.4K |
JLS Hedge Fund Activity: Q4 2022 in Review
32 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Nuveen Mortgage and Income Fund (JLS) for Q4 2022, worth a combined $52.7M — up 7.2% from $49.2M a quarter earlier.
Fund positioning in JLS was balanced in Q4 2022: 5 funds opened new positions, 5 closed out, 10 added to existing stakes and 9 trimmed.
The largest buyer was 1607 Capital Partners, adding an estimated $2.83M. The largest seller was Sit Investment Associates, cutting an estimated $1.78M.
- 32 institutional investors held Nuveen Mortgage and Income Fund (JLS) as of Q4 2022, down from 33 in Q3 2022.
- Funds reported $52.7M of Nuveen Mortgage and Income Fund stock for Q4 2022, up 7.2% quarter-over-quarter.
- 5 funds opened new Nuveen Mortgage and Income Fund positions in Q4 2022 and 5 closed out, a net change of 0 holders.
- The largest Nuveen Mortgage and Income Fund buyer in Q4 2022 was 1607 Capital Partners, an estimated $2.83M added.
- The largest Nuveen Mortgage and Income Fund seller in Q4 2022 was Sit Investment Associates, an estimated $1.78M sold.
Based on aggregated 13F filings for Q4 2022.