Nuveen Mortgage and Income Fund
28 hedge funds and large institutions have $53.1M invested in Nuveen Mortgage and Income Fund in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 11 reducing their positions, and 5 closing their positions.
10% more capital inflows, than outflows
Capital inflows: $5.58M | Capital outflows: $5.08M
0.49% more ownership
Funds ownership: 56.79% → 57.28% (+0.49%)
0% more funds holding
Funds holding: 28 → 28 (0)
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
55% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$4.44M |
| 2 |
Sit Investment Associates
Minneapolis,
Minnesota
|
+$554K |
| 3 |
Melfa Wealth Management
Westborough,
Massachusetts
|
+$176K |
| 4 |
Cetera Advisor Networks
El Segundo,
California
|
+$166K |
| 5 |
Moors & Cabot
Boston,
Massachusetts
|
+$163K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Matisse Capital
Portland,
Oregon
|
-$1.33M |
| 2 |
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
-$1.33M |
| 3 |
1607 Capital Partners
Richmond,
Virginia
|
-$921K |
| 4 |
Relative Value Partners Group
|
-$470K |
| 5 |
Tortoise Investment Management
White Plains,
New York
|
-$312K |
JLS Hedge Fund Activity: Q4 2023 in Review
28 of the 6,876 institutional investors tracked by Wall St. Rank reported a position in Nuveen Mortgage and Income Fund (JLS) for Q4 2023, worth a combined $53.1M — up 7.2% from $49.5M a quarter earlier.
Fund positioning in JLS was balanced in Q4 2023: 5 funds opened new positions, 5 closed out, 5 added to existing stakes and 11 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $4.44M. The largest seller was Matisse Capital, exiting entirely with an estimated $1.33M sold.
- 28 institutional investors held Nuveen Mortgage and Income Fund (JLS) as of Q4 2023, unchanged from Q3 2023.
- Funds reported $53.1M of Nuveen Mortgage and Income Fund stock for Q4 2023, up 7.2% quarter-over-quarter.
- 5 funds opened new Nuveen Mortgage and Income Fund positions in Q4 2023 and 5 closed out, a net change of 0 holders.
- The largest Nuveen Mortgage and Income Fund buyer in Q4 2023 was Royal Bank of Canada, an estimated $4.44M added.
- The largest Nuveen Mortgage and Income Fund seller in Q4 2023 was Matisse Capital, an estimated $1.33M sold.
Based on aggregated 13F filings for Q4 2023.