Nuveen Mortgage and Income Fund
JLS
28 hedge funds and large institutions have $54.3M invested in Nuveen Mortgage and Income Fund in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 10 reducing their positions, and 5 closing their positions.
10% more capital invested
Capital invested by funds: $49.5M → $54.3M (+$4.75M)
1.77% more ownership
Funds ownership: 56.79% → 58.56% (+1.8%)
0% more funds holding
Funds holding: 28 → 28 (0)
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
40% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$4.44M |
| 2 |
Morgan Stanley
New York
|
+$1.14M |
| 3 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$554K |
| 4 |
MWM
Melfa Wealth Management
Westborough,
Massachusetts
|
+$176K |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$166K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MC
Matisse Capital
Portland,
Oregon
|
-$1.33M |
| 2 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
-$1.33M |
| 3 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$921K |
| 4 |
RVPG
Relative Value Partners Group
|
-$470K |
| 5 |
TIM
Tortoise Investment Management
White Plains,
New York
|
-$312K |
JLS Hedge Fund Activity: Q4 2023 in Review
28 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Nuveen Mortgage and Income Fund (JLS) for Q4 2023, worth a combined $54.3M — up 9.6% from $49.5M a quarter earlier.
Fund positioning in JLS was balanced in Q4 2023: 5 funds opened new positions, 5 closed out, 6 added to existing stakes and 10 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 $54.3M of Nuveen Mortgage and Income Fund stock for Q4 2023, up 9.6% 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.