Nuveen Mortgage and Income Fund
30 hedge funds and large institutions have $52.9M invested in Nuveen Mortgage and Income Fund in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 5 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 8
40% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 5
7% more funds holding
Funds holding: 28 → 30 (+2)
0% less capital invested
Capital invested by funds: $53.1M → $52.9M (-$156K)
2.61% less ownership
Funds ownership: 57.28% → 54.67% (-2.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$1.67M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$783K |
| 3 |
VVP
Venture Visionary Partners
Sylvania,
Ohio
|
+$717K |
| 4 |
Morgan Stanley
New York
|
+$292K |
| 5 |
CL
Choreo LLC
Rockford,
Illinois
|
+$251K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$4.59M |
| 2 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$1.8M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$339K |
| 4 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
-$260K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$21.1K |
JLS Hedge Fund Activity: Q1 2024 in Review
30 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Nuveen Mortgage and Income Fund (JLS) for Q1 2024, worth a combined $52.9M — down 0.29% from $53.1M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new JLS positions and 5 closed out — a net gain of 2 holders — while 12 added to existing stakes and 8 trimmed.
The largest buyer was Sit Investment Associates, adding an estimated $1.67M. The largest seller was Royal Bank of Canada, exiting entirely with an estimated $4.59M sold.
- 30 institutional investors held Nuveen Mortgage and Income Fund (JLS) as of Q1 2024, up from 28 in Q4 2023.
- Funds reported $52.9M of Nuveen Mortgage and Income Fund stock for Q1 2024, down 0.29% quarter-over-quarter.
- 7 funds opened new Nuveen Mortgage and Income Fund positions in Q1 2024 and 5 closed out, a net change of +2 holders.
- The largest Nuveen Mortgage and Income Fund buyer in Q1 2024 was Sit Investment Associates, an estimated $1.67M added.
- The largest Nuveen Mortgage and Income Fund seller in Q1 2024 was Royal Bank of Canada, an estimated $4.59M sold.
Based on aggregated 13F filings for Q1 2024.