Nuveen Mortgage and Income Fund
29 hedge funds and large institutions have $48.8M invested in Nuveen Mortgage and Income Fund in 2024 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 5 reducing their positions, and 7 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 5
0.83% less ownership
Funds ownership: 50.26% → 49.43% (-0.83%)
8% less capital inflows, than outflows
Capital inflows: $4.07M | Capital outflows: $4.42M
12% less funds holding
Funds holding: 33 → 29 (-4)
43% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Advisors Asset Management
Monument,
Colorado
|
+$989K |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$924K |
| 3 |
Wells Fargo
San Francisco,
California
|
+$380K |
| 4 |
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$255K |
| 5 |
Morgan Stanley
New York
|
+$230K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$1.38M |
| 2 |
1607 Capital Partners
Richmond,
Virginia
|
-$1.25M |
| 3 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
-$1.13M |
| 4 |
Sit Investment Associates
Minneapolis,
Minnesota
|
-$505K |
| 5 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$54.6K |
JLS Hedge Fund Activity: Q4 2024 in Review
29 of the 7,616 institutional investors tracked by Wall St. Rank reported a position in Nuveen Mortgage and Income Fund (JLS) for Q4 2024, worth a combined $48.8M — down 3.9% from $50.7M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of JLS and 4 opened new positions — a net loss of 3 holders — while 5 trimmed existing stakes and 15 added.
The largest buyer was Advisors Asset Management, adding an estimated $989K. The largest seller was Allspring Global Investments, exiting entirely with an estimated $1.38M sold.
- 29 institutional investors held Nuveen Mortgage and Income Fund (JLS) as of Q4 2024, down from 33 in Q3 2024.
- Funds reported $48.8M of Nuveen Mortgage and Income Fund stock for Q4 2024, down 3.9% quarter-over-quarter.
- 4 funds opened new Nuveen Mortgage and Income Fund positions in Q4 2024 and 7 closed out, a net change of -3 holders.
- The largest Nuveen Mortgage and Income Fund buyer in Q4 2024 was Advisors Asset Management, an estimated $989K added.
- The largest Nuveen Mortgage and Income Fund seller in Q4 2024 was Allspring Global Investments, an estimated $1.38M sold.
Based on aggregated 13F filings for Q4 2024.