Nuveen Mortgage Opportunity Term Fund 2
JMT
JMT was delisted on the 13th of December, 2019.
22 hedge funds and large institutions have $25.9M invested in Nuveen Mortgage Opportunity Term Fund 2 in 2014 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 3 closing their positions.
20% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 5
15% more capital invested
Capital invested by funds: $22.5M → $25.9M (+$3.37M)
0% more funds holding
Funds holding: 22 → 22 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$4.69M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$1.5M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$528K |
| 4 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$225K |
| 5 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$135K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$1.26M |
| 2 |
Morgan Stanley
New York
|
-$1.01M |
| 3 |
U
UBS
Zurich,
Switzerland
|
-$688K |
| 4 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
-$532K |
| 5 |
DA
Doliver Advisors
Houston,
Texas
|
-$317K |
JMT Hedge Fund Activity: Q1 2014 in Review
22 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in Nuveen Mortgage Opportunity Term Fund 2 (JMT) for Q1 2014, worth a combined $25.9M — up 15% from $22.5M a quarter earlier.
Fund positioning in JMT was balanced in Q1 2014: 3 funds opened new positions, 3 closed out, 6 added to existing stakes and 5 trimmed.
The largest buyer was Credit Suisse, adding an estimated $4.69M. The largest seller was Invesco, cutting an estimated $1.26M.
- 22 institutional investors held Nuveen Mortgage Opportunity Term Fund 2 (JMT) as of Q1 2014, unchanged from Q4 2013.
- Funds reported $25.9M of Nuveen Mortgage Opportunity Term Fund 2 stock for Q1 2014, up 15% quarter-over-quarter.
- 3 funds opened new Nuveen Mortgage Opportunity Term Fund 2 positions in Q1 2014 and 3 closed out, a net change of 0 holders.
- The largest Nuveen Mortgage Opportunity Term Fund 2 buyer in Q1 2014 was Credit Suisse, an estimated $4.69M added.
- The largest Nuveen Mortgage Opportunity Term Fund 2 seller in Q1 2014 was Invesco, an estimated $1.26M sold.
Based on aggregated 13F filings for Q1 2014.