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JMT

Nuveen Mortgage Opportunity Term Fund 2

Delisted

JMT was delisted on the 13th of December, 2019.

23 hedge funds and large institutions have $27.2M invested in Nuveen Mortgage Opportunity Term Fund 2 in 2014 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

29% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 7

5% more capital invested

Capital invested by funds: $25.9M → $27.2M (+$1.37M)

5% more funds holding

Funds holding: 2223 (+1)

Holders
23
Holders Change
+1
Holders Change %
+4.55%
% of All Funds
0.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
9
Reduced
7
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CS
1
Credit Suisse
Switzerland
$9.52M +$2.34M +99,243 +33%
Morgan Stanley
2
Morgan Stanley
New York
$3.28M -$41.7K -1,770 -1%
RCM
3
Rivernorth Capital Management
Florida
$2.56M +$27.8K +1,178 +1%
Bank of America
4
Bank of America
North Carolina
$2.48M +$540K +22,915 +28%
Wells Fargo
5
Wells Fargo
California
$2.38M +$788K +33,435 +50%
SCM
6
Saba Capital Management
New York
$1.51M +$247K +10,500 +20%
Invesco
7
Invesco
Georgia
$1.09M -$427K -18,102 -28%
SIA
8
Sit Investment Associates
Minnesota
$1.03M +$414K +17,566 +69%
Cohen & Steers
9
Cohen & Steers
New York
$898K
GEM
10
Global Endowment Management
North Carolina
$833K
LPL Financial
11
LPL Financial
California
$350K -$126K -5,339 -27%
MIG
12
Mariner Investment Group
New York
$315K +$312K +13,225 New
HK
13
Horizon Kinetics
New York
$272K -$23.6K -1,000 -8%
DA
14
Doliver Advisors
Texas
$237K +$222K +9,440 New
CA
15
Cornerstone Advisors
North Carolina
$229K
U
16
UBS
Switzerland
$159K -$102K -4,312 -39%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$39K +$47 +2 +0.1%
US Bancorp
18
US Bancorp
Minnesota
$30K
Citigroup
19
Citigroup
New York
$20K -$7.59K -322 -28%
CP
20
Corbenic Partners
Pennsylvania
$3K +$47 +2 +2%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$2K -$37.7K -1,600 -96%
TRCT
22
Tower Research Capital (TRC)
New York
$2K +$141 +6 +6%
PRCM
23
Pine River Capital Management
Minnesota
-$3.25M -139,000 Closed

JMT Hedge Fund Activity: Q2 2014 in Review

23 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in Nuveen Mortgage Opportunity Term Fund 2 (JMT) for Q2 2014, worth a combined $27.2M — up 5.3% from $25.9M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new JMT positions and 1 closed out — a net gain of 1 holder — while 9 added to existing stakes and 7 trimmed.

The largest buyer was Credit Suisse, adding an estimated $2.34M. The largest seller was Pine River Capital Management, exiting entirely with an estimated $3.25M sold.

  • 23 institutional investors held Nuveen Mortgage Opportunity Term Fund 2 (JMT) as of Q2 2014, up from 22 in Q1 2014.
  • Funds reported $27.2M of Nuveen Mortgage Opportunity Term Fund 2 stock for Q2 2014, up 5.3% quarter-over-quarter.
  • 2 funds opened new Nuveen Mortgage Opportunity Term Fund 2 positions in Q2 2014 and 1 closed out, a net change of +1 holder.
  • The largest Nuveen Mortgage Opportunity Term Fund 2 buyer in Q2 2014 was Credit Suisse, an estimated $2.34M added.
  • The largest Nuveen Mortgage Opportunity Term Fund 2 seller in Q2 2014 was Pine River Capital Management, an estimated $3.25M sold.

Based on aggregated 13F filings for Q2 2014.