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JMT

Nuveen Mortgage Opportunity Term Fund 2

Delisted

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

18 hedge funds and large institutions have $31M invested in Nuveen Mortgage Opportunity Term Fund 2 in 2014 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 6

14% more capital invested

Capital invested by funds: $27.2M → $31M (+$3.79M)

22% less funds holding

Funds holding: 2318 (-5)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 5

Holders
18
Holders Change
-5
Holders Change %
-21.74%
% of All Funds
0.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
8
Reduced
6
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CS
1
Credit Suisse
Switzerland
$11.4M +$2.13M +90,751 +23%
Bank of America
2
Bank of America
North Carolina
$3.89M +$1.48M +62,780 +60%
RCM
3
Rivernorth Capital Management
Florida
$3.4M +$898K +38,209 +36%
Morgan Stanley
4
Morgan Stanley
New York
$3.3M +$89.2K +3,797 +3%
Wells Fargo
5
Wells Fargo
California
$2.45M +$125K +5,305 +5%
SCM
6
Saba Capital Management
New York
$1.48M -$517 -22 -0%
Invesco
7
Invesco
Georgia
$1.03M -$39.2K -1,668 -4%
SIA
8
Sit Investment Associates
Minnesota
$915K -$90.8K -3,864 -9%
Cohen & Steers
9
Cohen & Steers
New York
$878K
GEM
10
Global Endowment Management
North Carolina
$815K
MIG
11
Mariner Investment Group
New York
$704K +$400K +17,005 +129%
LPL Financial
12
LPL Financial
California
$282K -$58.4K -2,485 -17%
HK
13
Horizon Kinetics
New York
$229K -$38.1K -1,620 -14%
U
14
UBS
Switzerland
$159K +$2.91K +124 +2%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$38K +$47 +2 +0.1%
US Bancorp
16
US Bancorp
Minnesota
$29K
Citigroup
17
Citigroup
New York
$7K -$12.2K -520 -62%
CA
18
Cornerstone Advisors
North Carolina
-$229K -9,618 Closed
DA
19
Doliver Advisors
Texas
-$237K -9,440 Closed
CP
20
Corbenic Partners
Pennsylvania
-$3K -111 Closed
TRCT
21
Tower Research Capital (TRC)
New York
-$2K -100 Closed
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
-$2K -74 Closed

JMT Hedge Fund Activity: Q3 2014 in Review

18 of the 3,448 institutional investors tracked by Wall St. Rank reported a position in Nuveen Mortgage Opportunity Term Fund 2 (JMT) for Q3 2014, worth a combined $31M — up 14% from $27.2M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of JMT and 0 opened new positions — a net loss of 5 holders — while 6 trimmed existing stakes and 8 added.

The largest buyer was Credit Suisse, adding an estimated $2.13M. The largest seller was Doliver Advisors, exiting entirely with an estimated $237K sold.

  • 18 institutional investors held Nuveen Mortgage Opportunity Term Fund 2 (JMT) as of Q3 2014, down from 23 in Q2 2014.
  • Funds reported $31M of Nuveen Mortgage Opportunity Term Fund 2 stock for Q3 2014, up 14% quarter-over-quarter.
  • 0 funds opened new Nuveen Mortgage Opportunity Term Fund 2 positions in Q3 2014 and 5 closed out, a net change of -5 holders.
  • The largest Nuveen Mortgage Opportunity Term Fund 2 buyer in Q3 2014 was Credit Suisse, an estimated $2.13M added.
  • The largest Nuveen Mortgage Opportunity Term Fund 2 seller in Q3 2014 was Doliver Advisors, an estimated $237K sold.

Based on aggregated 13F filings for Q3 2014.