Nuveen Mortgage Opportunity Term Fund 2
JMT
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.
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)
3.87% more ownership
Funds ownership: 23.49% → 27.35% (+3.9%)
22% less funds holding
Funds holding: 23 → 18 (-5)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$2.13M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$1.48M |
| 3 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$898K |
| 4 |
MIG
Mariner Investment Group
Harrison,
New York
|
+$400K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$125K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DA
Doliver Advisors
Houston,
Texas
|
-$237K |
| 2 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$229K |
| 3 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$90.8K |
| 4 |
LPL Financial
San Diego,
California
|
-$58.4K |
| 5 |
Invesco
Atlanta,
Georgia
|
-$39.2K |
JMT Hedge Fund Activity: Q3 2014 in Review
18 of the 3,455 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.