Nuveen Mortgage Opportunity Term Fund 2
JMT
JMT was delisted on the 13th of December, 2019.
20 hedge funds and large institutions have $43.2M invested in Nuveen Mortgage Opportunity Term Fund 2 in 2015 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 4 closing their positions.
1.3% more ownership
Funds ownership: 37.94% → 39.24% (+1.3%)
1% more capital invested
Capital invested by funds: $42.8M → $43.2M (+$415K)
0% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 6
5% less funds holding
Funds holding: 21 → 20 (-1)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$1.25M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$1.2M |
| 3 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$678K |
| 4 |
YMRC
Yorktown Management & Research Company
Forest,
Virginia
|
+$607K |
| 5 |
PAM
PT Asset Management
Chicago,
Illinois
|
+$379K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$1.31M |
| 2 |
SCM
Saba Capital Management
New York
|
-$731K |
| 3 |
MIG
Mariner Investment Group
Harrison,
New York
|
-$550K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$108K |
| 5 |
Citigroup
New York
|
-$107K |
JMT Hedge Fund Activity: Q1 2015 in Review
20 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in Nuveen Mortgage Opportunity Term Fund 2 (JMT) for Q1 2015, worth a combined $43.2M — up 0.97% from $42.8M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of JMT and 3 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 6 added.
The largest buyer was Wells Fargo, adding an estimated $1.25M. The largest seller was Credit Suisse, cutting an estimated $1.31M.
- 20 institutional investors held Nuveen Mortgage Opportunity Term Fund 2 (JMT) as of Q1 2015, down from 21 in Q4 2014.
- Funds reported $43.2M of Nuveen Mortgage Opportunity Term Fund 2 stock for Q1 2015, up 0.97% quarter-over-quarter.
- 3 funds opened new Nuveen Mortgage Opportunity Term Fund 2 positions in Q1 2015 and 4 closed out, a net change of -1 holder.
- The largest Nuveen Mortgage Opportunity Term Fund 2 buyer in Q1 2015 was Wells Fargo, an estimated $1.25M added.
- The largest Nuveen Mortgage Opportunity Term Fund 2 seller in Q1 2015 was Credit Suisse, an estimated $1.31M sold.
Based on aggregated 13F filings for Q1 2015.