Nuveen Mortgage Opportunity Term Fund 2
JMT
JMT was delisted on the 13th of December, 2019.
16 hedge funds and large institutions have $45.9M invested in Nuveen Mortgage Opportunity Term Fund 2 in 2015 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 5 closing their positions.
67% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 3
6% more capital invested
Capital invested by funds: $43.2M → $45.9M (+$2.66M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
20% less funds holding
Funds holding: 20 → 16 (-4)
80% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$2.7M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$1.59M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$744K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$296K |
| 5 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$152K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$940K |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$238K |
| 3 |
HK
Horizon Kinetics
New York
|
-$209K |
| 4 |
Morgan Stanley
New York
|
-$174K |
| 5 |
Citigroup
New York
|
-$110K |
JMT Hedge Fund Activity: Q2 2015 in Review
16 of the 3,713 institutional investors tracked by Wall St. Rank reported a position in Nuveen Mortgage Opportunity Term Fund 2 (JMT) for Q2 2015, worth a combined $45.9M — up 6.2% from $43.2M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of JMT and 1 opened new positions — a net loss of 4 holders — while 3 trimmed existing stakes and 5 added.
The largest buyer was Wells Fargo, adding an estimated $2.7M. The largest seller was Invesco, exiting entirely with an estimated $940K sold.
- 16 institutional investors held Nuveen Mortgage Opportunity Term Fund 2 (JMT) as of Q2 2015, down from 20 in Q1 2015.
- Funds reported $45.9M of Nuveen Mortgage Opportunity Term Fund 2 stock for Q2 2015, up 6.2% quarter-over-quarter.
- 1 fund opened new Nuveen Mortgage Opportunity Term Fund 2 positions in Q2 2015 and 5 closed out, a net change of -4 holders.
- The largest Nuveen Mortgage Opportunity Term Fund 2 buyer in Q2 2015 was Wells Fargo, an estimated $2.7M added.
- The largest Nuveen Mortgage Opportunity Term Fund 2 seller in Q2 2015 was Invesco, an estimated $940K sold.
Based on aggregated 13F filings for Q2 2015.