Nuveen Mortgage Opportunity Term Fund 2
JMT
JMT was delisted on the 13th of December, 2019.
19 hedge funds and large institutions have $47.7M invested in Nuveen Mortgage Opportunity Term Fund 2 in 2015 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 6 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
19% more funds holding
Funds holding: 16 → 19 (+3)
4% more capital invested
Capital invested by funds: $45.9M → $47.7M (+$1.78M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
33% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$1.56M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$636K |
| 3 |
RVPG
Relative Value Partners Group
|
+$606K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$359K |
| 5 |
MIG
Mariner Investment Group
Harrison,
New York
|
+$273K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
YMRC
Yorktown Management & Research Company
Forest,
Virginia
|
-$590K |
| 2 |
Morgan Stanley
New York
|
-$106K |
| 3 |
Cohen & Steers
New York
|
-$70.4K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$69.1K |
| 5 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$69.1K |
JMT Hedge Fund Activity: Q3 2015 in Review
19 of the 3,583 institutional investors tracked by Wall St. Rank reported a position in Nuveen Mortgage Opportunity Term Fund 2 (JMT) for Q3 2015, worth a combined $47.7M — up 3.9% from $45.9M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new JMT positions and 2 closed out — a net gain of 3 holders — while 4 added to existing stakes and 6 trimmed.
The largest buyer was Credit Suisse, adding an estimated $1.56M. The largest seller was Yorktown Management & Research Company, exiting entirely with an estimated $590K sold.
- 19 institutional investors held Nuveen Mortgage Opportunity Term Fund 2 (JMT) as of Q3 2015, up from 16 in Q2 2015.
- Funds reported $47.7M of Nuveen Mortgage Opportunity Term Fund 2 stock for Q3 2015, up 3.9% quarter-over-quarter.
- 5 funds opened new Nuveen Mortgage Opportunity Term Fund 2 positions in Q3 2015 and 2 closed out, a net change of +3 holders.
- The largest Nuveen Mortgage Opportunity Term Fund 2 buyer in Q3 2015 was Credit Suisse, an estimated $1.56M added.
- The largest Nuveen Mortgage Opportunity Term Fund 2 seller in Q3 2015 was Yorktown Management & Research Company, an estimated $590K sold.
Based on aggregated 13F filings for Q3 2015.