We are live on ! Find out more
JMT

Nuveen Mortgage Opportunity Term Fund 2

Delisted

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

19 hedge funds and large institutions have $49M invested in Nuveen Mortgage Opportunity Term Fund 2 in 2015 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 3

3% more capital invested

Capital invested by funds: $47.7M → $49M (+$1.29M)

0% more funds holding

Funds holding: 1919 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
19
Holders Change
Holders Change %
0%
% of All Funds
0.5%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
4
Increased
8
Reduced
3
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CS
1
Credit Suisse
Switzerland
$17.6M +$218K +9,948 +1%
Wells Fargo
2
Wells Fargo
California
$9.21M +$260K +11,825 +3%
Bank of America
3
Bank of America
North Carolina
$6.3M -$219K -9,979 -3%
RVPG
4
Relative Value Partners Group
$4.21M +$3.54M +161,376 +583%
RCM
5
Rivernorth Capital Management
Florida
$3.25M
SIA
6
Sit Investment Associates
Minnesota
$2.97M +$3.75K +171 +0.1%
Morgan Stanley
7
Morgan Stanley
New York
$2.06M -$455K -20,737 -18%
GEM
8
Global Endowment Management
North Carolina
$780K
Cohen & Steers
9
Cohen & Steers
New York
$769K
CRC
10
Curi RMB Capital
Illinois
$528K +$520K +23,709 New
LPL Financial
11
LPL Financial
California
$458K +$224K +10,220 +99%
UBS Group
12
UBS Group
Switzerland
$348K +$73.8K +3,360 +27%
COLIM
13
City of London Investment Management
United Kingdom
$334K +$329K +15,000 New
IA
14
IFP Advisors
Florida
$55K +$54K +2,460 New
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$27K -$4.17K -190 -14%
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$27K +$10.4K +475 +63%
Citigroup
17
Citigroup
New York
$13K +$11.6K +528 +1,228%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$12K +$11.9K +540 New
WAM
19
Wealthspire Advisors (Maryland)
Maryland
$2K
PAM
20
PT Asset Management
Illinois
-$4.17M -192,454 Closed
MIG
21
Mariner Investment Group
New York
-$271K -12,490 Closed
S
22
SignatureFD
Georgia
-$75K -3,450 Closed

JMT Hedge Fund Activity: Q4 2015 in Review

19 of the 3,813 institutional investors tracked by Wall St. Rank reported a position in Nuveen Mortgage Opportunity Term Fund 2 (JMT) for Q4 2015, worth a combined $49M — up 2.7% from $47.7M a quarter earlier.

Fund positioning in JMT was balanced in Q4 2015: 4 funds opened new positions, 4 closed out, 8 added to existing stakes and 3 trimmed.

The largest buyer was Relative Value Partners Group, adding an estimated $3.54M. The largest seller was PT Asset Management, exiting entirely with an estimated $4.17M sold.

  • 19 institutional investors held Nuveen Mortgage Opportunity Term Fund 2 (JMT) as of Q4 2015, unchanged from Q3 2015.
  • Funds reported $49M of Nuveen Mortgage Opportunity Term Fund 2 stock for Q4 2015, up 2.7% quarter-over-quarter.
  • 4 funds opened new Nuveen Mortgage Opportunity Term Fund 2 positions in Q4 2015 and 4 closed out, a net change of 0 holders.
  • The largest Nuveen Mortgage Opportunity Term Fund 2 buyer in Q4 2015 was Relative Value Partners Group, an estimated $3.54M added.
  • The largest Nuveen Mortgage Opportunity Term Fund 2 seller in Q4 2015 was PT Asset Management, an estimated $4.17M sold.

Based on aggregated 13F filings for Q4 2015.