Nuveen Mortgage Opportunity Term Fund 2
JMT
JMT was delisted on the 13th of December, 2019.
17 hedge funds and large institutions have $32.9M invested in Nuveen Mortgage Opportunity Term Fund 2 in 2016 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 3 closing their positions.
11% less funds holding
Funds holding: 19 → 17 (-2)
33% less capital invested
Capital invested by funds: $49M → $32.9M (-$16M)
38% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 8
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$2.63M |
| 2 |
Cohen & Steers
New York
|
+$506K |
| 3 |
COLIM
City of London Investment Management
London,
United Kingdom
|
+$218K |
| 4 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$118K |
| 5 |
RVPG
Relative Value Partners Group
|
+$66.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$17M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$635K |
| 3 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
-$528K |
| 4 |
LPL Financial
San Diego,
California
|
-$170K |
| 5 |
Morgan Stanley
New York
|
-$83.6K |
JMT Hedge Fund Activity: Q1 2016 in Review
17 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Nuveen Mortgage Opportunity Term Fund 2 (JMT) for Q1 2016, worth a combined $32.9M — down 33% from $49M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of JMT and 1 opened new positions — a net loss of 2 holders — while 8 trimmed existing stakes and 5 added.
The largest buyer was Wells Fargo, adding an estimated $2.63M. The largest seller was Credit Suisse, cutting an estimated $17M.
- 17 institutional investors held Nuveen Mortgage Opportunity Term Fund 2 (JMT) as of Q1 2016, down from 19 in Q4 2015.
- Funds reported $32.9M of Nuveen Mortgage Opportunity Term Fund 2 stock for Q1 2016, down 33% quarter-over-quarter.
- 1 fund opened new Nuveen Mortgage Opportunity Term Fund 2 positions in Q1 2016 and 3 closed out, a net change of -2 holders.
- The largest Nuveen Mortgage Opportunity Term Fund 2 buyer in Q1 2016 was Wells Fargo, an estimated $2.63M added.
- The largest Nuveen Mortgage Opportunity Term Fund 2 seller in Q1 2016 was Credit Suisse, an estimated $17M sold.
Based on aggregated 13F filings for Q1 2016.