Nuveen Mortgage Opportunity Term Fund 2
JMT
JMT was delisted on the 13th of December, 2019.
20 hedge funds and large institutions have $50.3M invested in Nuveen Mortgage Opportunity Term Fund 2 in 2016 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 3 reducing their positions, and 4 closing their positions.
133% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 3
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
53% more capital invested
Capital invested by funds: $32.9M → $50.3M (+$17.3M)
18% more funds holding
Funds holding: 17 → 20 (+3)
15.27% more ownership
Funds ownership: 31.03% → 46.3% (+15%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$15.9M |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$919K |
| 3 |
LJAC
L.J. Altfest & Co
New York
|
+$694K |
| 4 |
Bessemer Group
Woodbridge,
New Jersey
|
+$413K |
| 5 |
RVPG
Relative Value Partners Group
|
+$289K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$1.03M |
| 2 |
COLIM
City of London Investment Management
London,
United Kingdom
|
-$543K |
| 3 |
LPL Financial
San Diego,
California
|
-$283K |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$275K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$103K |
JMT Hedge Fund Activity: Q2 2016 in Review
20 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in Nuveen Mortgage Opportunity Term Fund 2 (JMT) for Q2 2016, worth a combined $50.3M — up 53% from $32.9M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new JMT positions and 4 closed out — a net gain of 3 holders — while 7 added to existing stakes and 3 trimmed.
The largest buyer was Wells Fargo, adding an estimated $15.9M. The largest seller was Bank of America, cutting an estimated $1.03M.
- 20 institutional investors held Nuveen Mortgage Opportunity Term Fund 2 (JMT) as of Q2 2016, up from 17 in Q1 2016.
- Funds reported $50.3M of Nuveen Mortgage Opportunity Term Fund 2 stock for Q2 2016, up 53% quarter-over-quarter.
- 7 funds opened new Nuveen Mortgage Opportunity Term Fund 2 positions in Q2 2016 and 4 closed out, a net change of +3 holders.
- The largest Nuveen Mortgage Opportunity Term Fund 2 buyer in Q2 2016 was Wells Fargo, an estimated $15.9M added.
- The largest Nuveen Mortgage Opportunity Term Fund 2 seller in Q2 2016 was Bank of America, an estimated $1.03M sold.
Based on aggregated 13F filings for Q2 2016.