Nuveen Mortgage Opportunity Term Fund 2
JMT
JMT was delisted on the 13th of December, 2019.
16 hedge funds and large institutions have $53.3M invested in Nuveen Mortgage Opportunity Term Fund 2 in 2016 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 5 closing their positions.
6% more capital invested
Capital invested by funds: $50.3M → $53.3M (+$3M)
17% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 6
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
|
+$778K |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$144K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$126K |
| 4 |
Bessemer Group
Woodbridge,
New Jersey
|
+$111K |
| 5 |
Citigroup
New York
|
+$9.21K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$337K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$275K |
| 3 |
GEM
Global Endowment Management
Charlotte,
North Carolina
|
-$269K |
| 4 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
-$204K |
| 5 |
RVPG
Relative Value Partners Group
|
-$128K |
JMT Hedge Fund Activity: Q3 2016 in Review
16 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Nuveen Mortgage Opportunity Term Fund 2 (JMT) for Q3 2016, worth a combined $53.3M — up 6% from $50.3M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of JMT and 1 opened new positions — a net loss of 4 holders — while 6 trimmed existing stakes and 5 added.
The largest buyer was Wells Fargo, adding an estimated $778K. The largest seller was Rivernorth Capital Management, cutting an estimated $337K.
- 16 institutional investors held Nuveen Mortgage Opportunity Term Fund 2 (JMT) as of Q3 2016, down from 20 in Q2 2016.
- Funds reported $53.3M of Nuveen Mortgage Opportunity Term Fund 2 stock for Q3 2016, up 6% quarter-over-quarter.
- 1 fund opened new Nuveen Mortgage Opportunity Term Fund 2 positions in Q3 2016 and 5 closed out, a net change of -4 holders.
- The largest Nuveen Mortgage Opportunity Term Fund 2 buyer in Q3 2016 was Wells Fargo, an estimated $778K added.
- The largest Nuveen Mortgage Opportunity Term Fund 2 seller in Q3 2016 was Rivernorth Capital Management, an estimated $337K sold.
Based on aggregated 13F filings for Q3 2016.