Nuveen Mortgage Opportunity Term Fund 2
JMT
JMT was delisted on the 13th of December, 2019.
19 hedge funds and large institutions have $53.9M invested in Nuveen Mortgage Opportunity Term Fund 2 in 2017 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 0 closing their positions.
12% more funds holding
Funds holding: 17 → 19 (+2)
2% more capital invested
Capital invested by funds: $53M → $53.9M (+$847K)
14% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IA
Icon Advisers
Greenwood Village,
Colorado
|
+$591K |
| 2 |
FMW
Farr Miller & Washington
Washington,
District of Columbia
|
+$318K |
| 3 |
RVPG
Relative Value Partners Group
|
+$293K |
| 4 |
Morgan Stanley
New York
|
+$42.8K |
| 5 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$38.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$1.62M |
| 2 |
MSAM
Moloney Securities Asset Management
Manchester,
Missouri
|
-$75.7K |
| 3 |
GEM
Global Endowment Management
Charlotte,
North Carolina
|
-$42.9K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$36.8K |
| 5 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$33K |
JMT Hedge Fund Activity: Q1 2017 in Review
19 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Nuveen Mortgage Opportunity Term Fund 2 (JMT) for Q1 2017, worth a combined $53.9M — up 1.6% from $53M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new JMT positions and 0 closed out — a net gain of 2 holders — while 6 added to existing stakes and 7 trimmed.
The largest buyer was Icon Advisers, opening a new position worth an estimated $591K. The largest seller was Wells Fargo, cutting an estimated $1.62M.
- 19 institutional investors held Nuveen Mortgage Opportunity Term Fund 2 (JMT) as of Q1 2017, up from 17 in Q4 2016.
- Funds reported $53.9M of Nuveen Mortgage Opportunity Term Fund 2 stock for Q1 2017, up 1.6% quarter-over-quarter.
- 2 funds opened new Nuveen Mortgage Opportunity Term Fund 2 positions in Q1 2017 and 0 closed out, a net change of +2 holders.
- The largest Nuveen Mortgage Opportunity Term Fund 2 buyer in Q1 2017 was Icon Advisers, an estimated $591K added.
- The largest Nuveen Mortgage Opportunity Term Fund 2 seller in Q1 2017 was Wells Fargo, an estimated $1.62M sold.
Based on aggregated 13F filings for Q1 2017.