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JMT

Nuveen Mortgage Opportunity Term Fund 2

Delisted

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

21 hedge funds and large institutions have $56.3M invested in Nuveen Mortgage Opportunity Term Fund 2 in 2017 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 6

11% more funds holding

Funds holding: 1921 (+2)

4% more capital invested

Capital invested by funds: $53.9M → $56.3M (+$2.41M)

Holders
21
Holders Change
+2
Holders Change %
+10.53%
% of All Funds
0.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
8
Reduced
6
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$24.8M -$5.6M -232,495 -19%
RCM
2
Rivernorth Capital Management
Florida
$7.87M +$4.38M +182,100 +132%
RVPG
3
Relative Value Partners Group
$5.47M +$199K +8,247 +4%
Bank of America
4
Bank of America
North Carolina
$4.99M +$231K +9,580 +5%
SIA
5
Sit Investment Associates
Minnesota
$4.57M +$16.9K +700 +0.4%
Morgan Stanley
6
Morgan Stanley
New York
$2.2M +$94.4K +3,922 +5%
Cohen & Steers
7
Cohen & Steers
New York
$1.46M
Ameriprise
8
Ameriprise
Minnesota
$818K +$801K +33,267 New
IA
9
Icon Advisers
Colorado
$795K +$171K +7,100 +28%
LJAC
10
L.J. Altfest & Co
New York
$718K -$39K -1,618 -5%
Bessemer Group
11
Bessemer Group
New Jersey
$607K
GEM
12
Global Endowment Management
North Carolina
$513K -$14.4K -600 -3%
MSAM
13
Moloney Securities Asset Management
Missouri
$477K +$29.7K +1,233 +7%
UBS Group
14
UBS Group
Switzerland
$367K +$45.3K +1,883 +14%
FMW
15
Farr Miller & Washington
District of Columbia
$334K
FTI
16
Fiduciary Trust International
Massachusetts
$222K +$217K +9,030 New
PFGIA
17
Patriot Financial Group Insurance Agency
Massachusetts
$37K
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$28K -$4.21K -175 -13%
IA
19
IFP Advisors
Florida
$22K -$21.7K -900 -50%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$10K -$5.97K -248 -37%
WAM
21
Wealthspire Advisors (Maryland)
Maryland
$2K

JMT Hedge Fund Activity: Q2 2017 in Review

21 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Nuveen Mortgage Opportunity Term Fund 2 (JMT) for Q2 2017, worth a combined $56.3M — up 4.5% from $53.9M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new JMT positions and 0 closed out — a net gain of 2 holders — while 8 added to existing stakes and 6 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $4.38M. The largest seller was Wells Fargo, cutting an estimated $5.6M.

  • 21 institutional investors held Nuveen Mortgage Opportunity Term Fund 2 (JMT) as of Q2 2017, up from 19 in Q1 2017.
  • Funds reported $56.3M of Nuveen Mortgage Opportunity Term Fund 2 stock for Q2 2017, up 4.5% quarter-over-quarter.
  • 2 funds opened new Nuveen Mortgage Opportunity Term Fund 2 positions in Q2 2017 and 0 closed out, a net change of +2 holders.
  • The largest Nuveen Mortgage Opportunity Term Fund 2 buyer in Q2 2017 was Rivernorth Capital Management, an estimated $4.38M added.
  • The largest Nuveen Mortgage Opportunity Term Fund 2 seller in Q2 2017 was Wells Fargo, an estimated $5.6M sold.

Based on aggregated 13F filings for Q2 2017.