Nuveen Mortgage Opportunity Term Fund 2
JMT
JMT was delisted on the 13th of December, 2019.
19 hedge funds and large institutions have $56.3M invested in Nuveen Mortgage Opportunity Term Fund 2 in 2017 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 2 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 6
0% more capital invested
Capital invested by funds: $56.3M → $56.3M (+$30K)
0.05% more ownership
Funds ownership: 47.01% → 47.07% (+0.05%)
10% less funds holding
Funds holding: 21 → 19 (-2)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$799K |
| 2 |
Wells Fargo
San Francisco,
California
|
+$608K |
| 3 |
Morgan Stanley
New York
|
+$233K |
| 4 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$49K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$37.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GEM
Global Endowment Management
Charlotte,
North Carolina
|
-$513K |
| 2 |
IA
Icon Advisers
Greenwood Village,
Colorado
|
-$482K |
| 3 |
RVPG
Relative Value Partners Group
|
-$273K |
| 4 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$247K |
| 5 |
Cohen & Steers
New York
|
-$83.2K |
JMT Hedge Fund Activity: Q3 2017 in Review
19 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Nuveen Mortgage Opportunity Term Fund 2 (JMT) for Q3 2017, worth a combined $56.3M — up 0.05% from $56.3M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of JMT and 0 opened new positions — a net loss of 2 holders — while 6 trimmed existing stakes and 9 added.
The largest buyer was Ameriprise, adding an estimated $799K. The largest seller was Global Endowment Management, exiting entirely with an estimated $513K sold.
- 19 institutional investors held Nuveen Mortgage Opportunity Term Fund 2 (JMT) as of Q3 2017, down from 21 in Q2 2017.
- Funds reported $56.3M of Nuveen Mortgage Opportunity Term Fund 2 stock for Q3 2017, up 0.05% quarter-over-quarter.
- 0 funds opened new Nuveen Mortgage Opportunity Term Fund 2 positions in Q3 2017 and 2 closed out, a net change of -2 holders.
- The largest Nuveen Mortgage Opportunity Term Fund 2 buyer in Q3 2017 was Ameriprise, an estimated $799K added.
- The largest Nuveen Mortgage Opportunity Term Fund 2 seller in Q3 2017 was Global Endowment Management, an estimated $513K sold.
Based on aggregated 13F filings for Q3 2017.