Nuveen Mortgage Opportunity Term Fund 2
JMT
JMT was delisted on the 13th of December, 2019.
17 hedge funds and large institutions have $56.1M invested in Nuveen Mortgage Opportunity Term Fund 2 in 2017 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 9 increasing their positions, 3 reducing their positions, and 3 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 3
0% less capital invested
Capital invested by funds: $56.3M → $56.1M (-$255K)
11% less funds holding
Funds holding: 19 → 17 (-2)
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$1.39M |
| 2 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$851K |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$316K |
| 4 |
RVPG
Relative Value Partners Group
|
+$137K |
| 5 |
FTI
Fiduciary Trust International
Lincoln,
Massachusetts
|
+$98.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MSAM
Moloney Securities Asset Management
Manchester,
Missouri
|
-$505K |
| 2 |
FMW
Farr Miller & Washington
Washington,
District of Columbia
|
-$334K |
| 3 |
IA
Icon Advisers
Greenwood Village,
Colorado
|
-$312K |
| 4 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$66K |
| 5 |
LJAC
L.J. Altfest & Co
New York
|
-$49K |
JMT Hedge Fund Activity: Q4 2017 in Review
17 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Nuveen Mortgage Opportunity Term Fund 2 (JMT) for Q4 2017, worth a combined $56.1M — down 0.45% from $56.3M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of JMT and 1 opened new positions — a net loss of 2 holders — while 3 trimmed existing stakes and 9 added.
The largest buyer was Wells Fargo, adding an estimated $1.39M. The largest seller was Moloney Securities Asset Management, exiting entirely with an estimated $505K sold.
- 17 institutional investors held Nuveen Mortgage Opportunity Term Fund 2 (JMT) as of Q4 2017, down from 19 in Q3 2017.
- Funds reported $56.1M of Nuveen Mortgage Opportunity Term Fund 2 stock for Q4 2017, down 0.45% quarter-over-quarter.
- 1 fund opened new Nuveen Mortgage Opportunity Term Fund 2 positions in Q4 2017 and 3 closed out, a net change of -2 holders.
- The largest Nuveen Mortgage Opportunity Term Fund 2 buyer in Q4 2017 was Wells Fargo, an estimated $1.39M added.
- The largest Nuveen Mortgage Opportunity Term Fund 2 seller in Q4 2017 was Moloney Securities Asset Management, an estimated $505K sold.
Based on aggregated 13F filings for Q4 2017.