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 2018 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 1 reducing their positions, and 1 closing their positions.
900% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 1
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
12% more funds holding
Funds holding: 17 → 19 (+2)
4% less capital invested
Capital invested by funds: $56.1M → $53.9M (-$2.11M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RVPG
Relative Value Partners Group
|
+$822K |
| 2 |
IA
Icon Advisers
Greenwood Village,
Colorado
|
+$747K |
| 3 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$517K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$203K |
| 5 |
FTI
Fiduciary Trust International
Lincoln,
Massachusetts
|
+$115K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.87M |
| 2 |
LJAC
L.J. Altfest & Co
New York
|
-$192K |
JMT Hedge Fund Activity: Q1 2018 in Review
19 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Nuveen Mortgage Opportunity Term Fund 2 (JMT) for Q1 2018, worth a combined $53.9M — down 3.8% from $56.1M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new JMT positions and 1 closed out — a net gain of 2 holders — while 10 added to existing stakes and 1 trimmed.
The largest buyer was Relative Value Partners Group, adding an estimated $822K. The largest seller was Ameriprise, exiting entirely with an estimated $1.87M sold.
- 19 institutional investors held Nuveen Mortgage Opportunity Term Fund 2 (JMT) as of Q1 2018, up from 17 in Q4 2017.
- Funds reported $53.9M of Nuveen Mortgage Opportunity Term Fund 2 stock for Q1 2018, down 3.8% quarter-over-quarter.
- 3 funds opened new Nuveen Mortgage Opportunity Term Fund 2 positions in Q1 2018 and 1 closed out, a net change of +2 holders.
- The largest Nuveen Mortgage Opportunity Term Fund 2 buyer in Q1 2018 was Relative Value Partners Group, an estimated $822K added.
- The largest Nuveen Mortgage Opportunity Term Fund 2 seller in Q1 2018 was Ameriprise, an estimated $1.87M sold.
Based on aggregated 13F filings for Q1 2018.