JMT

Nuveen Mortgage Opportunity Term Fund 2
JMT

Overview Fund Activity
Delisted

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

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21 hedge funds and large institutions have $36.9M invested in Nuveen Mortgage Opportunity Term Fund 2 in 2018 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
21
Holders Change
+2
Holders Change %
+10.53%
% of All Funds
0.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
5
Reduced
5
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IWC
Integrated Wealth Concepts
Massachusetts
$1.13M
2
RCM
Rivernorth Capital Management
Florida
$9M
3
Invesco
Invesco
Georgia
$285K
4
IA
Icon Advisers
Colorado
$919K
5
Bank of America
Bank of America
North Carolina
$4.71M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$5.89M
2
Morgan Stanley
Morgan Stanley
New York
$2.01M
3
LJAC
L.J. Altfest & Co
New York
$259K
4
SIA
Sit Investment Associates
Minnesota
$4.18M
5
VCM
Virtue Capital Management
Tennessee
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RCM
1
Rivernorth Capital Management
Florida
$9M +$663K +29,187 +8%
Wells Fargo
2
Wells Fargo
California
$5.89M -$19M -838,562 -76%
RVPG
3
Relative Value Partners Group
$5.78M +$10.7K +468 +0.2%
Bank of America
4
Bank of America
North Carolina
$4.71M +$25.7K +1,130 +0.5%
SIA
5
Sit Investment Associates
Minnesota
$4.18M -$76K -3,348 -2%
Morgan Stanley
6
Morgan Stanley
New York
$2.01M -$323K -14,209 -14%
Cohen & Steers
7
Cohen & Steers
New York
$1.27M – – –
IWC
8
Integrated Wealth Concepts
Massachusetts
$1.13M +$1.13M +50,090 New
IA
9
Icon Advisers
Colorado
$919K +$180K +7,930 +24%
Bessemer Group
10
Bessemer Group
New Jersey
$561K – – –
FTI
11
Fiduciary Trust International
Massachusetts
$409K – – –
UBS Group
12
UBS Group
Switzerland
$330K -$9.08K -400 -3%
Invesco
13
Invesco
Georgia
$285K +$285K +12,529 New
LJAC
14
L.J. Altfest & Co
New York
$259K -$111K -4,867 -30%
PFGIA
15
Patriot Financial Group Insurance Agency
Massachusetts
$101K +$113 +5 +0.1%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$26K – – –
CIBC Private Wealth Group
17
CIBC Private Wealth Group
Georgia
$24K – – –
IA
18
IFP Advisors
Florida
$20K – – –
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$12K +$12K +529 New
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$11K – – –
APA
21
American Portfolios Advisors
New York
$2.27K – – –
VCM
22
Virtue Capital Management
Tennessee
– -$36K -1,600 Closed