Nuveen Mortgage Opportunity Term Fund 2
JMT
JMT was delisted on the 13th of December, 2019.
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.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
11% more funds holding
Funds holding: 19 → 21 (+2)
0% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 5
15.63% less ownership
Funds ownership: 48.99% → 33.36% (-16%)
32% less capital invested
Capital invested by funds: $53.9M → $36.9M (-$17M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$1.13M |
| 2 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$661K |
| 3 |
Invesco
Atlanta,
Georgia
|
+$284K |
| 4 |
IA
Icon Advisers
Greenwood Village,
Colorado
|
+$180K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$25.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$19M |
| 2 |
Morgan Stanley
New York
|
-$322K |
| 3 |
LJAC
L.J. Altfest & Co
New York
|
-$110K |
| 4 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$75.8K |
| 5 |
VCM
Virtue Capital Management
Brentwood,
Tennessee
|
-$36K |
JMT Hedge Fund Activity: Q2 2018 in Review
21 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in Nuveen Mortgage Opportunity Term Fund 2 (JMT) for Q2 2018, worth a combined $36.9M — down 32% from $53.9M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new JMT positions and 1 closed out — a net gain of 2 holders — while 5 added to existing stakes and 5 trimmed.
The largest buyer was Integrated Wealth Concepts, opening a new position worth an estimated $1.13M. The largest seller was Wells Fargo, cutting an estimated $19M.
- 21 institutional investors held Nuveen Mortgage Opportunity Term Fund 2 (JMT) as of Q2 2018, up from 19 in Q1 2018.
- Funds reported $36.9M of Nuveen Mortgage Opportunity Term Fund 2 stock for Q2 2018, down 32% quarter-over-quarter.
- 3 funds opened new Nuveen Mortgage Opportunity Term Fund 2 positions in Q2 2018 and 1 closed out, a net change of +2 holders.
- The largest Nuveen Mortgage Opportunity Term Fund 2 buyer in Q2 2018 was Integrated Wealth Concepts, an estimated $1.13M added.
- The largest Nuveen Mortgage Opportunity Term Fund 2 seller in Q2 2018 was Wells Fargo, an estimated $19M sold.
Based on aggregated 13F filings for Q2 2018.