Nuveen Mortgage Opportunity Term Fund 2
JMT
JMT was delisted on the 13th of December, 2019.
22 hedge funds and large institutions have $38.1M invested in Nuveen Mortgage Opportunity Term Fund 2 in 2018 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
17% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 6
5% more funds holding
Funds holding: 21 → 22 (+1)
3% more capital invested
Capital invested by funds: $36.9M → $38.1M (+$1.17M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$1.85M |
| 2 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
+$531K |
| 3 |
PFGIA
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
+$96.8K |
| 4 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$60.7K |
| 5 |
RVPG
Relative Value Partners Group
|
+$24.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$1.18M |
| 2 |
IA
Icon Advisers
Greenwood Village,
Colorado
|
-$919K |
| 3 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$188K |
| 4 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$39.3K |
| 5 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
-$24K |
JMT Hedge Fund Activity: Q3 2018 in Review
22 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Nuveen Mortgage Opportunity Term Fund 2 (JMT) for Q3 2018, worth a combined $38.1M — up 3.2% from $36.9M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new JMT positions and 2 closed out — a net gain of 1 holder — while 7 added to existing stakes and 6 trimmed.
The largest buyer was Integrated Wealth Concepts, adding an estimated $1.85M. The largest seller was Wells Fargo, cutting an estimated $1.18M.
- 22 institutional investors held Nuveen Mortgage Opportunity Term Fund 2 (JMT) as of Q3 2018, up from 21 in Q2 2018.
- Funds reported $38.1M of Nuveen Mortgage Opportunity Term Fund 2 stock for Q3 2018, up 3.2% quarter-over-quarter.
- 3 funds opened new Nuveen Mortgage Opportunity Term Fund 2 positions in Q3 2018 and 2 closed out, a net change of +1 holder.
- The largest Nuveen Mortgage Opportunity Term Fund 2 buyer in Q3 2018 was Integrated Wealth Concepts, an estimated $1.85M added.
- The largest Nuveen Mortgage Opportunity Term Fund 2 seller in Q3 2018 was Wells Fargo, an estimated $1.18M sold.
Based on aggregated 13F filings for Q3 2018.