Nuveen Mortgage Opportunity Term Fund 2
JMT
JMT was delisted on the 13th of December, 2019.
21 hedge funds and large institutions have $37.2M invested in Nuveen Mortgage Opportunity Term Fund 2 in 2018 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 2 closing their positions.
17% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 6
1% more capital invested
Capital invested by funds: $36.9M → $37.2M (+$234K)
0% more funds holding
Funds holding: 21 → 21 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
0.31% less ownership
Funds ownership: 33.36% → 33.06% (-0.31%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$1.85M |
| 2 |
PFGIA
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
+$96.8K |
| 3 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$60.7K |
| 4 |
RVPG
Relative Value Partners Group
|
+$24.4K |
| 5 |
AG
Advisor Group
Phoenix,
Arizona
|
+$14.3K |
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
21 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in Nuveen Mortgage Opportunity Term Fund 2 (JMT) for Q3 2018, worth a combined $37.2M — up 0.63% from $36.9M a quarter earlier.
Fund positioning in JMT was balanced in Q3 2018: 2 funds opened new positions, 2 closed out, 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.
- 21 institutional investors held Nuveen Mortgage Opportunity Term Fund 2 (JMT) as of Q3 2018, unchanged from Q2 2018.
- Funds reported $37.2M of Nuveen Mortgage Opportunity Term Fund 2 stock for Q3 2018, up 0.63% quarter-over-quarter.
- 2 funds opened new Nuveen Mortgage Opportunity Term Fund 2 positions in Q3 2018 and 2 closed out, a net change of 0 holders.
- 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.