Nuveen Mortgage Opportunity Term Fund 2
JMT
JMT was delisted on the 13th of December, 2019.
19 hedge funds and large institutions have $36.9M invested in Nuveen Mortgage Opportunity Term Fund 2 in 2018 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 9 reducing their positions, and 3 closing their positions.
1.15% more ownership
Funds ownership: 33.06% → 34.2% (+1.1%)
1% less capital invested
Capital invested by funds: $37.2M → $36.9M (-$288K)
10% less funds holding
Funds holding: 21 → 19 (-2)
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
67% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$3.18M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$74.7K |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$528 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$1.02M |
| 2 |
RVPG
Relative Value Partners Group
|
-$613K |
| 3 |
Bessemer Group
Woodbridge,
New Jersey
|
-$568K |
| 4 |
Morgan Stanley
New York
|
-$156K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$79.4K |
JMT Hedge Fund Activity: Q4 2018 in Review
19 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in Nuveen Mortgage Opportunity Term Fund 2 (JMT) for Q4 2018, worth a combined $36.9M — down 0.78% from $37.2M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of JMT and 1 opened new positions — a net loss of 2 holders — while 9 trimmed existing stakes and 3 added.
The largest buyer was Integrated Wealth Concepts, adding an estimated $3.18M. The largest seller was Rivernorth Capital Management, cutting an estimated $1.02M.
- 19 institutional investors held Nuveen Mortgage Opportunity Term Fund 2 (JMT) as of Q4 2018, down from 21 in Q3 2018.
- Funds reported $36.9M of Nuveen Mortgage Opportunity Term Fund 2 stock for Q4 2018, down 0.78% quarter-over-quarter.
- 1 fund opened new Nuveen Mortgage Opportunity Term Fund 2 positions in Q4 2018 and 3 closed out, a net change of -2 holders.
- The largest Nuveen Mortgage Opportunity Term Fund 2 buyer in Q4 2018 was Integrated Wealth Concepts, an estimated $3.18M added.
- The largest Nuveen Mortgage Opportunity Term Fund 2 seller in Q4 2018 was Rivernorth Capital Management, an estimated $1.02M sold.
Based on aggregated 13F filings for Q4 2018.