Nuveen Mortgage Opportunity Term Fund 2
JMT
JMT was delisted on the 13th of December, 2019.
23 hedge funds and large institutions have $39.3M invested in Nuveen Mortgage Opportunity Term Fund 2 in 2019 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 8 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
21% more funds holding
Funds holding: 19 → 23 (+4)
7% more capital invested
Capital invested by funds: $36.9M → $39.3M (+$2.45M)
1.66% more ownership
Funds ownership: 34.2% → 35.86% (+1.7%)
50% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$3.53M |
| 2 |
IA
Icon Advisers
Greenwood Village,
Colorado
|
+$1.09M |
| 3 |
Bessemer Group
Woodbridge,
New Jersey
|
+$552K |
| 4 |
MFG
Magnus Financial Group
New York
|
+$199K |
| 5 |
Morgan Stanley
New York
|
+$32.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$2.2M |
| 2 |
RVPG
Relative Value Partners Group
|
-$1.07M |
| 3 |
LJAC
L.J. Altfest & Co
New York
|
-$209K |
| 4 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$85.4K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$71.4K |
JMT Hedge Fund Activity: Q1 2019 in Review
23 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in Nuveen Mortgage Opportunity Term Fund 2 (JMT) for Q1 2019, worth a combined $39.3M — up 6.6% from $36.9M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new JMT positions and 1 closed out — a net gain of 4 holders — while 4 added to existing stakes and 8 trimmed.
The largest buyer was Integrated Wealth Concepts, adding an estimated $3.53M. The largest seller was Rivernorth Capital Management, cutting an estimated $2.2M.
- 23 institutional investors held Nuveen Mortgage Opportunity Term Fund 2 (JMT) as of Q1 2019, up from 19 in Q4 2018.
- Funds reported $39.3M of Nuveen Mortgage Opportunity Term Fund 2 stock for Q1 2019, up 6.6% quarter-over-quarter.
- 5 funds opened new Nuveen Mortgage Opportunity Term Fund 2 positions in Q1 2019 and 1 closed out, a net change of +4 holders.
- The largest Nuveen Mortgage Opportunity Term Fund 2 buyer in Q1 2019 was Integrated Wealth Concepts, an estimated $3.53M added.
- The largest Nuveen Mortgage Opportunity Term Fund 2 seller in Q1 2019 was Rivernorth Capital Management, an estimated $2.2M sold.
Based on aggregated 13F filings for Q1 2019.