JMT

Nuveen Mortgage Opportunity Term Fund 2

Delisted

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.

New
Increased
Maintained
Reduced
Closed
Holders
23
Holders Change
+4
Holders Change %
+21.05%
% of All Funds
0.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
4
Reduced
8
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IWC
1
Integrated Wealth Concepts
Massachusetts
$9.61M +$3.56M +158,076 +59%
RCM
2
Rivernorth Capital Management
Florida
$5.52M -$2.21M -98,426 -29%
Bank of America
3
Bank of America
North Carolina
$4.65M -$5.47K -243 -0.1%
Wells Fargo
4
Wells Fargo
California
$4.58M -$18.9K -841 -0.4%
RVPG
5
Relative Value Partners Group
$4.06M -$1.09M -48,079 -21%
SIA
6
Sit Investment Associates
Minnesota
$3.97M -$86K -3,821 -2%
Morgan Stanley
7
Morgan Stanley
New York
$1.88M +$32.5K +1,444 +2%
Cohen & Steers
8
Cohen & Steers
New York
$1.26M
IA
9
Icon Advisers
Colorado
$1.1M +$1.1M +48,746 New
WMA
10
Wealth Management Associates
New Jersey
$671K -$13.9K -618 -2%
Bessemer Group
11
Bessemer Group
New Jersey
$556K +$556K +24,705 New
FTI
12
Fiduciary Trust International
Massachusetts
$408K
UBS Group
13
UBS Group
Switzerland
$313K -$71.8K -3,192 -19%
Invesco
14
Invesco
Georgia
$278K -$1.13K -50 -0.4%
MFG
15
Magnus Financial Group
New York
$200K +$200K +8,900 New
PFGIA
16
Patriot Financial Group Insurance Agency
Massachusetts
$159K +$13.5K +600 +9%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$32K +$20.3K +890 +174%
CFN
18
Cordasco Financial Network
Florida
$26K +$26K +1,166 New
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$20K +$20K +924 New
AG
20
Advisor Group
Arizona
$14K
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$12K
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$12K
APA
23
American Portfolios Advisors
New York
$2.25K
LJAC
24
L.J. Altfest & Co
New York
-$209K -9,436 Closed