Nuveen Mortgage Opportunity Term Fund 2
JMT
JMT was delisted on the 13th of December, 2019.
22 hedge funds and large institutions have $39.9M invested in Nuveen Mortgage Opportunity Term Fund 2 in 2019 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 1 closing their positions.
80% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 5
1% more capital invested
Capital invested by funds: $39.3M → $39.9M (+$553K)
0.7% more ownership
Funds ownership: 35.86% → 36.56% (+0.7%)
4% less funds holding
Funds holding: 23 → 22 (-1)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$1.66M |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$300K |
| 3 |
RVPG
Relative Value Partners Group
|
+$177K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$35.6K |
| 5 |
Morgan Stanley
New York
|
+$32.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$698K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$409K |
| 3 |
IA
Icon Advisers
Greenwood Village,
Colorado
|
-$235K |
| 4 |
Invesco
Atlanta,
Georgia
|
-$25.4K |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$20K |
JMT Hedge Fund Activity: Q2 2019 in Review
22 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in Nuveen Mortgage Opportunity Term Fund 2 (JMT) for Q2 2019, worth a combined $39.9M — up 1.4% from $39.3M a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of JMT and 0 opened new positions — a net loss of 1 holder — while 5 trimmed existing stakes and 9 added.
The largest buyer was Integrated Wealth Concepts, adding an estimated $1.66M. The largest seller was Rivernorth Capital Management, cutting an estimated $698K.
- 22 institutional investors held Nuveen Mortgage Opportunity Term Fund 2 (JMT) as of Q2 2019, down from 23 in Q1 2019.
- Funds reported $39.9M of Nuveen Mortgage Opportunity Term Fund 2 stock for Q2 2019, up 1.4% quarter-over-quarter.
- 0 funds opened new Nuveen Mortgage Opportunity Term Fund 2 positions in Q2 2019 and 1 closed out, a net change of -1 holder.
- The largest Nuveen Mortgage Opportunity Term Fund 2 buyer in Q2 2019 was Integrated Wealth Concepts, an estimated $1.66M added.
- The largest Nuveen Mortgage Opportunity Term Fund 2 seller in Q2 2019 was Rivernorth Capital Management, an estimated $698K sold.
Based on aggregated 13F filings for Q2 2019.