We are live on ! Find out more
JMF

NUVEEN ENERGY MLP TOTAL RETURN FUND

Delisted

JMF was delisted on the 4th of May, 2020.

63 hedge funds and large institutions have $75M invested in NUVEEN ENERGY MLP TOTAL RETURN FUND in 2017 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 23 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 22

5% less funds holding

Funds holding: 6663 (-3)

16% less capital invested

Capital invested by funds: $88.9M → $75M (-$14M)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

Holders
63
Holders Change
-3
Holders Change %
-4.55%
% of All Funds
1.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
23
Reduced
22
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCA
26
Rowland Carmichael Advisors
Arizona
$428K +$439K +35,500 New
KeyBank National Association
27
KeyBank National Association
Ohio
$383K
PAG
28
Private Advisor Group
New Jersey
$376K -$58.1K -4,700 -13%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$353K +$2.25K +182 +0.6%
BTS
30
BB&T Securities
Virginia
$293K +$18.9K +1,528 +7%
LPL Financial
31
LPL Financial
California
$280K +$9.59K +776 +3%
FAAS
32
First Allied Advisory Services
California
$264K +$20.8K +1,681 +8%
TIM
33
Tortoise Investment Management
New York
$261K -$35K -2,830 -12%
WP
34
WealthSource Partners
California
$249K +$14.7K +1,190 +6%
Stifel Financial
35
Stifel Financial
Missouri
$219K -$38.4K -3,103 -15%
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$218K -$21.8K -1,765 -9%
Millennium Management
37
Millennium Management
New York
$211K +$216K +17,490 New
GP
38
Girard Partners
Pennsylvania
$186K -$125K -10,075 -40%
IH
39
IFC Holdings
Florida
$176K
DWT
40
Dorsey & Whitney Trust
South Dakota
$173K +$5.19K +420 +3%
IA
41
IFP Advisors
Florida
$156K -$717 -58 -0.4%
M&T Bank
42
M&T Bank
New York
$145K +$6.79K +549 +5%
MML Investors Services
43
MML Investors Services
Massachusetts
$142K -$215K -17,357 -60%
LTFS
44
Ladenburg Thalmann Financial Services
Florida
$139K -$52.5K -4,247 -27%
PFBT
45
Parkside Financial Bank & Trust
Missouri
$94K
HCC
46
Hirtle Callaghan & Co
Pennsylvania
$94K +$2.81K +227 +3%
CTC
47
Central Trust Company
Missouri
$84K
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$81K +$4.54K +367 +6%
SA
49
SRH Advisors
Kansas
$48K
SMG
50
Spectrum Management Group
Indiana
$48K +$49.5K +4,000 New

JMF Hedge Fund Activity: Q3 2017 in Review

63 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in NUVEEN ENERGY MLP TOTAL RETURN FUND (JMF) for Q3 2017, worth a combined $75M — down 16% from $88.9M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of JMF and 4 opened new positions — a net loss of 2 holders — while 22 trimmed existing stakes and 23 added.

The largest buyer was Doliver Advisors, adding an estimated $457K. The largest seller was Advisors Asset Management, cutting an estimated $1.72M.

  • 63 institutional investors held NUVEEN ENERGY MLP TOTAL RETURN FUND (JMF) as of Q3 2017, down from 66 in Q2 2017.
  • Funds reported $75M of NUVEEN ENERGY MLP TOTAL RETURN FUND stock for Q3 2017, down 16% quarter-over-quarter.
  • 4 funds opened new NUVEEN ENERGY MLP TOTAL RETURN FUND positions in Q3 2017 and 6 closed out, a net change of -2 holders.
  • The largest NUVEEN ENERGY MLP TOTAL RETURN FUND buyer in Q3 2017 was Doliver Advisors, an estimated $457K added.
  • The largest NUVEEN ENERGY MLP TOTAL RETURN FUND seller in Q3 2017 was Advisors Asset Management, an estimated $1.72M sold.

Based on aggregated 13F filings for Q3 2017.