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JMF

NUVEEN ENERGY MLP TOTAL RETURN FUND

Delisted

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

71 hedge funds and large institutions have $71M invested in NUVEEN ENERGY MLP TOTAL RETURN FUND in 2017 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 19 increasing their positions, 26 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 10

13% more funds holding

Funds holding: 6371 (+8)

5% less capital invested

Capital invested by funds: $75M → $71M (-$3.93M)

27% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 26

Holders
71
Holders Change
+8
Holders Change %
+12.7%
% of All Funds
1.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
19
Reduced
26
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
26
Pointe Capital Management
Michigan
$498K -$68.9K -6,259 -13%
SIA
27
Starfire Investment Advisers
Michigan
$498K +$481K +43,690 New
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$497K -$103K -9,382 -18%
GKWIM
29
Gerber Kawasaki Wealth & Investment Management
California
$442K -$228K -20,720 -35%
NMC
30
Nine Masts Capital
Hong Kong
$378K +$365K +33,200 New
Stifel Financial
31
Stifel Financial
Missouri
$329K +$117K +10,641 +59%
OC
32
Oppenheimer & Co
New York
$299K +$289K +26,250 New
Citadel Advisors
33
Citadel Advisors
Florida
$268K +$259K +23,497 New
BTS
34
BB&T Securities
Virginia
$263K -$13.2K -1,202 -5%
FAAS
35
First Allied Advisory Services
California
$256K +$5.76K +523 +2%
TFS
36
TrustCore Financial Services
Tennessee
$248K +$239K +21,762 New
WP
37
WealthSource Partners
California
$238K +$2.43K +221 +1%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$221K -$108K -9,802 -34%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$209K +$3.3K +300 +2%
TIM
40
Tortoise Investment Management
New York
$207K -$37.8K -3,435 -16%
RCA
41
Rowland Carmichael Advisors
Arizona
$206K -$191K -17,400 -49%
DWT
42
Dorsey & Whitney Trust
South Dakota
$169K +$5.01K +455 +3%
LPL Financial
43
LPL Financial
California
$155K -$106K -9,645 -42%
LTFS
44
Ladenburg Thalmann Financial Services
Florida
$149K +$16.6K +1,507 +13%
M&T Bank
45
M&T Bank
New York
$138K +$583 +53 +0.4%
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$133K +$55.6K +5,050 +75%
GP
47
Girard Partners
Pennsylvania
$123K -$50.6K -4,600 -30%
CCP
48
Cardan Capital Partners
Colorado
$123K +$119K +10,813 New
CA
49
Calton & Associates
Florida
$121K +$104K +9,450 New
HCC
50
Hirtle Callaghan & Co
Pennsylvania
$94K +$2.72K +247 +3%

JMF Hedge Fund Activity: Q4 2017 in Review

71 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in NUVEEN ENERGY MLP TOTAL RETURN FUND (JMF) for Q4 2017, worth a combined $71M — down 5.2% from $75M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new JMF positions and 10 closed out — a net gain of 9 holders — while 19 added to existing stakes and 26 trimmed.

The largest buyer was Wolverine Asset Management, opening a new position worth an estimated $2.65M. The largest seller was Bank of America, cutting an estimated $1.63M.

  • 71 institutional investors held NUVEEN ENERGY MLP TOTAL RETURN FUND (JMF) as of Q4 2017, up from 63 in Q3 2017.
  • Funds reported $71M of NUVEEN ENERGY MLP TOTAL RETURN FUND stock for Q4 2017, down 5.2% quarter-over-quarter.
  • 19 funds opened new NUVEEN ENERGY MLP TOTAL RETURN FUND positions in Q4 2017 and 10 closed out, a net change of +9 holders.
  • The largest NUVEEN ENERGY MLP TOTAL RETURN FUND buyer in Q4 2017 was Wolverine Asset Management, an estimated $2.65M added.
  • The largest NUVEEN ENERGY MLP TOTAL RETURN FUND seller in Q4 2017 was Bank of America, an estimated $1.63M sold.

Based on aggregated 13F filings for Q4 2017.