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JMF

NUVEEN ENERGY MLP TOTAL RETURN FUND

Delisted

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

68 hedge funds and large institutions have $60.5M invested in NUVEEN ENERGY MLP TOTAL RETURN FUND in 2018 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 18 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

17% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 18

10% more capital invested

Capital invested by funds: $55M → $60.5M (+$5.51M)

10% more funds holding

Funds holding: 6268 (+6)

Holders
68
Holders Change
+6
Holders Change %
+9.68%
% of All Funds
1.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
21
Reduced
18
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$319K +$31.1K +2,916 +11%
BTS
27
BB&T Securities
Virginia
$313K +$3.23K +303 +1%
Stifel Financial
28
Stifel Financial
Missouri
$302K -$25.7K -2,412 -8%
GKWIM
29
Gerber Kawasaki Wealth & Investment Management
California
$286K -$198K -18,553 -41%
FAAS
30
First Allied Advisory Services
California
$255K +$5.61K +526 +2%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$238K +$236K +22,174 New
JMPWA
32
JP Morgan Private Wealth Advisors
California
$216K +$214K +20,106 New
NMC
33
Nine Masts Capital
Hong Kong
$162K +$161K +15,100 New
TIM
34
Tortoise Investment Management
New York
$156K
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$150K +$3.51K +329 +2%
WP
36
WealthSource Partners
California
$143K +$767 +72 +0.5%
LPL Financial
37
LPL Financial
California
$139K +$5.89K +553 +4%
M&T Bank
38
M&T Bank
New York
$131K +$512 +48 +0.4%
RJT
39
Raymond James Trust
Florida
$131K +$130K +12,160 New
AssetMark Inc
40
AssetMark Inc
California
$125K -$81.1K -7,612 -40%
LTFS
41
Ladenburg Thalmann Financial Services
Florida
$120K
WAM
42
Wolverine Asset Management
Illinois
$117K +$59.2K +5,558 +104%
GP
43
Girard Partners
Pennsylvania
$116K
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$112K -$15.2K -1,423 -12%
FNBT
45
FineMark National Bank & Trust
Florida
$109K +$108K +10,180 New
CTC
46
Central Trust Company
Missouri
$64K
PCG
47
Private Capital Group
Connecticut
$53K
PFBT
48
Parkside Financial Bank & Trust
Missouri
$45K
SIS
49
Sound Income Strategies
Florida
$45K +$44.9K +4,210 New
SA
50
SRH Advisors
Kansas
$43K

JMF Hedge Fund Activity: Q2 2018 in Review

68 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in NUVEEN ENERGY MLP TOTAL RETURN FUND (JMF) for Q2 2018, worth a combined $60.5M — up 10% from $55M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new JMF positions and 3 closed out — a net gain of 6 holders — while 21 added to existing stakes and 18 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $3.71M. The largest seller was Advisors Asset Management, cutting an estimated $1.86M.

  • 68 institutional investors held NUVEEN ENERGY MLP TOTAL RETURN FUND (JMF) as of Q2 2018, up from 62 in Q1 2018.
  • Funds reported $60.5M of NUVEEN ENERGY MLP TOTAL RETURN FUND stock for Q2 2018, up 10% quarter-over-quarter.
  • 9 funds opened new NUVEEN ENERGY MLP TOTAL RETURN FUND positions in Q2 2018 and 3 closed out, a net change of +6 holders.
  • The largest NUVEEN ENERGY MLP TOTAL RETURN FUND buyer in Q2 2018 was Sit Investment Associates, an estimated $3.71M added.
  • The largest NUVEEN ENERGY MLP TOTAL RETURN FUND seller in Q2 2018 was Advisors Asset Management, an estimated $1.86M sold.

Based on aggregated 13F filings for Q2 2018.