NUVEEN ENERGY MLP TOTAL RETURN FUND
JMF was delisted on the 4th of May, 2020.
65 hedge funds and large institutions have $36.4M invested in NUVEEN ENERGY MLP TOTAL RETURN FUND in 2019 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 16 increasing their positions, 26 reducing their positions, and 6 closing their positions.
67% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 6
5% more funds holding
Funds holding: 62 → 65 (+3)
13% less capital invested
Capital invested by funds: $42.1M → $36.4M (-$5.63M)
38% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 26
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.89M |
| 2 |
OFG
OTA Financial Group
Purchase,
New York
|
+$806K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$576K |
| 4 |
BF
BOK Financial
Tulsa,
Oklahoma
|
+$485K |
| 5 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$408K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.59M |
| 2 |
HKAM
Horizon Kinetics Asset Management
New York
|
-$1.24M |
| 3 |
KACA
Kayne Anderson Capital Advisors
Los Angeles,
California
|
-$715K |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$609K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$484K |
JMF Hedge Fund Activity: Q4 2019 in Review
65 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in NUVEEN ENERGY MLP TOTAL RETURN FUND (JMF) for Q4 2019, worth a combined $36.4M — down 13% from $42.1M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new JMF positions and 6 closed out — a net gain of 4 holders — while 16 added to existing stakes and 26 trimmed.
The largest buyer was Ameriprise, adding an estimated $1.89M. The largest seller was Morgan Stanley, cutting an estimated $1.59M.
- 65 institutional investors held NUVEEN ENERGY MLP TOTAL RETURN FUND (JMF) as of Q4 2019, up from 62 in Q3 2019.
- Funds reported $36.4M of NUVEEN ENERGY MLP TOTAL RETURN FUND stock for Q4 2019, down 13% quarter-over-quarter.
- 10 funds opened new NUVEEN ENERGY MLP TOTAL RETURN FUND positions in Q4 2019 and 6 closed out, a net change of +4 holders.
- The largest NUVEEN ENERGY MLP TOTAL RETURN FUND buyer in Q4 2019 was Ameriprise, an estimated $1.89M added.
- The largest NUVEEN ENERGY MLP TOTAL RETURN FUND seller in Q4 2019 was Morgan Stanley, an estimated $1.59M sold.
Based on aggregated 13F filings for Q4 2019.