NUVEEN ENERGY MLP TOTAL RETURN FUND
JMF was delisted on the 4th of May, 2020.
55 hedge funds and large institutions have $129M invested in NUVEEN ENERGY MLP TOTAL RETURN FUND in 2014 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 14 increasing their positions, 15 reducing their positions, and 2 closing their positions.
400% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 2
17% more funds holding
Funds holding: 47 → 55 (+8)
9% more capital invested
Capital invested by funds: $118M → $129M (+$10.2M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
7% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NCM
Newgate Capital Management
Greenwich,
Connecticut
|
+$3.18M |
| 2 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$2.66M |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$2.1M |
| 4 |
TC
TFS Capital
West Chester,
Pennsylvania
|
+$1.03M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$869K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCA
Salient Capital Advisors
Houston,
Texas
|
-$1.88M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$538K |
| 3 |
CFA
Cahill Financial Advisors
Edina,
Minnesota
|
-$397K |
| 4 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$380K |
| 5 |
LPL Financial
San Diego,
California
|
-$368K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PSUF
51
People's United Financial
Bridgeport,
Connecticut
| $10K | – | – | – |
|
|
SFSIG
52
San Francisco Sentry Investment Group
San Francisco,
California
| $8K | – | – | – |
|
53
Creative Planning
Overland Park,
Kansas
| $5K | +$5K | +264 | New |
|
54
Fifth Third Bancorp
Cincinnati,
Ohio
| $4K | – | – | – |
|
|
AIG
55
American International Group
New York
| $1.5K | – | – | – |
|
|
SCA
56
Salient Capital Advisors
Houston,
Texas
| – | -$1.88M | -96,237 | Closed |
|
|
RCM
57
Rivernorth Capital Management
West Palm Beach,
Florida
| – | -$380K | -19,456 | Closed |
|
JMF Hedge Fund Activity: Q1 2014 in Review
55 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in NUVEEN ENERGY MLP TOTAL RETURN FUND (JMF) for Q1 2014, worth a combined $129M — up 8.6% from $118M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new JMF positions and 2 closed out — a net gain of 8 holders — while 14 added to existing stakes and 15 trimmed.
The largest buyer was Newgate Capital Management, opening a new position worth an estimated $3.18M. The largest seller was Salient Capital Advisors, exiting entirely with an estimated $1.88M sold.
- 55 institutional investors held NUVEEN ENERGY MLP TOTAL RETURN FUND (JMF) as of Q1 2014, up from 47 in Q4 2013.
- Funds reported $129M of NUVEEN ENERGY MLP TOTAL RETURN FUND stock for Q1 2014, up 8.6% quarter-over-quarter.
- 10 funds opened new NUVEEN ENERGY MLP TOTAL RETURN FUND positions in Q1 2014 and 2 closed out, a net change of +8 holders.
- The largest NUVEEN ENERGY MLP TOTAL RETURN FUND buyer in Q1 2014 was Newgate Capital Management, an estimated $3.18M added.
- The largest NUVEEN ENERGY MLP TOTAL RETURN FUND seller in Q1 2014 was Salient Capital Advisors, an estimated $1.88M sold.
Based on aggregated 13F filings for Q1 2014.