NUVEEN ENERGY MLP TOTAL RETURN FUND
JMF was delisted on the 4th of May, 2020.
53 hedge funds and large institutions have $154M invested in NUVEEN ENERGY MLP TOTAL RETURN FUND in 2014 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 17 reducing their positions, and 7 closing their positions.
20% more capital invested
Capital invested by funds: $129M → $154M (+$25.8M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
6% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 17
4% less funds holding
Funds holding: 55 → 53 (-2)
29% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$2.71M |
| 2 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$2.06M |
| 3 |
U
UBS
Zurich,
Switzerland
|
+$958K |
| 4 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$954K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$837K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TC
TFS Capital
West Chester,
Pennsylvania
|
-$1.04M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$794K |
| 3 |
RCM
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
-$746K |
| 4 |
LPL Financial
San Diego,
California
|
-$464K |
| 5 |
MTIM
Marathon Trading Investment Management
Radnor,
Pennsylvania
|
-$411K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FANJ
51
Financial Architects (New Jersey)
Marlton,
New Jersey
| $5K | +$4.22K | +205 | New |
|
|
GSC
52
Ground Swell Capital
Folly Beach,
South Carolina
| $2K | +$2.06K | +100 | New |
|
|
TC
53
TFS Capital
West Chester,
Pennsylvania
| – | -$1.04M | -54,427 | Closed |
|
|
RCM
54
Robinson Capital Management
Grosse Pointe Farms,
Michigan
| – | -$746K | -38,833 | Closed |
|
|
PAG
55
Private Advisor Group
Morristown,
New Jersey
| – | -$224K | -11,648 | Closed |
|
|
WAM
56
Wolverine Asset Management
Chicago,
Illinois
| – | -$179K | -9,336 | Closed |
|
|
WRM
57
Westport Resources Management
Westport,
Connecticut
| – | -$138K | -7,200 | Closed |
|
|
TRCT
58
Tower Research Capital (TRC)
New York
| – | -$13K | -665 | Closed |
|
59
Creative Planning
Overland Park,
Kansas
| – | -$5K | -264 | Closed |
|
JMF Hedge Fund Activity: Q2 2014 in Review
53 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in NUVEEN ENERGY MLP TOTAL RETURN FUND (JMF) for Q2 2014, worth a combined $154M — up 20% from $129M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of JMF and 5 opened new positions — a net loss of 2 holders — while 17 trimmed existing stakes and 16 added.
The largest buyer was Advisors Asset Management, adding an estimated $2.71M. The largest seller was TFS Capital, exiting entirely with an estimated $1.04M sold.
- 53 institutional investors held NUVEEN ENERGY MLP TOTAL RETURN FUND (JMF) as of Q2 2014, down from 55 in Q1 2014.
- Funds reported $154M of NUVEEN ENERGY MLP TOTAL RETURN FUND stock for Q2 2014, up 20% quarter-over-quarter.
- 5 funds opened new NUVEEN ENERGY MLP TOTAL RETURN FUND positions in Q2 2014 and 7 closed out, a net change of -2 holders.
- The largest NUVEEN ENERGY MLP TOTAL RETURN FUND buyer in Q2 2014 was Advisors Asset Management, an estimated $2.71M added.
- The largest NUVEEN ENERGY MLP TOTAL RETURN FUND seller in Q2 2014 was TFS Capital, an estimated $1.04M sold.
Based on aggregated 13F filings for Q2 2014.