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JMF

NUVEEN ENERGY MLP TOTAL RETURN FUND

Delisted

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

73 hedge funds and large institutions have $62.2M invested in NUVEEN ENERGY MLP TOTAL RETURN FUND in 2018 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 22 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

7% more funds holding

Funds holding: 6873 (+5)

3% more capital invested

Capital invested by funds: $60.5M → $62.2M (+$1.66M)

0% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 22

Holders
73
Holders Change
+5
Holders Change %
+7.35%
% of All Funds
1.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
22
Reduced
22
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
51
IFP Advisors
Florida
$84K +$60K +5,500 +269%
AssetMark Inc
52
AssetMark Inc
California
$78K -$49.4K -4,528 -39%
CTC
53
Central Trust Company
Missouri
$66K
PCG
54
Private Capital Group
Connecticut
$55K
SIS
55
Sound Income Strategies
Florida
$47K
PFBT
56
Parkside Financial Bank & Trust
Missouri
$46K
SPIA
57
Steward Partners Investment Advisory
New York
$41K +$40.3K +3,700 New
JFGIW
58
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$40K
SA
59
SRH Advisors
Kansas
$39K -$5.61K -514 -13%
FHA
60
Flagship Harbor Advisors
Massachusetts
$32K
AG
61
Advisor Group
Arizona
$25K
ME
62
McIlrath & Eck
Washington
$22K -$818 -75 -4%
US Bancorp
63
US Bancorp
Minnesota
$17K
NFG
64
Next Financial Group
Texas
$14K +$13.6K +1,250 New
RFC
65
Regions Financial Corp
Alabama
$11K +$10.9K +1,000 New
AA
66
AlphaMark Advisors
Kentucky
$9K
Citigroup
67
Citigroup
New York
$8K
HI
68
Hudock Inc
Pennsylvania
$7K
AF
69
Advisornet Financial
Minnesota
$6K
WAM
70
Wealthspire Advisors (Maryland)
Maryland
$6K
GI
71
Gradient Investments
Minnesota
$4K -$1.09K -100 -20%
CPIG
72
Chicago Partners Investment Group
Illinois
$3K
APA
73
American Portfolios Advisors
New York
$2.77K -$1.64K -150 -38%
WAP
74
Wealthcare Advisory Partners
Pennsylvania
$1K
FNBT
75
FineMark National Bank & Trust
Florida
-$109K -10,180 Closed

JMF Hedge Fund Activity: Q3 2018 in Review

73 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in NUVEEN ENERGY MLP TOTAL RETURN FUND (JMF) for Q3 2018, worth a combined $62.2M — up 2.7% from $60.5M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new JMF positions and 4 closed out — a net gain of 6 holders — while 22 added to existing stakes and 22 trimmed.

The largest buyer was Wolverine Asset Management, adding an estimated $1.36M. The largest seller was Sit Investment Associates, cutting an estimated $3.07M.

  • 73 institutional investors held NUVEEN ENERGY MLP TOTAL RETURN FUND (JMF) as of Q3 2018, up from 68 in Q2 2018.
  • Funds reported $62.2M of NUVEEN ENERGY MLP TOTAL RETURN FUND stock for Q3 2018, up 2.7% quarter-over-quarter.
  • 10 funds opened new NUVEEN ENERGY MLP TOTAL RETURN FUND positions in Q3 2018 and 4 closed out, a net change of +6 holders.
  • The largest NUVEEN ENERGY MLP TOTAL RETURN FUND buyer in Q3 2018 was Wolverine Asset Management, an estimated $1.36M added.
  • The largest NUVEEN ENERGY MLP TOTAL RETURN FUND seller in Q3 2018 was Sit Investment Associates, an estimated $3.07M sold.

Based on aggregated 13F filings for Q3 2018.