NUVEEN ENERGY MLP TOTAL RETURN FUND
JMF was delisted on the 4th of May, 2020.
57 hedge funds and large institutions have $5.74M invested in NUVEEN ENERGY MLP TOTAL RETURN FUND in 2020 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 23 reducing their positions, and 13 closing their positions.
12% less funds holding
Funds holding: 65 → 57 (-8)
43% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 23
46% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 13
84% less capital invested
Capital invested by funds: $36.4M → $5.74M (-$30.7M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SPIA
Steward Partners Investment Advisory
New York
|
+$748K |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$409K |
| 3 |
SIC
Samalin Investment Counsel
Chappaqua,
New York
|
+$332K |
| 4 |
AGM
Alpine Global Management
New York
|
+$218K |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
+$208K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SDWIA
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
-$854K |
| 2 |
OFG
OTA Financial Group
Purchase,
New York
|
-$809K |
| 3 |
ACS
Archford Capital Strategies
Swansea,
Illinois
|
-$775K |
| 4 |
QCIG
Quad-Cities Investment Group
Davenport,
Iowa
|
-$691K |
| 5 |
Morgan Stanley
New York
|
-$581K |
JMF Hedge Fund Activity: Q1 2020 in Review
57 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in NUVEEN ENERGY MLP TOTAL RETURN FUND (JMF) for Q1 2020, worth a combined $5.74M — down 84% from $36.4M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of JMF and 7 opened new positions — a net loss of 6 holders — while 23 trimmed existing stakes and 13 added.
The largest buyer was Steward Partners Investment Advisory, adding an estimated $748K. The largest seller was Schwarz Dygos Wheeler Investment Advisors, exiting entirely with an estimated $854K sold.
- 57 institutional investors held NUVEEN ENERGY MLP TOTAL RETURN FUND (JMF) as of Q1 2020, down from 65 in Q4 2019.
- Funds reported $5.74M of NUVEEN ENERGY MLP TOTAL RETURN FUND stock for Q1 2020, down 84% quarter-over-quarter.
- 7 funds opened new NUVEEN ENERGY MLP TOTAL RETURN FUND positions in Q1 2020 and 13 closed out, a net change of -6 holders.
- The largest NUVEEN ENERGY MLP TOTAL RETURN FUND buyer in Q1 2020 was Steward Partners Investment Advisory, an estimated $748K added.
- The largest NUVEEN ENERGY MLP TOTAL RETURN FUND seller in Q1 2020 was Schwarz Dygos Wheeler Investment Advisors, an estimated $854K sold.
Based on aggregated 13F filings for Q1 2020.