NUVEEN ENERGY MLP TOTAL RETURN FUND
JMF was delisted on the 4th of May, 2020.
71 hedge funds and large institutions have $71M invested in NUVEEN ENERGY MLP TOTAL RETURN FUND in 2017 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 19 increasing their positions, 26 reducing their positions, and 10 closing their positions.
90% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 10
13% more funds holding
Funds holding: 63 → 71 (+8)
5% less capital invested
Capital invested by funds: $75M → $71M (-$3.93M)
27% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 26
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$2.65M |
| 2 |
Morgan Stanley
New York
|
+$2.55M |
| 3 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$1.19M |
| 4 |
LM
Luminus Management
Houston,
Texas
|
+$846K |
| 5 |
DA
Doliver Advisors
Houston,
Texas
|
+$725K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$1.63M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$885K |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$861K |
| 4 |
Invesco
Atlanta,
Georgia
|
-$821K |
| 5 |
HK
Horizon Kinetics
New York
|
-$621K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
MML Investors Services
Springfield,
Massachusetts
| – | -$142K | -11,760 | Closed |
|
|
SMG
77
Spectrum Management Group
Indianapolis,
Indiana
| – | -$48K | -4,000 | Closed |
|
78
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$21K | -1,765 | Closed |
|
|
NFG
79
Next Financial Group
Houston,
Texas
| – | -$17K | -1,500 | Closed |
|
|
SSB
80
Sandy Spring Bank
Olney,
Maryland
| – | -$6K | -500 | Closed |
|
81
ClearBridge Investments
New York
| – | -$1K | -1 | Closed |
|
|
SWM
82
SeaCrest Wealth Management
Purchase,
New York
| – | +$231 | +21 | New |
|
JMF Hedge Fund Activity: Q4 2017 in Review
71 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in NUVEEN ENERGY MLP TOTAL RETURN FUND (JMF) for Q4 2017, worth a combined $71M — down 5.2% from $75M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new JMF positions and 10 closed out — a net gain of 9 holders — while 19 added to existing stakes and 26 trimmed.
The largest buyer was Wolverine Asset Management, opening a new position worth an estimated $2.65M. The largest seller was Bank of America, cutting an estimated $1.63M.
- 71 institutional investors held NUVEEN ENERGY MLP TOTAL RETURN FUND (JMF) as of Q4 2017, up from 63 in Q3 2017.
- Funds reported $71M of NUVEEN ENERGY MLP TOTAL RETURN FUND stock for Q4 2017, down 5.2% quarter-over-quarter.
- 19 funds opened new NUVEEN ENERGY MLP TOTAL RETURN FUND positions in Q4 2017 and 10 closed out, a net change of +9 holders.
- The largest NUVEEN ENERGY MLP TOTAL RETURN FUND buyer in Q4 2017 was Wolverine Asset Management, an estimated $2.65M added.
- The largest NUVEEN ENERGY MLP TOTAL RETURN FUND seller in Q4 2017 was Bank of America, an estimated $1.63M sold.
Based on aggregated 13F filings for Q4 2017.