NUVEEN ENERGY MLP TOTAL RETURN FUND
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.
150% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 4
7% more funds holding
Funds holding: 68 → 73 (+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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$1.36M |
| 2 |
NMC
Nine Masts Capital
Central,
Hong Kong
|
+$949K |
| 3 |
DA
Doliver Advisors
Houston,
Texas
|
+$397K |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$367K |
| 5 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
+$306K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$3.07M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$792K |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$544K |
| 4 |
HK
Horizon Kinetics
New York
|
-$295K |
| 5 |
CCP
Cardan Capital Partners
Denver,
Colorado
|
-$261K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
SEI Investments
Oaks,
Pennsylvania
| – | -$31K | -2,876 | Closed |
|
|
PCA
77
Providence Capital Advisors
Charlotte,
North Carolina
| – | -$19K | -1,800 | Closed |
|
|
JFA
78
JNBA Financial Advisors
Bloomington,
Minnesota
| – | -$13K | -1,235 | 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.