NUVEEN ENERGY MLP TOTAL RETURN FUND
JMF was delisted on the 4th of May, 2020.
72 hedge funds and large institutions have $44.1M invested in NUVEEN ENERGY MLP TOTAL RETURN FUND in 2019 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 17 increasing their positions, 26 reducing their positions, and 9 closing their positions.
56% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 9
13% more capital invested
Capital invested by funds: $38.9M → $44.1M (+$5.13M)
6% more funds holding
Funds holding: 68 → 72 (+4)
35% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 26
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
6M
6 Meridian
Wichita,
Kansas
|
+$575K |
| 2 |
DA
Doliver Advisors
Houston,
Texas
|
+$308K |
| 3 |
Morgan Stanley
New York
|
+$222K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$209K |
| 5 |
Millennium Management
New York
|
+$175K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$2.35M |
| 2 |
HI
HBK Investments
Dallas,
Texas
|
-$395K |
| 3 |
OFG
OTA Financial Group
Purchase,
New York
|
-$301K |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$298K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$213K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GP
76
Girard Partners
King Of Prussia,
Pennsylvania
| – | -$154K | -19,025 | Closed |
|
|
RA
77
RFG Advisory
Birmingham,
Alabama
| – | -$97K | -11,979 | Closed |
|
|
JFGIW
78
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
| – | -$29K | -3,600 | Closed |
|
|
IA
79
IFP Advisors
Tampa,
Florida
| – | -$16K | -2,045 | Closed |
|
|
AIC
80
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$1K | -77 | Closed |
|
|
WAP
81
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| – | -$1K | -64 | Closed |
|
82
Fidelity Investments
Boston,
Massachusetts
| – | -$9 | -1 | -50% |
|
JMF Hedge Fund Activity: Q1 2019 in Review
72 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in NUVEEN ENERGY MLP TOTAL RETURN FUND (JMF) for Q1 2019, worth a combined $44.1M — up 13% from $38.9M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new JMF positions and 9 closed out — a net gain of 5 holders — while 17 added to existing stakes and 26 trimmed.
The largest buyer was 6 Meridian, opening a new position worth an estimated $575K. The largest seller was Sit Investment Associates, cutting an estimated $2.35M.
- 72 institutional investors held NUVEEN ENERGY MLP TOTAL RETURN FUND (JMF) as of Q1 2019, up from 68 in Q4 2018.
- Funds reported $44.1M of NUVEEN ENERGY MLP TOTAL RETURN FUND stock for Q1 2019, up 13% quarter-over-quarter.
- 14 funds opened new NUVEEN ENERGY MLP TOTAL RETURN FUND positions in Q1 2019 and 9 closed out, a net change of +5 holders.
- The largest NUVEEN ENERGY MLP TOTAL RETURN FUND buyer in Q1 2019 was 6 Meridian, an estimated $575K added.
- The largest NUVEEN ENERGY MLP TOTAL RETURN FUND seller in Q1 2019 was Sit Investment Associates, an estimated $2.35M sold.
Based on aggregated 13F filings for Q1 2019.