We are live on ! Find out more
JMF

NUVEEN ENERGY MLP TOTAL RETURN FUND

Delisted

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

55 hedge funds and large institutions have $129M invested in NUVEEN ENERGY MLP TOTAL RETURN FUND in 2014 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 14 increasing their positions, 15 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 2

17% more funds holding

Funds holding: 4755 (+8)

9% more capital invested

Capital invested by funds: $118M → $129M (+$10.2M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

7% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 15

Holders
55
Holders Change
+8
Holders Change %
+17.02%
% of All Funds
1.59%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
10
Increased
14
Reduced
15
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$20.8M +$2.1M +110,734 +11%
GC
2
Guggenheim Capital
Illinois
$19.4M -$538K -28,381 -3%
Invesco
3
Invesco
Georgia
$14.6M +$869K +45,868 +6%
Bank of America
4
Bank of America
North Carolina
$12.5M +$27K +1,424 +0.2%
Morgan Stanley
5
Morgan Stanley
New York
$10.4M +$141K +7,452 +1%
JWM
6
Jacobus Wealth Management
Wisconsin
$9.03M +$445K +23,494 +5%
Cohen & Steers
7
Cohen & Steers
New York
$5.76M
CA
8
Cornerstone Advisors
North Carolina
$4.08M +$2.66M +140,475 +195%
NCM
9
Newgate Capital Management
Connecticut
$3.23M +$3.18M +168,081 New
AWS
10
Aris Wealth Services
Pennsylvania
$3.21M +$184K +9,736 +6%
BTS
11
BB&T Securities
Virginia
$3.08M +$2.52K +133 +0.8%
Wells Fargo
12
Wells Fargo
California
$2.85M -$34.1K -1,799 -1%
LPL Financial
13
LPL Financial
California
$2.7M -$368K -19,434 -12%
U
14
UBS
Switzerland
$2.68M -$165K -8,731 -6%
CNB
15
City National Bank
California
$1.59M +$469K +24,752 +43%
TIM
16
Tortoise Investment Management
New York
$1.46M
JP Morgan Chase
17
JP Morgan Chase
New York
$1.24M +$650K +34,288 +113%
Stifel Financial
18
Stifel Financial
Missouri
$1.23M +$1.21M +63,880 New
TC
19
TFS Capital
Pennsylvania
$1.04M +$1.03M +54,427 New
MTIM
20
Marathon Trading Investment Management
Pennsylvania
$768K +$758K +40,000 New
RCM
21
Robinson Capital Management
Michigan
$746K +$736K +38,833 New
Geode Capital Management
22
Geode Capital Management
Massachusetts
$630K
BCM
23
Beck Capital Management
Texas
$554K -$12.6K -664 -2%
FAAS
24
First Allied Advisory Services
California
$531K +$154K +8,110 +42%
RJA
25
Raymond James & Associates
Florida
$438K +$432K +22,788 New

JMF Hedge Fund Activity: Q1 2014 in Review

55 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in NUVEEN ENERGY MLP TOTAL RETURN FUND (JMF) for Q1 2014, worth a combined $129M — up 8.6% from $118M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new JMF positions and 2 closed out — a net gain of 8 holders — while 14 added to existing stakes and 15 trimmed.

The largest buyer was Newgate Capital Management, opening a new position worth an estimated $3.18M. The largest seller was Salient Capital Advisors, exiting entirely with an estimated $1.88M sold.

  • 55 institutional investors held NUVEEN ENERGY MLP TOTAL RETURN FUND (JMF) as of Q1 2014, up from 47 in Q4 2013.
  • Funds reported $129M of NUVEEN ENERGY MLP TOTAL RETURN FUND stock for Q1 2014, up 8.6% quarter-over-quarter.
  • 10 funds opened new NUVEEN ENERGY MLP TOTAL RETURN FUND positions in Q1 2014 and 2 closed out, a net change of +8 holders.
  • The largest NUVEEN ENERGY MLP TOTAL RETURN FUND buyer in Q1 2014 was Newgate Capital Management, an estimated $3.18M added.
  • The largest NUVEEN ENERGY MLP TOTAL RETURN FUND seller in Q1 2014 was Salient Capital Advisors, an estimated $1.88M sold.

Based on aggregated 13F filings for Q1 2014.