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JMF

NUVEEN ENERGY MLP TOTAL RETURN FUND

Delisted

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

54 hedge funds and large institutions have $105M invested in NUVEEN ENERGY MLP TOTAL RETURN FUND in 2015 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 13 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 13

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less funds holding

Funds holding: 5854 (-4)

16% less capital invested

Capital invested by funds: $125M → $105M (-$20.2M)

25% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 12

Holders
54
Holders Change
-4
Holders Change %
-6.9%
% of All Funds
1.51%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
9
Increased
18
Reduced
13
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$16.6M -$351K -23,528 -2%
Bank of America
2
Bank of America
North Carolina
$16.1M +$4.79M +321,733 +34%
GC
3
Guggenheim Capital
Illinois
$12.5M -$611K -40,991 -4%
Invesco
4
Invesco
Georgia
$9.51M -$1.7M -114,038 -13%
SIA
5
Sit Investment Associates
Minnesota
$8.59M +$10.2M +682,970 New
JWM
6
Jacobus Wealth Management
Wisconsin
$5.85M -$176K -11,838 -2%
Wells Fargo
7
Wells Fargo
California
$5.38M +$2.39M +160,690 +60%
UBS Group
8
UBS Group
Switzerland
$5.07M +$2.84M +190,435 +90%
Morgan Stanley
9
Morgan Stanley
New York
$4.88M -$924K -61,984 -14%
Cohen & Steers
10
Cohen & Steers
New York
$3.23M -$512K -34,347 -12%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$3.14M +$3.51M +235,753 +1,637%
AWS
12
Aris Wealth Services
Pennsylvania
$2.72M +$178K +11,956 +6%
CNB
13
City National Bank
California
$2.39M -$284K -19,037 -9%
LPL Financial
14
LPL Financial
California
$1.36M -$409K -27,420 -22%
PCM
15
Pointe Capital Management
Michigan
$1.28M -$348K -23,346 -19%
HighTower Advisors
16
HighTower Advisors
Illinois
$897K +$646K +43,317 +155%
JP Morgan Chase
17
JP Morgan Chase
New York
$812K +$536 +36 +0.1%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$725K +$859K +57,658 New
TIM
19
Tortoise Investment Management
New York
$629K -$65.4K -4,387 -8%
RJA
20
Raymond James & Associates
Florida
$449K +$8.51K +571 +2%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$260K +$127K +8,535 +70%
Stifel Financial
22
Stifel Financial
Missouri
$252K -$201K -13,468 -40%
CFA
23
Cahill Financial Advisors
Minnesota
$231K
OC
24
Oppenheimer & Co
New York
$220K -$64.8K -4,347 -20%
DADC
25
D.A. Davidson & Co
Montana
$211K +$213K +14,300 +572%

JMF Hedge Fund Activity: Q3 2015 in Review

54 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in NUVEEN ENERGY MLP TOTAL RETURN FUND (JMF) for Q3 2015, worth a combined $105M — down 16% from $125M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of JMF and 9 opened new positions — a net loss of 3 holders — while 13 trimmed existing stakes and 18 added.

The largest buyer was Sit Investment Associates, opening a new position worth an estimated $10.2M. The largest seller was Curi RMB Capital, exiting entirely with an estimated $3.55M sold.

  • 54 institutional investors held NUVEEN ENERGY MLP TOTAL RETURN FUND (JMF) as of Q3 2015, down from 58 in Q2 2015.
  • Funds reported $105M of NUVEEN ENERGY MLP TOTAL RETURN FUND stock for Q3 2015, down 16% quarter-over-quarter.
  • 9 funds opened new NUVEEN ENERGY MLP TOTAL RETURN FUND positions in Q3 2015 and 12 closed out, a net change of -3 holders.
  • The largest NUVEEN ENERGY MLP TOTAL RETURN FUND buyer in Q3 2015 was Sit Investment Associates, an estimated $10.2M added.
  • The largest NUVEEN ENERGY MLP TOTAL RETURN FUND seller in Q3 2015 was Curi RMB Capital, an estimated $3.55M sold.

Based on aggregated 13F filings for Q3 2015.