NUVEEN ENERGY MLP TOTAL RETURN FUND
JMF was delisted on the 4th of May, 2020.
61 hedge funds and large institutions have $99.7M invested in NUVEEN ENERGY MLP TOTAL RETURN FUND in 2016 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 25 increasing their positions, 15 reducing their positions, and 9 closing their positions.
67% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 15
33% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 9
5% more funds holding
Funds holding: 58 → 61 (+3)
3% less capital invested
Capital invested by funds: $103M → $99.7M (-$3.21M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JWM
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
+$1.08M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$835K |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$458K |
| 4 |
Morgan Stanley
New York
|
+$258K |
| 5 |
ACS
Archford Capital Strategies
Swansea,
Illinois
|
+$236K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$2.47M |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$1.8M |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$1.21M |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$1.17M |
| 5 |
FCH
Freestone Capital Holdings
Seattle,
Washington
|
-$1.1M |
JMF Hedge Fund Activity: Q4 2016 in Review
61 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in NUVEEN ENERGY MLP TOTAL RETURN FUND (JMF) for Q4 2016, worth a combined $99.7M — down 3.1% from $103M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new JMF positions and 9 closed out — a net gain of 3 holders — while 25 added to existing stakes and 15 trimmed.
The largest buyer was Jacobus Wealth Management, adding an estimated $1.08M. The largest seller was UBS Group, cutting an estimated $2.47M.
- 61 institutional investors held NUVEEN ENERGY MLP TOTAL RETURN FUND (JMF) as of Q4 2016, up from 58 in Q3 2016.
- Funds reported $99.7M of NUVEEN ENERGY MLP TOTAL RETURN FUND stock for Q4 2016, down 3.1% quarter-over-quarter.
- 12 funds opened new NUVEEN ENERGY MLP TOTAL RETURN FUND positions in Q4 2016 and 9 closed out, a net change of +3 holders.
- The largest NUVEEN ENERGY MLP TOTAL RETURN FUND buyer in Q4 2016 was Jacobus Wealth Management, an estimated $1.08M added.
- The largest NUVEEN ENERGY MLP TOTAL RETURN FUND seller in Q4 2016 was UBS Group, an estimated $2.47M sold.
Based on aggregated 13F filings for Q4 2016.