NUVEEN ENERGY MLP TOTAL RETURN FUND
JMF was delisted on the 4th of May, 2020.
63 hedge funds and large institutions have $94.8M invested in NUVEEN ENERGY MLP TOTAL RETURN FUND in 2017 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 21 reducing their positions, and 6 closing their positions.
50% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 6
3% more funds holding
Funds holding: 61 → 63 (+2)
5% less capital invested
Capital invested by funds: $99.7M → $94.8M (-$4.88M)
10% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 21
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$758K |
| 2 |
PCM
Pointe Capital Management
Grosse Pointe Farms,
Michigan
|
+$732K |
| 3 |
GKWIM
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
+$612K |
| 4 |
MCM
Mengis Capital Management
Portland,
Oregon
|
+$378K |
| 5 |
DA
Doliver Advisors
Houston,
Texas
|
+$319K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$3.64M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$1.34M |
| 3 |
LPL Financial
San Diego,
California
|
-$1.33M |
| 4 |
ACS
Archford Capital Strategies
Swansea,
Illinois
|
-$676K |
| 5 |
AssetMark Inc
Concord,
California
|
-$661K |
JMF Hedge Fund Activity: Q1 2017 in Review
63 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in NUVEEN ENERGY MLP TOTAL RETURN FUND (JMF) for Q1 2017, worth a combined $94.8M — down 4.9% from $99.7M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new JMF positions and 6 closed out — a net gain of 3 holders — while 19 added to existing stakes and 21 trimmed.
The largest buyer was Ameriprise, opening a new position worth an estimated $758K. The largest seller was Sit Investment Associates, cutting an estimated $3.64M.
- 63 institutional investors held NUVEEN ENERGY MLP TOTAL RETURN FUND (JMF) as of Q1 2017, up from 61 in Q4 2016.
- Funds reported $94.8M of NUVEEN ENERGY MLP TOTAL RETURN FUND stock for Q1 2017, down 4.9% quarter-over-quarter.
- 9 funds opened new NUVEEN ENERGY MLP TOTAL RETURN FUND positions in Q1 2017 and 6 closed out, a net change of +3 holders.
- The largest NUVEEN ENERGY MLP TOTAL RETURN FUND buyer in Q1 2017 was Ameriprise, an estimated $758K added.
- The largest NUVEEN ENERGY MLP TOTAL RETURN FUND seller in Q1 2017 was Sit Investment Associates, an estimated $3.64M sold.
Based on aggregated 13F filings for Q1 2017.