NUVEEN ENERGY MLP TOTAL RETURN FUND
JMF was delisted on the 4th of May, 2020.
66 hedge funds and large institutions have $88.9M invested in NUVEEN ENERGY MLP TOTAL RETURN FUND in 2017 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 26 increasing their positions, 20 reducing their positions, and 3 closing their positions.
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
30% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 20
5% more funds holding
Funds holding: 63 → 66 (+3)
6% less capital invested
Capital invested by funds: $94.8M → $88.9M (-$5.85M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACS
Archford Capital Strategies
Swansea,
Illinois
|
+$673K |
| 2 |
GKWIM
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
+$415K |
| 3 |
GP
Girard Partners
King Of Prussia,
Pennsylvania
|
+$335K |
| 4 |
LPL Financial
San Diego,
California
|
+$295K |
| 5 |
WAM
Weiss Asset Management
Boston,
Massachusetts
|
+$276K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$1.53M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$1.07M |
| 3 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$1.03M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$970K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$587K |
JMF Hedge Fund Activity: Q2 2017 in Review
66 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in NUVEEN ENERGY MLP TOTAL RETURN FUND (JMF) for Q2 2017, worth a combined $88.9M — down 6.2% from $94.8M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new JMF positions and 3 closed out — a net gain of 3 holders — while 26 added to existing stakes and 20 trimmed.
The largest buyer was Archford Capital Strategies, adding an estimated $673K. The largest seller was UBS Group, cutting an estimated $1.53M.
- 66 institutional investors held NUVEEN ENERGY MLP TOTAL RETURN FUND (JMF) as of Q2 2017, up from 63 in Q1 2017.
- Funds reported $88.9M of NUVEEN ENERGY MLP TOTAL RETURN FUND stock for Q2 2017, down 6.2% quarter-over-quarter.
- 6 funds opened new NUVEEN ENERGY MLP TOTAL RETURN FUND positions in Q2 2017 and 3 closed out, a net change of +3 holders.
- The largest NUVEEN ENERGY MLP TOTAL RETURN FUND buyer in Q2 2017 was Archford Capital Strategies, an estimated $673K added.
- The largest NUVEEN ENERGY MLP TOTAL RETURN FUND seller in Q2 2017 was UBS Group, an estimated $1.53M sold.
Based on aggregated 13F filings for Q2 2017.