Nuveen Preferred & Income Securities Fund
JPS was delisted on the 3rd of November, 2023.
213 hedge funds and large institutions have $313M invested in Nuveen Preferred & Income Securities Fund in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 63 increasing their positions, 70 reducing their positions, and 18 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
22% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 18
6% more capital invested
Capital invested by funds: $296M → $313M (+$17.1M)
0% more funds holding
Funds holding: 212 → 213 (+1)
10% less repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 70
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$7.9M |
| 2 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
+$7.42M |
| 3 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$5.28M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.8M |
| 5 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
+$1.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$8.82M |
| 2 |
Rockefeller Capital Management
New York
|
-$3.53M |
| 3 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
-$2.82M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
-$1.51M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$940K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
226
Nomura Holdings
Tokyo,
Japan
| – | -$64.6K | -10,000 | Closed |
|
|
S
227
SignatureFD
Atlanta,
Georgia
| – | -$64.6K | -10,000 | Closed |
|
|
AWM
228
Avior Wealth Management
Omaha,
Nebraska
| – | -$46.7K | -7,235 | Closed |
|
229
Bessemer Group
Woodbridge,
New Jersey
| – | -$33K | -5,103 | Closed |
|
|
MRCM
230
M&R Capital Management
Summit,
New Jersey
| – | -$12.7K | -2,000 | Closed |
|
|
BWA
231
BDO Wealth Advisors
Jacksonville,
Florida
| – | -$7.43K | -1,150 | Closed |
|
|
SWM
232
Sugarloaf Wealth Management
Duluth,
Georgia
| – | -$4.99K | -773 | Closed |
|
|
TC
233
Truvestments Capital
Sarasota,
Florida
| – | -$3.23K | -500 | Closed |
|
JPS Hedge Fund Activity: Q2 2023 in Review
213 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Securities Fund (JPS) for Q2 2023, worth a combined $313M — up 5.8% from $296M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new JPS positions and 18 closed out — a net gain of 4 holders — while 63 added to existing stakes and 70 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $7.9M. The largest seller was Sit Investment Associates, cutting an estimated $8.82M.
- 213 institutional investors held Nuveen Preferred & Income Securities Fund (JPS) as of Q2 2023, up from 212 in Q1 2023.
- Funds reported $313M of Nuveen Preferred & Income Securities Fund stock for Q2 2023, up 5.8% quarter-over-quarter.
- 22 funds opened new Nuveen Preferred & Income Securities Fund positions in Q2 2023 and 18 closed out, a net change of +4 holders.
- The largest Nuveen Preferred & Income Securities Fund buyer in Q2 2023 was Morgan Stanley, an estimated $7.9M added.
- The largest Nuveen Preferred & Income Securities Fund seller in Q2 2023 was Sit Investment Associates, an estimated $8.82M sold.
Based on aggregated 13F filings for Q2 2023.