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JPS

Nuveen Preferred & Income Securities Fund

Delisted

JPS was delisted on the 3rd of November, 2023.

102 hedge funds and large institutions have $131M invested in Nuveen Preferred & Income Securities Fund in 2014 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 26 increasing their positions, 30 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

9% more funds holding

Funds holding: 94102 (+8)

5% more capital invested

Capital invested by funds: $125M → $131M (+$5.88M)

13% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 30

Holders
102
Holders Change
+8
Holders Change %
+8.51%
% of All Funds
2.93%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
26
Reduced
30
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
26
Raymond James & Associates
Florida
$547K -$55.5K -6,233 -9%
TC
27
TFS Capital
Pennsylvania
$531K +$143K +16,025 +37%
GGPS
28
Gary Goldberg Planning Services
New York
$511K -$27.1K -3,047 -5%
VFS
29
VSR Financial Services
Kansas
$503K +$801 +90 +0.2%
GAG
30
GM Advisory Group
New York
$497K
FFA
31
First Foundation Advisors
California
$459K +$218K +24,530 +93%
Mariner
32
Mariner
Kansas
$389K -$6.79K -763 -2%
SLA
33
Silver Lake Advisory
Utah
$364K +$10.2K +1,141 +3%
DA
34
Doliver Advisors
Texas
$358K +$353K +39,647 New
First Trust Advisors
35
First Trust Advisors
Illinois
$353K +$39.5K +4,435 +13%
CAN
36
Cetera Advisor Networks
California
$347K +$86.8K +9,755 +34%
MFS
37
MSI Financial Services
Massachusetts
$324K +$35.5K +3,995 +13%
LTFS
38
Ladenburg Thalmann Financial Services
Florida
$289K -$595K -66,912 -68%
SGCA
39
Steel Grove Capital Advisors
Tennessee
$284K -$4.45K -500 -2%
SIA
40
Sit Investment Associates
Minnesota
$267K -$1.04M -116,798 -80%
SBH
41
Segall Bryant & Hamill
Illinois
$253K -$44.5K -5,000 -15%
SFS
42
Shaker Financial Services
Virginia
$240K +$236K +26,523 New
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$235K +$232K +26,050 New
Fifth Third Bancorp
44
Fifth Third Bancorp
Ohio
$208K
FT
45
Fiduciary Trust
Massachusetts
$188K
BCMU
46
BlueCrest Capital Management (UK)
Guernsey
$181K +$178K +19,996 New
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$160K +$23.1K +2,600 +17%
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$158K +$156K +17,530 New
PNC
49
Park National Corp
Ohio
$147K
CAPTRUST Financial Advisors
50
CAPTRUST Financial Advisors
North Carolina
$132K -$8.48K -953 -6%

JPS Hedge Fund Activity: Q2 2014 in Review

102 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Securities Fund (JPS) for Q2 2014, worth a combined $131M — up 4.7% from $125M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new JPS positions and 7 closed out — a net gain of 8 holders — while 26 added to existing stakes and 30 trimmed.

The largest buyer was Thrivent Financial for Lutherans, opening a new position worth an estimated $2.01M. The largest seller was Invesco, cutting an estimated $1.62M.

  • 102 institutional investors held Nuveen Preferred & Income Securities Fund (JPS) as of Q2 2014, up from 94 in Q1 2014.
  • Funds reported $131M of Nuveen Preferred & Income Securities Fund stock for Q2 2014, up 4.7% quarter-over-quarter.
  • 15 funds opened new Nuveen Preferred & Income Securities Fund positions in Q2 2014 and 7 closed out, a net change of +8 holders.
  • The largest Nuveen Preferred & Income Securities Fund buyer in Q2 2014 was Thrivent Financial for Lutherans, an estimated $2.01M added.
  • The largest Nuveen Preferred & Income Securities Fund seller in Q2 2014 was Invesco, an estimated $1.62M sold.

Based on aggregated 13F filings for Q2 2014.