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JPS

Nuveen Preferred & Income Securities Fund

Delisted

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

180 hedge funds and large institutions have $213M invested in Nuveen Preferred & Income Securities Fund in 2018 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 49 increasing their positions, 46 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 30

4% more funds holding

Funds holding: 173180 (+7)

7% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 46

18% less capital invested

Capital invested by funds: $258M → $213M (-$45.6M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
180
Holders Change
+7
Holders Change %
+4.05%
% of All Funds
4.01%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
39
Increased
49
Reduced
46
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$1.65M +$1.13M +136,761 +218%
CIA
27
Capital Investment Advisors
Georgia
$1.58M +$341K +41,181 +28%
SIA
28
Sit Investment Associates
Minnesota
$1.57M -$138K -16,700 -8%
CTC
29
Central Trust Company
Missouri
$1.49M -$603K -72,850 -29%
FFSOTS
30
Fiduciary Financial Services of The Southwest
Texas
$1.43M -$48.5K -5,863 -3%
WS
31
Wedbush Securities
California
$1.29M -$106K -12,847 -8%
JG
32
Jefferies Group
New York
$1.23M +$348K +41,978 +40%
SWP
33
Stratos Wealth Partners
Ohio
$1.19M -$97.7K -11,806 -8%
SDAM
34
Shulman DeMeo Asset Management
New York
$1.06M +$1.06M +128,029 New
CAN
35
Cetera Advisor Networks
California
$990K -$155K -18,722 -14%
MAFM
36
Mid Atlantic Financial Management
Pennsylvania
$764K +$764K +92,294 New
BAM
37
Bruderman Asset Management
New York
$754K -$25.8K -3,122 -3%
CRC
38
Curi RMB Capital
Illinois
$734K -$1.1M -132,582 -60%
FAAS
39
First Allied Advisory Services
California
$734K -$54.9K -6,629 -7%
FHA
40
Flagship Harbor Advisors
Massachusetts
$690K -$199K -24,046 -22%
CS
41
Credit Suisse
Switzerland
$677K +$677K +81,755 New
SCM
42
Saba Capital Management
New York
$660K +$166K +20,000 +34%
Jane Street
43
Jane Street
New York
$651K +$651K +78,585 New
PFGIA
44
Patriot Financial Group Insurance Agency
Massachusetts
$587K -$219K -26,496 -27%
WAM
45
Weiss Asset Management
Massachusetts
$567K +$567K +68,500 New
UCFA
46
United Capital Financial Advisors
Texas
$530K -$1.13M -136,112 -68%
Creative Planning
47
Creative Planning
Kansas
$457K +$163K +19,675 +55%
AGM
48
Alpine Global Management
New York
$454K +$454K +54,798 New
BRWM
49
B. Riley Wealth Management
Tennessee
$441K +$441K +53,252 New
WANY
50
Wealthspire Advisors (New York)
New York
$425K +$425K +51,295 New

JPS Hedge Fund Activity: Q4 2018 in Review

180 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Securities Fund (JPS) for Q4 2018, worth a combined $213M — down 18% from $258M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new JPS positions and 30 closed out — a net gain of 9 holders — while 49 added to existing stakes and 46 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $14.1M. The largest seller was Nine Masts Capital, exiting entirely with an estimated $3.11M sold.

  • 180 institutional investors held Nuveen Preferred & Income Securities Fund (JPS) as of Q4 2018, up from 173 in Q3 2018.
  • Funds reported $213M of Nuveen Preferred & Income Securities Fund stock for Q4 2018, down 18% quarter-over-quarter.
  • 39 funds opened new Nuveen Preferred & Income Securities Fund positions in Q4 2018 and 30 closed out, a net change of +9 holders.
  • The largest Nuveen Preferred & Income Securities Fund buyer in Q4 2018 was Rivernorth Capital Management, an estimated $14.1M added.
  • The largest Nuveen Preferred & Income Securities Fund seller in Q4 2018 was Nine Masts Capital, an estimated $3.11M sold.

Based on aggregated 13F filings for Q4 2018.