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JPS

Nuveen Preferred & Income Securities Fund

Delisted

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

172 hedge funds and large institutions have $224M invested in Nuveen Preferred & Income Securities Fund in 2019 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 51 increasing their positions, 51 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $213M → $224M (+$11.5M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 51

4% less funds holding

Funds holding: 180172 (-8)

16% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 31

Holders
172
Holders Change
-8
Holders Change %
-4.44%
% of All Funds
3.72%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
26
Increased
51
Reduced
51
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
26
Stratos Wealth Partners
Ohio
$1.37M +$71.8K +8,093 +6%
WS
27
Wedbush Securities
California
$1.34M -$63.4K -7,138 -5%
JG
28
Jefferies Group
New York
$1.32M -$11.3K -1,268 -0.9%
SDAM
29
Shulman DeMeo Asset Management
New York
$1.13M -$21.6K -2,434 -2%
MAFM
30
Mid Atlantic Financial Management
Pennsylvania
$826K -$4.68K -527 -0.6%
BAM
31
Bruderman Asset Management
New York
$819K -$1.15K -130 -0.1%
FAAS
32
First Allied Advisory Services
California
$749K -$49.2K -5,547 -6%
SIA
33
Sit Investment Associates
Minnesota
$729K -$970K -109,253 -57%
FHA
34
Flagship Harbor Advisors
Massachusetts
$693K -$56.6K -6,376 -8%
AIP
35
Ahrens Investment Partners
Louisiana
$669K +$660K +74,310 New
PPA
36
Parametric Portfolio Associates
Washington
$652K -$1.41M -158,894 -69%
PFGIA
37
Patriot Financial Group Insurance Agency
Massachusetts
$636K +$621 +70 +0.1%
PFS
38
Prospera Financial Services
Texas
$634K +$247K +27,825 +68%
Stifel Financial
39
Stifel Financial
Missouri
$516K +$118K +13,258 +30%
HKAM
40
Horizon Kinetics Asset Management
New York
$505K +$498K +56,123 New
SPC
41
Sigma Planning Corp
Michigan
$457K +$67.2K +7,567 +17%
APA
42
American Portfolios Advisors
New York
$451K +$28.2K +3,182 +7%
PCM
43
Prelude Capital Management
New York
$450K +$444K +50,000 New
JWM
44
Jupiter Wealth Management
Colorado
$445K +$429K +48,316 New
Creative Planning
45
Creative Planning
Kansas
$435K -$61.4K -6,916 -13%
IWA
46
IBEX Wealth Advisors
New Jersey
$407K +$29.3K +3,305 +8%
Citigroup
47
Citigroup
New York
$398K +$193K +21,786 +97%
UCFA
48
United Capital Financial Advisors
Texas
$395K -$178K -20,091 -31%
VIM
49
Vista Investment Management
Pennsylvania
$384K -$10.9K -1,225 -3%
HF
50
HRT Financial
New York
$384K +$379K +42,686 New

JPS Hedge Fund Activity: Q1 2019 in Review

172 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Securities Fund (JPS) for Q1 2019, worth a combined $224M — up 5.4% from $213M a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of JPS and 26 opened new positions — a net loss of 5 holders — while 51 trimmed existing stakes and 51 added.

The largest buyer was UBS Group, adding an estimated $19.5M. The largest seller was Rivernorth Capital Management, exiting entirely with an estimated $15.2M sold.

  • 172 institutional investors held Nuveen Preferred & Income Securities Fund (JPS) as of Q1 2019, down from 180 in Q4 2018.
  • Funds reported $224M of Nuveen Preferred & Income Securities Fund stock for Q1 2019, up 5.4% quarter-over-quarter.
  • 26 funds opened new Nuveen Preferred & Income Securities Fund positions in Q1 2019 and 31 closed out, a net change of -5 holders.
  • The largest Nuveen Preferred & Income Securities Fund buyer in Q1 2019 was UBS Group, an estimated $19.5M added.
  • The largest Nuveen Preferred & Income Securities Fund seller in Q1 2019 was Rivernorth Capital Management, an estimated $15.2M sold.

Based on aggregated 13F filings for Q1 2019.