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JPS

Nuveen Preferred & Income Securities Fund

Delisted

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

183 hedge funds and large institutions have $234M invested in Nuveen Preferred & Income Securities Fund in 2019 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 53 increasing their positions, 51 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 7

6% more funds holding

Funds holding: 172183 (+11)

4% more capital invested

Capital invested by funds: $224M → $234M (+$9.9M)

4% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 51

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
183
Holders Change
+11
Holders Change %
+6.4%
% of All Funds
3.97%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
20
Increased
53
Reduced
51
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AG
26
Advisor Group
Arizona
$1.54M -$1.06M -114,604 -41%
SWP
27
Stratos Wealth Partners
Ohio
$1.5M +$53K +5,706 +4%
AIP
28
Ahrens Investment Partners
Louisiana
$1.18M +$458K +49,343 +66%
SDAM
29
Shulman DeMeo Asset Management
New York
$1.17M -$18.9K -2,039 -2%
AWM
30
AE Wealth Management
Kansas
$1.09M +$1.06M +114,504 New
PCM
31
Prelude Capital Management
New York
$1.04M +$557K +60,000 +120%
JG
32
Jefferies Group
New York
$1.03M -$354K -38,100 -26%
BAM
33
Bruderman Asset Management
New York
$935K +$69.4K +7,472 +8%
MAFM
34
Mid Atlantic Financial Management
Pennsylvania
$780K -$90.1K -9,703 -11%
SIA
35
Sit Investment Associates
Minnesota
$769K
FAAS
36
First Allied Advisory Services
California
$752K -$37.1K -3,992 -5%
FHA
37
Flagship Harbor Advisors
Massachusetts
$727K -$3.87K -417 -0.5%
PFGIA
38
Patriot Financial Group Insurance Agency
Massachusetts
$674K -$3.19K -344 -0.5%
PFS
39
Prospera Financial Services
Texas
$658K
Creative Planning
40
Creative Planning
Kansas
$565K +$103K +11,126 +23%
GC
41
Guggenheim Capital
Illinois
$554K +$179K +19,263 +49%
HKAM
42
Horizon Kinetics Asset Management
New York
$524K -$8.65K -932 -2%
SPC
43
Sigma Planning Corp
Michigan
$521K +$37.6K +4,050 +8%
PPA
44
Parametric Portfolio Associates
Washington
$503K -$181K -19,439 -27%
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$493K +$162K +17,410 +51%
Stifel Financial
46
Stifel Financial
Missouri
$480K -$60.5K -6,515 -11%
APA
47
American Portfolios Advisors
New York
$477K +$631 +68 +0.1%
JWM
48
Jupiter Wealth Management
Colorado
$463K
SFS
49
Shaker Financial Services
Virginia
$449K +$439K +47,302 New
NFG
50
Next Financial Group
Texas
$429K +$412K +44,418 +6,019%

JPS Hedge Fund Activity: Q2 2019 in Review

183 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Securities Fund (JPS) for Q2 2019, worth a combined $234M — up 4.4% from $224M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new JPS positions and 7 closed out — a net gain of 13 holders — while 53 added to existing stakes and 51 trimmed.

The largest buyer was AE Wealth Management, opening a new position worth an estimated $1.06M. The largest seller was Morgan Stanley, cutting an estimated $2.69M.

  • 183 institutional investors held Nuveen Preferred & Income Securities Fund (JPS) as of Q2 2019, up from 172 in Q1 2019.
  • Funds reported $234M of Nuveen Preferred & Income Securities Fund stock for Q2 2019, up 4.4% quarter-over-quarter.
  • 20 funds opened new Nuveen Preferred & Income Securities Fund positions in Q2 2019 and 7 closed out, a net change of +13 holders.
  • The largest Nuveen Preferred & Income Securities Fund buyer in Q2 2019 was AE Wealth Management, an estimated $1.06M added.
  • The largest Nuveen Preferred & Income Securities Fund seller in Q2 2019 was Morgan Stanley, an estimated $2.69M sold.

Based on aggregated 13F filings for Q2 2019.