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JPS

Nuveen Preferred & Income Securities Fund

Delisted

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

195 hedge funds and large institutions have $240M invested in Nuveen Preferred & Income Securities Fund in 2019 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 56 increasing their positions, 47 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 19

19% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 47

5% more funds holding

Funds holding: 185195 (+10)

2% less capital invested

Capital invested by funds: $246M → $240M (-$5.96M)

Holders
195
Holders Change
+10
Holders Change %
+5.41%
% of All Funds
3.84%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
31
Increased
56
Reduced
47
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LCM
26
Landscape Capital Management
New Jersey
$1.62M +$1.62M +161,297 New
AWM
27
AE Wealth Management
Kansas
$1.56M +$254K +25,315 +19%
AG
28
Advisor Group
Arizona
$1.5M +$57.8K +5,762 +4%
GC
29
Guggenheim Capital
Illinois
$1.47M +$435K +43,366 +42%
CTC
30
Central Trust Company
Missouri
$1.37M -$136K -13,574 -9%
SFS
31
Shaker Financial Services
Virginia
$1.36M +$1.2M +120,060 +750%
SDAM
32
Shulman DeMeo Asset Management
New York
$1.23M -$4.78K -477 -0.4%
Truist Financial
33
Truist Financial
North Carolina
$1.19M +$881K +87,864 +281%
AAS
34
Avantax Advisory Services
Texas
$1.08M +$869K +86,687 +404%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$1.03M +$426K +42,499 +70%
BAM
36
Bruderman Asset Management
New York
$849K -$156K -15,545 -15%
SS
37
Simplicity Solutions
Minnesota
$819K +$502K +50,125 +159%
PCM
38
Prelude Capital Management
New York
$802K -$200K -20,000 -20%
FHA
39
Flagship Harbor Advisors
Massachusetts
$778K +$1.48K +148 +0.2%
SS
40
Sunbelt Securities
Texas
$753K +$461 +46 +0.1%
FAAS
41
First Allied Advisory Services
California
$735K -$25.9K -2,581 -3%
PFGIA
42
Patriot Financial Group Insurance Agency
Massachusetts
$714K +$8.32K +830 +1%
BAAM
43
Baker Avenue Asset Management
California
$694K +$694K +69,234 New
MML Investors Services
44
MML Investors Services
Massachusetts
$678K -$73K -7,279 -10%
Creative Planning
45
Creative Planning
Kansas
$670K -$18.7K -1,868 -3%
SPIA
46
Steward Partners Investment Advisory
New York
$608K +$68.9K +6,879 +13%
Bank of New York Mellon
47
Bank of New York Mellon
New York
$588K
Stifel Financial
48
Stifel Financial
Missouri
$560K +$88.1K +8,791 +19%
CA
49
Cetera Advisors
Colorado
$544K +$4.19K +418 +0.8%
HKAM
50
Horizon Kinetics Asset Management
New York
$494K -$7.06K -704 -1%

JPS Hedge Fund Activity: Q4 2019 in Review

195 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Securities Fund (JPS) for Q4 2019, worth a combined $240M — down 2.4% from $246M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new JPS positions and 19 closed out — a net gain of 12 holders — while 56 added to existing stakes and 47 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $2.28M. The largest seller was Vident Investment Advisory, exiting entirely with an estimated $11.3M sold.

  • 195 institutional investors held Nuveen Preferred & Income Securities Fund (JPS) as of Q4 2019, up from 185 in Q3 2019.
  • Funds reported $240M of Nuveen Preferred & Income Securities Fund stock for Q4 2019, down 2.4% quarter-over-quarter.
  • 31 funds opened new Nuveen Preferred & Income Securities Fund positions in Q4 2019 and 19 closed out, a net change of +12 holders.
  • The largest Nuveen Preferred & Income Securities Fund buyer in Q4 2019 was Commonwealth Equity Services, an estimated $2.28M added.
  • The largest Nuveen Preferred & Income Securities Fund seller in Q4 2019 was Vident Investment Advisory, an estimated $11.3M sold.

Based on aggregated 13F filings for Q4 2019.