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JPS

Nuveen Preferred & Income Securities Fund

Delisted

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

188 hedge funds and large institutions have $286M invested in Nuveen Preferred & Income Securities Fund in 2020 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 55 increasing their positions, 47 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 20

18% more capital invested

Capital invested by funds: $243M → $286M (+$43.2M)

17% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 47

7% more funds holding

Funds holding: 175188 (+13)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
188
Holders Change
+13
Holders Change %
+7.43%
% of All Funds
3.33%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
37
Increased
55
Reduced
47
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
26
Guggenheim Capital
Illinois
$1.58M -$70.6K -7,671 -5%
WS
27
Wedbush Securities
California
$1.56M -$174K -18,910 -11%
KAS
28
Kestra Advisory Services
Texas
$1.5M +$480K +52,200 +51%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$1.36M +$65K +7,062 +5%
CAN
30
Cetera Advisor Networks
California
$1.2M -$11.3K -1,227 -1%
Truist Financial
31
Truist Financial
North Carolina
$1.15M +$25.6K +2,781 +2%
SDAM
32
Shulman DeMeo Asset Management
New York
$1.08M -$64.7K -7,026 -6%
AAS
33
Avantax Advisory Services
Texas
$957K -$1.32M -143,851 -59%
BC
34
Burney Company
Virginia
$873K -$565K -61,418 -41%
FM
35
Family Management
New York
$832K +$12.7K +1,376 +2%
FFA
36
First Foundation Advisors
California
$799K +$590K +64,086 +355%
SPIA
37
Steward Partners Investment Advisory
New York
$777K -$36.6K -3,972 -5%
Baird Financial Group
38
Baird Financial Group
Wisconsin
$753K +$11.8K +1,286 +2%
Stifel Financial
39
Stifel Financial
Missouri
$751K +$152K +16,464 +27%
Rockefeller Capital Management
40
Rockefeller Capital Management
New York
$742K +$12.3K +1,332 +2%
PFGIA
41
Patriot Financial Group Insurance Agency
Massachusetts
$729K -$11.8K -1,279 -2%
Cetera Investment Advisers
42
Cetera Investment Advisers
Illinois
$671K +$634K +68,921 New
CRWM
43
Castle Rock Wealth Management
California
$658K +$184K +20,041 +40%
Citigroup
44
Citigroup
New York
$648K +$412K +44,723 +205%
CTC
45
Central Trust Company
Missouri
$594K -$13.8K -1,500 -2%
NFG
46
Next Financial Group
Texas
$571K +$47.1K +5,118 +10%
WT
47
Whittier Trust
California
$531K
PAG
48
Private Advisor Group
New Jersey
$478K +$27.9K +3,032 +7%
APA
49
American Portfolios Advisors
New York
$473K +$1.11K +121 +0.2%
DSC
50
Duncker Streett & Co
Missouri
$450K +$7.23K +786 +2%

JPS Hedge Fund Activity: Q4 2020 in Review

188 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Securities Fund (JPS) for Q4 2020, worth a combined $286M — up 18% from $243M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new JPS positions and 20 closed out — a net gain of 17 holders — while 55 added to existing stakes and 47 trimmed.

The largest buyer was Bramshill Investments, adding an estimated $9.26M. The largest seller was Avantax Advisory Services, cutting an estimated $1.32M.

  • 188 institutional investors held Nuveen Preferred & Income Securities Fund (JPS) as of Q4 2020, up from 175 in Q3 2020.
  • Funds reported $286M of Nuveen Preferred & Income Securities Fund stock for Q4 2020, up 18% quarter-over-quarter.
  • 37 funds opened new Nuveen Preferred & Income Securities Fund positions in Q4 2020 and 20 closed out, a net change of +17 holders.
  • The largest Nuveen Preferred & Income Securities Fund buyer in Q4 2020 was Bramshill Investments, an estimated $9.26M added.
  • The largest Nuveen Preferred & Income Securities Fund seller in Q4 2020 was Avantax Advisory Services, an estimated $1.32M sold.

Based on aggregated 13F filings for Q4 2020.