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JPS

Nuveen Preferred & Income Securities Fund

Delisted

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

190 hedge funds and large institutions have $302M invested in Nuveen Preferred & Income Securities Fund in 2021 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 62 increasing their positions, 48 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 13

29% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 48

5% more capital invested

Capital invested by funds: $286M → $302M (+$15.1M)

1% more funds holding

Funds holding: 188190 (+2)

Holders
190
Holders Change
+2
Holders Change %
+1.06%
% of All Funds
3.34%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
62
Reduced
48
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAMP
26
Polar Asset Management Partners
Ontario, Canada
$1.83M
WS
27
Wedbush Securities
California
$1.62M +$57.3K +6,079 +4%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$1.36M +$471 +50 +0%
GC
29
Guggenheim Capital
Illinois
$1.24M -$321K -34,091 -21%
CAN
30
Cetera Advisor Networks
California
$1.18M -$15.3K -1,622 -1%
Truist Financial
31
Truist Financial
North Carolina
$1.17M +$12.6K +1,342 +1%
KAS
32
Kestra Advisory Services
Texas
$1.05M -$442K -46,885 -30%
SPIA
33
Steward Partners Investment Advisory
New York
$1.03M +$247K +26,245 +33%
HI
34
Harbour Investments
Wisconsin
$1.03M +$996K +105,709 New
SDAM
35
Shulman DeMeo Asset Management
New York
$1.02M -$60.2K -6,395 -6%
FM
36
Family Management
New York
$944K +$110K +11,647 +14%
SWM
37
Spire Wealth Management
Virginia
$933K +$905K +96,031 New
BC
38
Burney Company
Virginia
$930K +$56.2K +5,970 +7%
WAP
39
Wealthcare Advisory Partners
Pennsylvania
$871K +$445K +47,220 +112%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$777K +$104K +11,027 +16%
Stifel Financial
41
Stifel Financial
Missouri
$715K -$33.5K -3,560 -5%
PFGIA
42
Patriot Financial Group Insurance Agency
Massachusetts
$706K -$21.8K -2,317 -3%
SPC
43
Sigma Planning Corp
Michigan
$653K +$275K +29,227 +77%
Rockefeller Capital Management
44
Rockefeller Capital Management
New York
$638K -$99.9K -10,610 -14%
CRWM
45
Castle Rock Wealth Management
California
$614K -$72.5K -7,693 -11%
CTC
46
Central Trust Company
Missouri
$578K -$15.1K -1,600 -3%
FFA
47
First Foundation Advisors
California
$557K -$234K -24,821 -30%
NFG
48
Next Financial Group
Texas
$534K -$35K -3,712 -6%
WT
49
Whittier Trust
California
$530K
AW
50
ACG Wealth
Georgia
$526K +$155K +16,412 +43%

JPS Hedge Fund Activity: Q1 2021 in Review

190 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Securities Fund (JPS) for Q1 2021, worth a combined $302M — up 5.3% from $286M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new JPS positions and 13 closed out — a net gain of 6 holders — while 62 added to existing stakes and 48 trimmed.

The largest buyer was Parametric Portfolio Associates, adding an estimated $7.8M. The largest seller was Bramshill Investments, cutting an estimated $7.36M.

  • 190 institutional investors held Nuveen Preferred & Income Securities Fund (JPS) as of Q1 2021, up from 188 in Q4 2020.
  • Funds reported $302M of Nuveen Preferred & Income Securities Fund stock for Q1 2021, up 5.3% quarter-over-quarter.
  • 19 funds opened new Nuveen Preferred & Income Securities Fund positions in Q1 2021 and 13 closed out, a net change of +6 holders.
  • The largest Nuveen Preferred & Income Securities Fund buyer in Q1 2021 was Parametric Portfolio Associates, an estimated $7.8M added.
  • The largest Nuveen Preferred & Income Securities Fund seller in Q1 2021 was Bramshill Investments, an estimated $7.36M sold.

Based on aggregated 13F filings for Q1 2021.