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JPS

Nuveen Preferred & Income Securities Fund
JPS

Delisted

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

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218 hedge funds and large institutions have $330M invested in Nuveen Preferred & Income Securities Fund in 2021 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 55 increasing their positions, 55 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 20

14% more funds holding

Funds holding: 192 → 218 (+26)

6% more capital invested

Capital invested by funds: $310M → $330M (+$19.6M)

0% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 55

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
218
Holders Change
+26
Holders Change %
+13.54%
% of All Funds
3.35%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
49
Increased
55
Reduced
55
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$6.12M
2
PPA
Parametric Portfolio Associates
Washington
+$5.97M
3
RJA
Raymond James & Associates
Florida
+$2.32M
4
SFS
Shaker Financial Services
Virginia
+$2.26M
5
SIA
Sit Investment Associates
Minnesota
+$1.18M

Top Sellers

Rank Fund Capital Flow
1
MC
Moors & Cabot
Massachusetts
-$2.56M
2
Bank of America
Bank of America
North Carolina
-$2.53M
3
BI
Bramshill Investments
Florida
-$2.41M
4
UBS Group
UBS Group
Switzerland
-$1.93M
5
LPL Financial
LPL Financial
California
-$1.44M
Name Holding Trade Value Shares
Change 		Change in
Stake
BRWM
26
B. Riley Wealth Management
Tennessee
$2.12M +$22K +2,278 +1%
JWM
27
Jupiter Wealth Management
Colorado
$2.09M -$506K -52,500 -20%
PAMP
28
Polar Asset Management Partners
Ontario, Canada
$1.83M – – –
Truist Financial
29
Truist Financial
North Carolina
$1.74M +$481K +49,923 +39%
WS
30
Wedbush Securities
California
$1.62M -$49K -5,086 -3%
CAN
31
Cetera Advisor Networks
California
$1.55M +$128K +13,312 +9%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$1.55M -$19.4K -2,011 -1%
HWAM
33
Hennion & Walsh Asset Management
New Jersey
$1.44M -$787K -81,663 -36%
LCM
34
Landscape Capital Management
New Jersey
$1.1M +$1.09M +112,953 New
MSA
35
Marino Stram & Associates
Massachusetts
$1.04M +$1.03M +107,340 New
SDAM
36
Shulman DeMeo Asset Management
New York
$1.01M +$999K +103,645 New
WAP
37
Wealthcare Advisory Partners
Pennsylvania
$962K -$32.3K -3,346 -3%
CFA
38
Compass Financial Advisors
Indiana
$924K +$917K +95,092 New
BC
39
Burney Company
Virginia
$911K +$7.96K +826 +0.9%
SPIA
40
Steward Partners Investment Advisory
New York
$908K +$32.3K +3,352 +4%
LP
41
Lloyd Park
Illinois
$894K +$887K +91,941 New
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$877K +$566K +58,719 +187%
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$863K -$23.4K -2,425 -3%
AWM
44
Accel Wealth Management
Iowa
$853K +$26.1K +2,710 +3%
SWM
45
Spire Wealth Management
Virginia
$832K -$3.92K -406 -0.5%
NFG
46
Next Financial Group
Texas
$831K +$250K +25,934 +44%
Stifel Financial
47
Stifel Financial
Missouri
$817K +$28K +2,903 +4%
NA
48
NewEdge Advisors
Louisiana
$800K +$654K +67,776 +466%
IFG
49
Independent Financial Group
California
$790K +$580K +60,199 +285%
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
$756K +$23.6K +2,447 +3%
1
2
3 4 5

JPS Hedge Fund Activity: Q4 2021 in Review

218 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Securities Fund (JPS) for Q4 2021, worth a combined $330M — up 6.3% from $310M a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new JPS positions and 20 closed out — a net gain of 29 holders — while 55 added to existing stakes and 55 trimmed.

The largest buyer was Invesco, adding an estimated $6.12M. The largest seller was Moors & Cabot, cutting an estimated $2.56M.

  • 218 institutional investors held Nuveen Preferred & Income Securities Fund (JPS) as of Q4 2021, up from 192 in Q3 2021.
  • Funds reported $330M of Nuveen Preferred & Income Securities Fund stock for Q4 2021, up 6.3% quarter-over-quarter.
  • 49 funds opened new Nuveen Preferred & Income Securities Fund positions in Q4 2021 and 20 closed out, a net change of +29 holders.
  • The largest Nuveen Preferred & Income Securities Fund buyer in Q4 2021 was Invesco, an estimated $6.12M added.
  • The largest Nuveen Preferred & Income Securities Fund seller in Q4 2021 was Moors & Cabot, an estimated $2.56M sold.

Based on aggregated 13F filings for Q4 2021.