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JPS

Nuveen Preferred & Income Securities Fund

Delisted

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

217 hedge funds and large institutions have $290M invested in Nuveen Preferred & Income Securities Fund in 2022 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 70 increasing their positions, 59 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 59

15% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 26

0% less funds holding

Funds holding: 218217 (-1)

12% less capital invested

Capital invested by funds: $330M → $290M (-$39.9M)

Holders
217
Holders Change
-1
Holders Change %
-0.46%
% of All Funds
3.42%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
30
Increased
70
Reduced
59
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
26
Cerity Partners
New York
$2.14M +$1.62M +184,482 +262%
GWM
27
Geneos Wealth Management
Colorado
$1.91M -$21.9K -2,492 -1%
JWM
28
Jupiter Wealth Management
Colorado
$1.8M -$3.08K -350 -0.2%
BRWM
29
B. Riley Wealth Management
Tennessee
$1.8M -$34.5K -3,925 -2%
PAMP
30
Polar Asset Management Partners
Ontario, Canada
$1.58M
AWS
31
Atria Wealth Solutions
New York
$1.43M +$1.49M +169,219 New
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$1.36M +$28K +3,189 +2%
Truist Financial
33
Truist Financial
North Carolina
$1.31M -$203K -23,070 -13%
WS
34
Wedbush Securities
California
$1.29M -$112K -12,694 -8%
CAN
35
Cetera Advisor Networks
California
$1.27M -$78.1K -8,892 -6%
FM
36
Family Management
New York
$1.14M +$946K +107,626 +381%
CFA
37
Compass Financial Advisors
Indiana
$1.11M +$321K +36,560 +38%
WAM
38
Wolverine Asset Management
Illinois
$1.03M +$1.08M +122,861 New
MSA
39
Marino Stram & Associates
Massachusetts
$928K +$27K +3,078 +3%
IFG
40
Independent Financial Group
California
$926K +$254K +28,954 +36%
HWAM
41
Hennion & Walsh Asset Management
New Jersey
$891K -$367K -41,813 -28%
NA
42
NewEdge Advisors
Louisiana
$869K +$186K +21,138 +26%
LSC
43
Logan Stone Capital
Illinois
$861K +$901K +102,517 New
SDAM
44
Shulman DeMeo Asset Management
New York
$853K -$17.9K -2,042 -2%
MC
45
Mathes Company
New York
$849K +$436K +49,600 +96%
SPIA
46
Steward Partners Investment Advisory
New York
$836K +$53.2K +6,057 +6%
Millennium Management
47
Millennium Management
New York
$808K +$845K +96,165 New
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$795K +$38.6K +4,396 +5%
WAP
49
Wealthcare Advisory Partners
Pennsylvania
$792K -$40.5K -4,612 -5%
BC
50
Burney Company
Virginia
$789K +$2K +228 +0.2%

JPS Hedge Fund Activity: Q1 2022 in Review

217 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Securities Fund (JPS) for Q1 2022, worth a combined $290M — down 12% from $330M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new JPS positions and 26 closed out — a net gain of 4 holders — while 70 added to existing stakes and 59 trimmed.

The largest buyer was Penserra Capital Management, adding an estimated $4.34M. The largest seller was Sit Investment Associates, cutting an estimated $9.19M.

  • 217 institutional investors held Nuveen Preferred & Income Securities Fund (JPS) as of Q1 2022, down from 218 in Q4 2021.
  • Funds reported $290M of Nuveen Preferred & Income Securities Fund stock for Q1 2022, down 12% quarter-over-quarter.
  • 30 funds opened new Nuveen Preferred & Income Securities Fund positions in Q1 2022 and 26 closed out, a net change of +4 holders.
  • The largest Nuveen Preferred & Income Securities Fund buyer in Q1 2022 was Penserra Capital Management, an estimated $4.34M added.
  • The largest Nuveen Preferred & Income Securities Fund seller in Q1 2022 was Sit Investment Associates, an estimated $9.19M sold.

Based on aggregated 13F filings for Q1 2022.