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JPS

Nuveen Preferred & Income Securities Fund

Delisted

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

223 hedge funds and large institutions have $1.37B invested in Nuveen Preferred & Income Securities Fund in 2022 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 67 increasing their positions, 58 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

397% more capital invested

Capital invested by funds: $276M → $1.37B (+$1.1B)

88% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 26

16% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 58

8% more funds holding

Funds holding: 206223 (+17)

Holders
223
Holders Change
+17
Holders Change %
+8.25%
% of All Funds
3.58%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
49
Increased
67
Reduced
58
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
$2.24M +$238K +34,929 +12%
SFS
27
Shaker Financial Services
Virginia
$2.09M +$404K +59,228 +24%
CIA
28
Capital Investment Advisors
Georgia
$2.08M +$1.15M +168,528 +122%
WAM
29
Weiss Asset Management
Massachusetts
$1.97M +$1.97M +289,088 New
AA
30
AQR Arbitrage
Connecticut
$1.75M -$2.17K -319 -0.1%
FM
31
Family Management
New York
$1.59M +$160K +23,527 +11%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$1.55M -$367K -53,886 -19%
JWM
33
Jupiter Wealth Management
Colorado
$1.49M
PFA
34
Petra Financial Advisors
Colorado
$1.43M +$1.44M +210,905 New
PAMP
35
Polar Asset Management Partners
Ontario, Canada
$1.28M
AWS
36
Atria Wealth Solutions
New York
$1.1M +$169K +24,767 +18%
Truist Financial
37
Truist Financial
North Carolina
$1.08M +$42.9K +6,288 +4%
GWM
38
Geneos Wealth Management
Colorado
$1.08M -$61.9K -9,071 -5%
LCM
39
Landscape Capital Management
New Jersey
$1.05M -$1.38M -202,940 -57%
HWAM
40
Hennion & Walsh Asset Management
New Jersey
$1.04M +$441K +64,713 +73%
SFS
41
Sowell Financial Services
Arkansas
$1.03M +$1.04M +151,970 New
SCM
42
Saba Capital Management
New York
$1.01M -$1.92M -281,059 -65%
CAN
43
Cetera Advisor Networks
California
$990K +$65.6K +9,623 +7%
BRWA
44
B. Riley Wealth Advisors
Florida
$921K -$71.7K -10,519 -7%
WS
45
Wela Strategies
Georgia
$885K +$65K +9,530 +8%
CFA
46
Compass Financial Advisors
Indiana
$799K -$143K -20,933 -15%
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$754K -$19.1K -2,798 -2%
PVM
48
Palogic Value Management
Texas
$754K +$756K +110,884 New
Cetera Investment Advisers
49
Cetera Investment Advisers
Illinois
$744K +$430K +63,015 +136%
MC
50
Mathes Company
New York
$670K +$6.82K +1,000 +1%

JPS Hedge Fund Activity: Q4 2022 in Review

223 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Securities Fund (JPS) for Q4 2022, worth a combined $1.37B — up 397% from $276M a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new JPS positions and 26 closed out — a net gain of 23 holders — while 67 added to existing stakes and 58 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $15.8M. The largest seller was Penn Mutual Asset Management, exiting entirely with an estimated $2.03M sold.

  • 223 institutional investors held Nuveen Preferred & Income Securities Fund (JPS) as of Q4 2022, up from 206 in Q3 2022.
  • Funds reported $1.37B of Nuveen Preferred & Income Securities Fund stock for Q4 2022, up 397% quarter-over-quarter.
  • 49 funds opened new Nuveen Preferred & Income Securities Fund positions in Q4 2022 and 26 closed out, a net change of +23 holders.
  • The largest Nuveen Preferred & Income Securities Fund buyer in Q4 2022 was Rivernorth Capital Management, an estimated $15.8M added.
  • The largest Nuveen Preferred & Income Securities Fund seller in Q4 2022 was Penn Mutual Asset Management, an estimated $2.03M sold.

Based on aggregated 13F filings for Q4 2022.