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JPS

Nuveen Preferred & Income Securities Fund

Delisted

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

166 hedge funds and large institutions have $210M invested in Nuveen Preferred & Income Securities Fund in 2018 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 49 increasing their positions, 46 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 13

4% more funds holding

Funds holding: 159166 (+7)

7% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 46

6% less capital invested

Capital invested by funds: $223M → $210M (-$12.6M)

Holders
166
Holders Change
+7
Holders Change %
+4.4%
% of All Funds
3.8%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
22
Increased
49
Reduced
46
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HK
51
Horizon Kinetics
New York
$433K -$22.7K -2,421 -5%
BTS
52
BB&T Securities
Virginia
$422K -$4.41K -470 -1%
CFA
53
Cahill Financial Advisors
Minnesota
$381K -$31.3K -3,337 -7%
SFM
54
Signet Financial Management
New Jersey
$369K +$13K +1,382 +3%
Stifel Financial
55
Stifel Financial
Missouri
$355K -$61.9K -6,597 -14%
APA
56
American Portfolios Advisors
New York
$353K +$28.7K +3,054 +8%
EWM
57
Edge Wealth Management
New York
$304K
Creative Planning
58
Creative Planning
Kansas
$285K +$50.6K +5,395 +20%
SWM
59
SeaCrest Wealth Management
New York
$270K -$8.79K -936 -3%
WIA
60
Westbourne Investment Advisors
Maryland
$267K
WP
61
WealthPLAN Partners
Nebraska
$257K +$99.7K +10,620 +57%
Manulife (Manufacturers Life Insurance)
62
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$249K -$101K -10,706 -27%
SRC
63
Shufro Rose & Co
New York
$245K
Truist Financial
64
Truist Financial
North Carolina
$245K
Jane Street
65
Jane Street
New York
$238K +$254K +27,007 New
HighTower Advisors
66
HighTower Advisors
Illinois
$236K +$3.32K +354 +1%
CWA
67
Clarus Wealth Advisors
Arizona
$222K
AIM
68
Anchor Investment Management
South Carolina
$219K -$8.81K -939 -4%
Janney Montgomery Scott
69
Janney Montgomery Scott
Pennsylvania
$208K -$31K -3,305 -12%
BCA
70
Bay Colony Advisors
Massachusetts
$208K +$222K +23,633 New
IAA
71
Ironsides Asset Advisors
North Carolina
$205K +$219K +23,313 New
Mariner
72
Mariner
Kansas
$200K -$101K -10,777 -32%
Thrivent Financial for Lutherans
73
Thrivent Financial for Lutherans
Minnesota
$188K
SMC
74
Smith, Moore & Co
Missouri
$188K +$3.17K +338 +2%
PAG
75
Private Advisor Group
New Jersey
$186K +$81.9K +8,727 +72%

JPS Hedge Fund Activity: Q2 2018 in Review

166 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Securities Fund (JPS) for Q2 2018, worth a combined $210M — down 5.6% from $223M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new JPS positions and 13 closed out — a net gain of 9 holders — while 49 added to existing stakes and 46 trimmed.

The largest buyer was Invesco, adding an estimated $5.18M. The largest seller was Morgan Stanley, cutting an estimated $2.38M.

  • 166 institutional investors held Nuveen Preferred & Income Securities Fund (JPS) as of Q2 2018, up from 159 in Q1 2018.
  • Funds reported $210M of Nuveen Preferred & Income Securities Fund stock for Q2 2018, down 5.6% quarter-over-quarter.
  • 22 funds opened new Nuveen Preferred & Income Securities Fund positions in Q2 2018 and 13 closed out, a net change of +9 holders.
  • The largest Nuveen Preferred & Income Securities Fund buyer in Q2 2018 was Invesco, an estimated $5.18M added.
  • The largest Nuveen Preferred & Income Securities Fund seller in Q2 2018 was Morgan Stanley, an estimated $2.38M sold.

Based on aggregated 13F filings for Q2 2018.