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JPS

Nuveen Preferred & Income Securities Fund

Delisted

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

183 hedge funds and large institutions have $234M invested in Nuveen Preferred & Income Securities Fund in 2019 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 53 increasing their positions, 51 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 7

6% more funds holding

Funds holding: 172183 (+11)

4% more capital invested

Capital invested by funds: $224M → $234M (+$9.9M)

4% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 51

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
183
Holders Change
+11
Holders Change %
+6.4%
% of All Funds
3.97%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
20
Increased
53
Reduced
51
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
51
Private Advisor Group
New Jersey
$427K +$54.8K +5,898 +15%
CA
52
Cetera Advisors
Colorado
$424K +$93.5K +10,070 +29%
BTS
53
BB&T Securities
Virginia
$422K +$54.9K +5,912 +15%
UCFA
54
United Capital Financial Advisors
Texas
$380K -$36.3K -3,909 -9%
VIM
55
Vista Investment Management
Pennsylvania
$374K -$31.2K -3,359 -8%
IWA
56
IBEX Wealth Advisors
New Jersey
$363K -$64K -6,894 -15%
WT
57
Whittier Trust
California
$340K
SPIA
58
Steward Partners Investment Advisory
New York
$335K +$17.1K +1,841 +5%
WB
59
WesBanco Bank
West Virginia
$306K +$300K +32,260 New
RCA
60
Rowland Carmichael Advisors
Arizona
$264K
Truist Financial
61
Truist Financial
North Carolina
$264K
Mercer Global Advisors
62
Mercer Global Advisors
Colorado
$262K +$83.5K +8,989 +48%
WIA
63
Westbourne Investment Advisors
Maryland
$257K -$13.9K -1,500 -5%
HighTower Advisors
64
HighTower Advisors
Illinois
$256K -$15.9K -1,711 -6%
DC
65
Davenport & Co
Virginia
$244K +$492 +53 +0.2%
SCA
66
Sage Capital Advisors
South Dakota
$240K +$1.29K +139 +0.6%
SRC
67
Shufro Rose & Co
New York
$238K
JP Morgan Chase
68
JP Morgan Chase
New York
$236K +$232K +25,000 New
Lido Advisors
69
Lido Advisors
California
$226K
SMC
70
Smith, Moore & Co
Missouri
$225K +$2.58K +278 +1%
CB
71
Chemical Bank
Michigan
$224K
AIM
72
Anchor Investment Management
South Carolina
$220K -$18K -1,938 -8%
Citigroup
73
Citigroup
New York
$208K -$207K -22,297 -50%
Thrivent Financial for Lutherans
74
Thrivent Financial for Lutherans
Minnesota
$204K
SFM
75
Signet Financial Management
New Jersey
$203K -$27.9K -3,000 -13%

JPS Hedge Fund Activity: Q2 2019 in Review

183 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Securities Fund (JPS) for Q2 2019, worth a combined $234M — up 4.4% from $224M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new JPS positions and 7 closed out — a net gain of 13 holders — while 53 added to existing stakes and 51 trimmed.

The largest buyer was AE Wealth Management, opening a new position worth an estimated $1.06M. The largest seller was Morgan Stanley, cutting an estimated $2.69M.

  • 183 institutional investors held Nuveen Preferred & Income Securities Fund (JPS) as of Q2 2019, up from 172 in Q1 2019.
  • Funds reported $234M of Nuveen Preferred & Income Securities Fund stock for Q2 2019, up 4.4% quarter-over-quarter.
  • 20 funds opened new Nuveen Preferred & Income Securities Fund positions in Q2 2019 and 7 closed out, a net change of +13 holders.
  • The largest Nuveen Preferred & Income Securities Fund buyer in Q2 2019 was AE Wealth Management, an estimated $1.06M added.
  • The largest Nuveen Preferred & Income Securities Fund seller in Q2 2019 was Morgan Stanley, an estimated $2.69M sold.

Based on aggregated 13F filings for Q2 2019.