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JPS

Nuveen Preferred & Income Securities Fund

Delisted

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

195 hedge funds and large institutions have $240M invested in Nuveen Preferred & Income Securities Fund in 2019 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 56 increasing their positions, 47 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 19

19% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 47

5% more funds holding

Funds holding: 185195 (+10)

2% less capital invested

Capital invested by funds: $246M → $240M (-$5.96M)

Holders
195
Holders Change
+10
Holders Change %
+5.41%
% of All Funds
3.84%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
31
Increased
56
Reduced
47
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APA
51
American Portfolios Advisors
New York
$494K -$10.3K -1,029 -2%
JWM
52
Jupiter Wealth Management
Colorado
$483K
SPC
53
Sigma Planning Corp
Michigan
$470K -$137K -13,703 -23%
PAG
54
Private Advisor Group
New Jersey
$465K +$21.2K +2,114 +5%
NFG
55
Next Financial Group
Texas
$451K -$1.5K -150 -0.3%
UCFA
56
United Capital Financial Advisors
Texas
$405K -$2.21K -220 -0.5%
WB
57
WesBanco Bank
West Virginia
$399K +$75.2K +7,500 +23%
VIM
58
Vista Investment Management
Pennsylvania
$395K
EWM
59
EPG Wealth Management
Georgia
$387K +$386K +38,554 New
AW
60
ACG Wealth
Georgia
$383K -$373K -37,205 -49%
IWA
61
IBEX Wealth Advisors
New Jersey
$379K +$2.27K +227 +0.6%
WT
62
Whittier Trust
California
$359K
DSC
63
Duncker Streett & Co
Missouri
$354K +$99.8K +9,959 +39%
BCA
64
Bay Colony Advisors
Massachusetts
$308K +$54.3K +5,421 +22%
RCA
65
Rowland Carmichael Advisors
Arizona
$307K -$88.6K -8,840 -22%
PMFA
66
Plante Moran Financial Advisors
Michigan
$285K +$285K +28,441 New
FIA
67
FNY Investment Advisers
New York
$284K +$217K +21,663 +322%
WIA
68
Westbourne Investment Advisors
Maryland
$267K -$5.01K -500 -2%
MAFM
69
Mid Atlantic Financial Management
Pennsylvania
$263K -$172K -17,170 -40%
HighTower Advisors
70
HighTower Advisors
Illinois
$261K +$16.2K +1,613 +7%
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$260K +$154K +15,380 +146%
DC
72
Davenport & Co
Virginia
$248K -$3.36K -335 -1%
TFGT
73
TS Financial Group (TSFG)
Illinois
$245K
SRC
74
Shufro Rose & Co
New York
$243K
Lido Advisors
75
Lido Advisors
California
$238K -$60.1K -6,000 -20%

JPS Hedge Fund Activity: Q4 2019 in Review

195 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Securities Fund (JPS) for Q4 2019, worth a combined $240M — down 2.4% from $246M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new JPS positions and 19 closed out — a net gain of 12 holders — while 56 added to existing stakes and 47 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $2.28M. The largest seller was Vident Investment Advisory, exiting entirely with an estimated $11.3M sold.

  • 195 institutional investors held Nuveen Preferred & Income Securities Fund (JPS) as of Q4 2019, up from 185 in Q3 2019.
  • Funds reported $240M of Nuveen Preferred & Income Securities Fund stock for Q4 2019, down 2.4% quarter-over-quarter.
  • 31 funds opened new Nuveen Preferred & Income Securities Fund positions in Q4 2019 and 19 closed out, a net change of +12 holders.
  • The largest Nuveen Preferred & Income Securities Fund buyer in Q4 2019 was Commonwealth Equity Services, an estimated $2.28M added.
  • The largest Nuveen Preferred & Income Securities Fund seller in Q4 2019 was Vident Investment Advisory, an estimated $11.3M sold.

Based on aggregated 13F filings for Q4 2019.