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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 $184M invested in Nuveen Preferred & Income Securities Fund in 2020 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 64 increasing their positions, 44 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 44

13% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 31

0% more funds holding

Funds holding: 195195 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

23% less capital invested

Capital invested by funds: $240M → $184M (-$55.4M)

Holders
195
Holders Change
Holders Change %
0%
% of All Funds
4.3%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
35
Increased
64
Reduced
44
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WT
51
Whittier Trust
California
$396K +$174K +18,777 +52%
NFG
52
Next Financial Group
Texas
$383K +$71.2K +7,689 +17%
SS
53
Simplicity Solutions
Minnesota
$366K -$289K -31,195 -38%
XF
54
XML Financial
Maryland
$365K +$465K +50,238 New
CA
55
Cetera Advisors
Colorado
$364K -$39.3K -4,247 -8%
SPC
56
Sigma Planning Corp
Michigan
$345K +$5.41K +585 +1%
APA
57
American Portfolios Advisors
New York
$344K -$16.7K -1,806 -4%
PAG
58
Private Advisor Group
New Jersey
$341K +$5.49K +593 +1%
UCFA
59
United Capital Financial Advisors
Texas
$291K -$3.01K -325 -0.8%
DSC
60
Duncker Streett & Co
Missouri
$286K +$38.1K +4,117 +12%
VIM
61
Vista Investment Management
Pennsylvania
$283K -$3.05K -330 -0.8%
EWM
62
EPG Wealth Management
Georgia
$283K +$4.04K +437 +1%
AW
63
ACG Wealth
Georgia
$277K +$213 +23 +0.1%
IWA
64
IBEX Wealth Advisors
New Jersey
$275K +$713 +77 +0.2%
FHA
65
Flagship Harbor Advisors
Massachusetts
$255K -$393K -42,440 -55%
Creative Planning
66
Creative Planning
Kansas
$241K -$311K -33,590 -50%
RCA
67
Rowland Carmichael Advisors
Arizona
$222K
MAFM
68
Mid Atlantic Financial Management
Pennsylvania
$220K +$38K +4,104 +16%
Citadel Advisors
69
Citadel Advisors
Florida
$217K +$130K +14,044 +89%
AIC
70
Ameritas Investment Company
Nebraska
$200K +$49.5K +5,354 +24%
SCA
71
Snowden Capital Advisors
New York
$195K +$87.4K +9,446 +54%
WIA
72
Westbourne Investment Advisors
Maryland
$193K
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$193K +$6.3K +681 +3%
FM
74
Family Management
New York
$182K +$231K +25,000 New
DC
75
Davenport & Co
Virginia
$180K +$1.03K +111 +0.4%

JPS Hedge Fund Activity: Q1 2020 in Review

195 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Securities Fund (JPS) for Q1 2020, worth a combined $184M — down 23% from $240M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new JPS positions and 31 closed out — a net gain of 4 holders — while 64 added to existing stakes and 44 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $16.1M. The largest seller was UBS Group, cutting an estimated $19M.

  • 195 institutional investors held Nuveen Preferred & Income Securities Fund (JPS) as of Q1 2020, unchanged from Q4 2019.
  • Funds reported $184M of Nuveen Preferred & Income Securities Fund stock for Q1 2020, down 23% quarter-over-quarter.
  • 35 funds opened new Nuveen Preferred & Income Securities Fund positions in Q1 2020 and 31 closed out, a net change of +4 holders.
  • The largest Nuveen Preferred & Income Securities Fund buyer in Q1 2020 was Raymond James & Associates, an estimated $16.1M added.
  • The largest Nuveen Preferred & Income Securities Fund seller in Q1 2020 was UBS Group, an estimated $19M sold.

Based on aggregated 13F filings for Q1 2020.