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JPS

Nuveen Preferred & Income Securities Fund

Delisted

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

190 hedge funds and large institutions have $302M invested in Nuveen Preferred & Income Securities Fund in 2021 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 62 increasing their positions, 48 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 13

29% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 48

5% more capital invested

Capital invested by funds: $286M → $302M (+$15.1M)

1% more funds holding

Funds holding: 188190 (+2)

Holders
190
Holders Change
+2
Holders Change %
+1.06%
% of All Funds
3.34%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
62
Reduced
48
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NFSG
51
Newbridge Financial Services Group
Florida
$497K +$62.7K +6,660 +15%
Mercer Global Advisors
52
Mercer Global Advisors
Colorado
$486K +$298K +31,605 +172%
SFS
53
Shaker Financial Services
Virginia
$483K +$243K +25,800 +108%
APA
54
American Portfolios Advisors
New York
$483K +$10.5K +1,110 +2%
PAG
55
Private Advisor Group
New Jersey
$462K -$15.1K -1,607 -3%
DSC
56
Duncker Streett & Co
Missouri
$453K +$3.55K +377 +0.8%
AWA
57
Arkadios Wealth Advisors
Georgia
$439K -$2.9K -308 -0.7%
EWM
58
EPG Wealth Management
Georgia
$401K +$389K +41,290 New
WW
59
Waterfront Wealth
Kansas
$397K +$386K +40,971 New
VIM
60
Vista Investment Management
Pennsylvania
$377K
MAFM
61
Mid Atlantic Financial Management
Pennsylvania
$372K +$125K +13,226 +53%
Northwestern Mutual Wealth Management
62
Northwestern Mutual Wealth Management
Wisconsin
$354K +$51.4K +5,452 +18%
IWA
63
IBEX Wealth Advisors
New Jersey
$352K +$518 +55 +0.2%
OC
64
Oppenheimer & Co
New York
$349K -$7.54K -800 -2%
PCM
65
Parsons Capital Management
Rhode Island
$342K +$211K +22,350 +175%
AWM
66
AE Wealth Management
Kansas
$340K +$27K +2,871 +9%
MML Investors Services
67
MML Investors Services
Massachusetts
$340K +$82.7K +8,778 +33%
UCFA
68
United Capital Financial Advisors
Texas
$336K +$22.7K +2,405 +7%
AWM
69
Accel Wealth Management
Iowa
$336K +$149K +15,786 +84%
DJYG
70
David J. Yvars Group
Florida
$317K
AFP
71
Ausdal Financial Partners
Iowa
$290K +$1.35K +143 +0.5%
MIAN
72
Mariner Independent Advisor Network
Kansas
$281K -$13.6K -1,446 -5%
MC
73
Mathes Company
New York
$267K +$84.8K +9,000 +49%
IAIM
74
International Assets Investment Management
Florida
$265K +$104K +11,012 +68%
DC
75
Davenport & Co
Virginia
$264K +$23K +2,438 +10%

JPS Hedge Fund Activity: Q1 2021 in Review

190 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Securities Fund (JPS) for Q1 2021, worth a combined $302M — up 5.3% from $286M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new JPS positions and 13 closed out — a net gain of 6 holders — while 62 added to existing stakes and 48 trimmed.

The largest buyer was Parametric Portfolio Associates, adding an estimated $7.8M. The largest seller was Bramshill Investments, cutting an estimated $7.36M.

  • 190 institutional investors held Nuveen Preferred & Income Securities Fund (JPS) as of Q1 2021, up from 188 in Q4 2020.
  • Funds reported $302M of Nuveen Preferred & Income Securities Fund stock for Q1 2021, up 5.3% quarter-over-quarter.
  • 19 funds opened new Nuveen Preferred & Income Securities Fund positions in Q1 2021 and 13 closed out, a net change of +6 holders.
  • The largest Nuveen Preferred & Income Securities Fund buyer in Q1 2021 was Parametric Portfolio Associates, an estimated $7.8M added.
  • The largest Nuveen Preferred & Income Securities Fund seller in Q1 2021 was Bramshill Investments, an estimated $7.36M sold.

Based on aggregated 13F filings for Q1 2021.