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JPS

Nuveen Preferred & Income Securities Fund

Delisted

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

192 hedge funds and large institutions have $310M invested in Nuveen Preferred & Income Securities Fund in 2021 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 65 increasing their positions, 44 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 13

48% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 44

3% more funds holding

Funds holding: 187192 (+5)

1% more capital invested

Capital invested by funds: $308M → $310M (+$2.3M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
192
Holders Change
+5
Holders Change %
+2.67%
% of All Funds
3.36%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
20
Increased
65
Reduced
44
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MC
51
Mathes Company
New York
$505K +$79.9K +8,000 +18%
Mercer Global Advisors
52
Mercer Global Advisors
Colorado
$487K -$3.03K -303 -0.6%
SPC
53
Sigma Planning Corp
Michigan
$484K -$15.5K -1,557 -3%
MAFM
54
Mid Atlantic Financial Management
Pennsylvania
$471K +$65K +6,506 +16%
LA
55
LexAurum Advisors
Kansas
$410K
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$397K +$22.1K +2,217 +6%
AWM
57
AE Wealth Management
Kansas
$397K +$89.6K +8,969 +28%
ASFA
58
All Season Financial Advisors
Colorado
$376K -$159K -15,937 -29%
DSC
59
Duncker Streett & Co
Missouri
$366K -$40.8K -4,081 -10%
VIM
60
Vista Investment Management
Pennsylvania
$365K -$15K -1,500 -4%
WW
61
Waterfront Wealth
Kansas
$364K -$21.2K -2,125 -5%
IWA
62
IBEX Wealth Advisors
New Jersey
$356K +$789 +79 +0.2%
CA
63
Cetera Advisors
Colorado
$345K +$60.1K +6,015 +21%
PCM
64
Parsons Capital Management
Rhode Island
$329K
BFG
65
Berger Financial Group
Minnesota
$329K +$27.2K +2,722 +9%
CRWM
66
Castle Rock Wealth Management
California
$327K -$127K -12,742 -28%
SCA
67
Sage Capital Advisors
South Dakota
$325K +$41K +4,104 +14%
UCFA
68
United Capital Financial Advisors
Texas
$320K -$8.03K -804 -2%
OC
69
Oppenheimer & Co
New York
$315K +$9.75K +976 +3%
Envestnet Asset Management
70
Envestnet Asset Management
Illinois
$309K +$314K +31,482 New
SBH
71
Segall Bryant & Hamill
Illinois
$300K +$142K +14,200 +87%
DC
72
Davenport & Co
Virginia
$298K +$32K +3,209 +12%
SS
73
Sunbelt Securities
Texas
$295K
AFP
74
Ausdal Financial Partners
Iowa
$295K +$1.4K +140 +0.5%
DJYG
75
David J. Yvars Group
Florida
$262K -$59.9K -6,000 -18%

JPS Hedge Fund Activity: Q3 2021 in Review

192 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Securities Fund (JPS) for Q3 2021, worth a combined $310M — up 0.75% from $308M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new JPS positions and 13 closed out — a net gain of 7 holders — while 65 added to existing stakes and 44 trimmed.

The largest buyer was Penserra Capital Management, opening a new position worth an estimated $7.54M. The largest seller was Bramshill Investments, cutting an estimated $3.49M.

  • 192 institutional investors held Nuveen Preferred & Income Securities Fund (JPS) as of Q3 2021, up from 187 in Q2 2021.
  • Funds reported $310M of Nuveen Preferred & Income Securities Fund stock for Q3 2021, up 0.75% quarter-over-quarter.
  • 20 funds opened new Nuveen Preferred & Income Securities Fund positions in Q3 2021 and 13 closed out, a net change of +7 holders.
  • The largest Nuveen Preferred & Income Securities Fund buyer in Q3 2021 was Penserra Capital Management, an estimated $7.54M added.
  • The largest Nuveen Preferred & Income Securities Fund seller in Q3 2021 was Bramshill Investments, an estimated $3.49M sold.

Based on aggregated 13F filings for Q3 2021.