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JPS

Nuveen Preferred & Income Securities Fund

Delisted

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

218 hedge funds and large institutions have $330M invested in Nuveen Preferred & Income Securities Fund in 2021 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 55 increasing their positions, 55 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 20

14% more funds holding

Funds holding: 192218 (+26)

6% more capital invested

Capital invested by funds: $310M → $330M (+$19.6M)

0% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 55

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
218
Holders Change
+26
Holders Change %
+13.54%
% of All Funds
3.35%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
49
Increased
55
Reduced
55
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
51
Kestra Advisory Services
Texas
$691K -$301K -31,234 -31%
Cerity Partners
52
Cerity Partners
New York
$683K +$678K +70,312 New
PFGIA
53
Patriot Financial Group Insurance Agency
Massachusetts
$679K +$18.9K +1,964 +3%
IFO
54
Intrepid Family Office
Florida
$679K +$674K +69,900 New
EWM
55
EPG Wealth Management
Georgia
$600K -$21.6K -2,239 -4%
CTC
56
Central Trust Company
Missouri
$558K -$9.64K -1,000 -2%
Northwestern Mutual Wealth Management
57
Northwestern Mutual Wealth Management
Wisconsin
$557K +$161K +16,739 +41%
PAG
58
Private Advisor Group
New Jersey
$533K +$32.2K +3,338 +6%
WT
59
Whittier Trust
California
$530K
APA
60
American Portfolios Advisors
New York
$517K +$9.85K +1,021 +2%
AAS
61
Ameritas Advisory Services
Nebraska
$517K +$513K +53,156 New
MC
62
Mathes Company
New York
$501K
Baird Financial Group
63
Baird Financial Group
Wisconsin
$497K +$367K +38,057 +292%
Thrivent Financial for Lutherans
64
Thrivent Financial for Lutherans
Minnesota
$476K +$472K +49,000 New
Mercer Global Advisors
65
Mercer Global Advisors
Colorado
$465K -$17.9K -1,859 -4%
OC
66
Oppenheimer & Co
New York
$463K +$149K +15,443 +48%
FPAS
67
Focus Partners Advisor Solutions
Missouri
$425K +$421K +43,694 New
PCM
68
Parsons Capital Management
Rhode Island
$412K +$85.6K +8,875 +26%
LA
69
LexAurum Advisors
Kansas
$407K
MCA
70
MSH Capital Advisors
Arizona
$406K +$403K +41,754 New
AWM
71
AE Wealth Management
Kansas
$382K -$11.7K -1,213 -3%
VIM
72
Vista Investment Management
Pennsylvania
$362K
DSC
73
Duncker Streett & Co
Missouri
$356K -$6.42K -666 -2%
WW
74
Waterfront Wealth
Kansas
$354K -$6.8K -705 -2%
WAM
75
Walker Asset Management
Missouri
$329K +$327K +33,887 New

JPS Hedge Fund Activity: Q4 2021 in Review

218 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Securities Fund (JPS) for Q4 2021, worth a combined $330M — up 6.3% from $310M a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new JPS positions and 20 closed out — a net gain of 29 holders — while 55 added to existing stakes and 55 trimmed.

The largest buyer was Invesco, adding an estimated $6.12M. The largest seller was Moors & Cabot, cutting an estimated $2.56M.

  • 218 institutional investors held Nuveen Preferred & Income Securities Fund (JPS) as of Q4 2021, up from 192 in Q3 2021.
  • Funds reported $330M of Nuveen Preferred & Income Securities Fund stock for Q4 2021, up 6.3% quarter-over-quarter.
  • 49 funds opened new Nuveen Preferred & Income Securities Fund positions in Q4 2021 and 20 closed out, a net change of +29 holders.
  • The largest Nuveen Preferred & Income Securities Fund buyer in Q4 2021 was Invesco, an estimated $6.12M added.
  • The largest Nuveen Preferred & Income Securities Fund seller in Q4 2021 was Moors & Cabot, an estimated $2.56M sold.

Based on aggregated 13F filings for Q4 2021.