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JPS

Nuveen Preferred & Income Securities Fund

Delisted

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

217 hedge funds and large institutions have $276M invested in Nuveen Preferred & Income Securities Fund in 2022 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 62 increasing their positions, 68 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 23

0% more funds holding

Funds holding: 217217 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less capital invested

Capital invested by funds: $290M → $276M (-$13.5M)

9% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 68

Holders
217
Holders Change
Holders Change %
0%
% of All Funds
3.66%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
26
Increased
62
Reduced
68
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NA
51
NewEdge Advisors
Louisiana
$654K -$102K -13,376 -13%
AWM
52
Accel Wealth Management
Iowa
$608K -$18.7K -2,449 -3%
WS
53
Wedbush Securities
California
$586K -$558K -73,145 -48%
MSA
54
Marino Stram & Associates
Massachusetts
$581K -$232K -30,365 -28%
ASFA
55
All Season Financial Advisors
Colorado
$529K +$556K +72,806 New
IFO
56
Intrepid Family Office
Florida
$508K +$763 +100 +0.1%
Stifel Financial
57
Stifel Financial
Missouri
$506K -$99.4K -13,028 -16%
KAS
58
Kestra Advisory Services
Texas
$501K +$10.4K +1,365 +2%
FC
59
FCA Corp
Texas
$490K +$319K +41,853 +163%
GC
60
Guggenheim Capital
Illinois
$442K +$135K +17,634 +41%
EWM
61
EPG Wealth Management
Georgia
$425K -$54.4K -7,122 -11%
APA
62
American Portfolios Advisors
New York
$409K -$10.4K -1,362 -2%
PFGIA
63
Patriot Financial Group Insurance Agency
Massachusetts
$408K -$9.22K -1,208 -2%
PAG
64
Private Advisor Group
New Jersey
$408K -$8.13K -1,066 -2%
CTC
65
Central Trust Company
Missouri
$408K
Citadel Advisors
66
Citadel Advisors
Florida
$375K -$74.4K -9,743 -16%
MCA
67
MSH Capital Advisors
Arizona
$363K +$23.6K +3,087 +7%
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
$337K +$54.3K +7,119 +18%
Mercer Global Advisors
69
Mercer Global Advisors
Colorado
$326K -$18.9K -2,471 -5%
AAS
70
Ameritas Advisory Services
Nebraska
$319K -$59.1K -7,742 -15%
LA
71
LexAurum Advisors
Kansas
$304K +$145 +19 +0%
OC
72
Oppenheimer & Co
New York
$295K +$687 +90 +0.2%
CIA
73
Capital Investment Advisors
Georgia
$292K +$194K +25,401 +171%
WW
74
Waterfront Wealth
Kansas
$282K +$48.1K +6,300 +19%
UCFA
75
United Capital Financial Advisors
Texas
$275K +$45.5K +5,958 +19%

JPS Hedge Fund Activity: Q2 2022 in Review

217 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Securities Fund (JPS) for Q2 2022, worth a combined $276M — down 4.7% from $290M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new JPS positions and 23 closed out — a net gain of 3 holders — while 62 added to existing stakes and 68 trimmed.

The largest buyer was Rivernorth Capital Management, opening a new position worth an estimated $21.6M. The largest seller was Raymond James & Associates, cutting an estimated $2.82M.

  • 217 institutional investors held Nuveen Preferred & Income Securities Fund (JPS) as of Q2 2022, unchanged from Q1 2022.
  • Funds reported $276M of Nuveen Preferred & Income Securities Fund stock for Q2 2022, down 4.7% quarter-over-quarter.
  • 26 funds opened new Nuveen Preferred & Income Securities Fund positions in Q2 2022 and 23 closed out, a net change of +3 holders.
  • The largest Nuveen Preferred & Income Securities Fund buyer in Q2 2022 was Rivernorth Capital Management, an estimated $21.6M added.
  • The largest Nuveen Preferred & Income Securities Fund seller in Q2 2022 was Raymond James & Associates, an estimated $2.82M sold.

Based on aggregated 13F filings for Q2 2022.