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JPS

Nuveen Preferred & Income Securities Fund

Delisted

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

223 hedge funds and large institutions have $1.37B invested in Nuveen Preferred & Income Securities Fund in 2022 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 67 increasing their positions, 58 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

397% more capital invested

Capital invested by funds: $276M → $1.37B (+$1.1B)

88% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 26

16% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 58

8% more funds holding

Funds holding: 206223 (+17)

Holders
223
Holders Change
+17
Holders Change %
+8.25%
% of All Funds
3.58%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
49
Increased
67
Reduced
58
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
51
Thrivent Financial for Lutherans
Minnesota
$642K
SDAM
52
Shulman DeMeo Asset Management
New York
$641K -$42.2K -6,195 -6%
FC
53
FCA Corp
Texas
$630K +$82.5K +12,097 +15%
WT
54
Whittier Trust
California
$624K -$105K -15,383 -14%
EP
55
Eudaimonia Partners
Tennessee
$607K
AWM
56
Accel Wealth Management
Iowa
$605K +$26.3K +3,855 +5%
WAP
57
Wealthcare Advisory Partners
Pennsylvania
$594K +$12.1K +1,776 +2%
Baird Financial Group
58
Baird Financial Group
Wisconsin
$592K -$86.4K -12,666 -13%
BC
59
Burney Company
Virginia
$585K -$82.6K -12,116 -12%
MSA
60
Marino Stram & Associates
Massachusetts
$544K
ASFA
61
All Season Financial Advisors
Colorado
$534K +$16K +2,348 +3%
NA
62
NewEdge Advisors
Louisiana
$530K +$181K +26,522 +26%
IFO
63
Intrepid Family Office
Florida
$510K +$34.1K +5,000 +7%
SC
64
Stolper & Co
Oklahoma
$484K +$486K +71,244 New
WS
65
Wedbush Securities
California
$482K -$98.1K -14,381 -17%
FEG
66
Financial Enhancement Group
Indiana
$471K +$427K +62,598 New
Stifel Financial
67
Stifel Financial
Missouri
$468K +$31.8K +4,665 +7%
KAS
68
Kestra Advisory Services
Texas
$461K -$4.55K -668 -1%
CAPTRUST Financial Advisors
69
CAPTRUST Financial Advisors
North Carolina
$435K +$173K +25,403 +66%
IAIM
70
International Assets Investment Management
Florida
$420K +$296K +43,367 +236%
CPIG
71
Chicago Partners Investment Group
Illinois
$402K +$363K +53,184 New
AAS
72
Ameritas Advisory Services
Nebraska
$391K +$91.1K +13,361 +30%
CTC
73
Central Trust Company
Missouri
$378K
PFGIA
74
Patriot Financial Group Insurance Agency
Massachusetts
$374K -$1.21K -177 -0.3%
GC
75
Guggenheim Capital
Illinois
$347K -$39.1K -5,736 -10%

JPS Hedge Fund Activity: Q4 2022 in Review

223 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Securities Fund (JPS) for Q4 2022, worth a combined $1.37B — up 397% from $276M a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new JPS positions and 26 closed out — a net gain of 23 holders — while 67 added to existing stakes and 58 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $15.8M. The largest seller was Penn Mutual Asset Management, exiting entirely with an estimated $2.03M sold.

  • 223 institutional investors held Nuveen Preferred & Income Securities Fund (JPS) as of Q4 2022, up from 206 in Q3 2022.
  • Funds reported $1.37B of Nuveen Preferred & Income Securities Fund stock for Q4 2022, up 397% quarter-over-quarter.
  • 49 funds opened new Nuveen Preferred & Income Securities Fund positions in Q4 2022 and 26 closed out, a net change of +23 holders.
  • The largest Nuveen Preferred & Income Securities Fund buyer in Q4 2022 was Rivernorth Capital Management, an estimated $15.8M added.
  • The largest Nuveen Preferred & Income Securities Fund seller in Q4 2022 was Penn Mutual Asset Management, an estimated $2.03M sold.

Based on aggregated 13F filings for Q4 2022.