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JPS

Nuveen Preferred & Income Securities Fund
JPS

Delisted

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

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222 hedge funds and large institutions have $332M invested in Nuveen Preferred & Income Securities Fund in 2023 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 73 increasing their positions, 63 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 17

16% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 63

6% more capital invested

Capital invested by funds: $313M → $332M (+$18.8M)

4% more funds holding

Funds holding: 213 → 222 (+9)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
222
Holders Change
+9
Holders Change %
+4.23%
% of All Funds
3.52%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
26
Increased
73
Reduced
63
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$8.34M
2
AU
Algebris (UK)
United Kingdom
+$7.97M
3
SCM
Saba Capital Management
New York
+$5.22M
4
SIA
Sit Investment Associates
Minnesota
+$4.91M
5
CIA
Capital Investment Advisors
Georgia
+$4.28M

Top Sellers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
-$16.6M
2
Cerity Partners
Cerity Partners
New York
-$2.46M
3
SFS
Sowell Financial Services
Arkansas
-$2.23M
4
WP
Woodline Partners
California
-$1.19M
5
JWM
Jupiter Wealth Management
Colorado
-$1.18M
Name Holding Trade Value Shares
Change 		Change in
Stake
MC
51
Mathes Company
New York
$701K – – –
LSC
52
Logan Stone Capital
Illinois
$690K +$712K +111,908 New
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$673K -$174K -27,310 -20%
PVM
54
Palogic Value Management
Texas
$641K -$31.4K -4,940 -5%
Baird Financial Group
55
Baird Financial Group
Wisconsin
$628K +$14.1K +2,211 +2%
IFO
56
Intrepid Family Office
Florida
$610K – – –
DC
57
Davenport & Co
Virginia
$605K +$9.25K +1,455 +2%
SDAM
58
Shulman DeMeo Asset Management
New York
$574K -$477 -75 -0.1%
WT
59
Whittier Trust
California
$552K +$104K +16,346 +22%
EP
60
Eudaimonia Partners
Tennessee
$551K – – –
AWM
61
Accel Wealth Management
Iowa
$530K -$1.78K -280 -0.3%
FM
62
Family Management
New York
$521K -$997K -156,815 -65%
WAP
63
Wealthcare Advisory Partners
Pennsylvania
$519K -$12.2K -1,923 -2%
ASFA
64
All Season Financial Advisors
Colorado
$510K +$24K +3,776 +5%
MSA
65
Marino Stram & Associates
Massachusetts
$494K – – –
Thrivent Financial for Lutherans
66
Thrivent Financial for Lutherans
Minnesota
$491K -$197K -31,000 -28%
Millennium Management
67
Millennium Management
New York
$482K +$75.1K +11,809 +18%
GC
68
Guggenheim Capital
Illinois
$464K -$204 -32 -0%
BC
69
Burney Company
Virginia
$421K -$102K -16,035 -19%
SIC
70
Samalin Investment Counsel
New York
$416K +$172K +27,047 +67%
SC
71
Stolper & Co
Oklahoma
$414K -$6.56K -1,032 -2%
WS
72
Wedbush Securities
California
$405K -$40.3K -6,335 -9%
Creative Planning
73
Creative Planning
Kansas
$403K +$349K +54,842 +521%
FEG
74
Financial Enhancement Group
Indiana
$402K +$22.3K +3,511 +5%
KAS
75
Kestra Advisory Services
Texas
$375K -$101K -15,864 -21%
1 2
3
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JPS Hedge Fund Activity: Q3 2023 in Review

222 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Securities Fund (JPS) for Q3 2023, worth a combined $332M — up 6% from $313M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new JPS positions and 17 closed out — a net gain of 9 holders — while 73 added to existing stakes and 63 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $8.34M. The largest seller was Rivernorth Capital Management, cutting an estimated $16.6M.

  • 222 institutional investors held Nuveen Preferred & Income Securities Fund (JPS) as of Q3 2023, up from 213 in Q2 2023.
  • Funds reported $332M of Nuveen Preferred & Income Securities Fund stock for Q3 2023, up 6% quarter-over-quarter.
  • 26 funds opened new Nuveen Preferred & Income Securities Fund positions in Q3 2023 and 17 closed out, a net change of +9 holders.
  • The largest Nuveen Preferred & Income Securities Fund buyer in Q3 2023 was Morgan Stanley, an estimated $8.34M added.
  • The largest Nuveen Preferred & Income Securities Fund seller in Q3 2023 was Rivernorth Capital Management, an estimated $16.6M sold.

Based on aggregated 13F filings for Q3 2023.