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JPS

Nuveen Preferred & Income Securities Fund

Delisted

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

102 hedge funds and large institutions have $131M invested in Nuveen Preferred & Income Securities Fund in 2014 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 26 increasing their positions, 30 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

9% more funds holding

Funds holding: 94102 (+8)

5% more capital invested

Capital invested by funds: $125M → $131M (+$5.88M)

13% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 30

Holders
102
Holders Change
+8
Holders Change %
+8.51%
% of All Funds
2.93%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
26
Reduced
30
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NFG
76
Next Financial Group
Texas
$39K +$38.9K +4,376 New
US Bancorp
77
US Bancorp
Minnesota
$38K -$9.79K -1,100 -21%
S
78
SignatureFD
Georgia
$31K
Creative Planning
79
Creative Planning
Kansas
$27K -$13K -1,462 -33%
WRM
80
Westport Resources Management
Connecticut
$27K
PNC Financial Services Group
81
PNC Financial Services Group
Pennsylvania
$26K -$8.9K -1,000 -26%
DADC
82
D.A. Davidson & Co
Montana
$22K
M&T Bank
83
M&T Bank
New York
$18K +$8.9K +1,000 +100%
HI
84
Hudock Inc
Pennsylvania
$16K +$302 +34 +2%
BC
85
Bartlett & Co
Ohio
$14K
BCM
86
Blume Capital Management
California
$14K
MA
87
MUFG Americas
New York
$14K
PMFA
88
Plante Moran Financial Advisors
Michigan
$14K +$13.4K +1,510 New
ST
89
Somerset Trust
Pennsylvania
$13K
RIA
90
Regal Investment Advisors
Michigan
$9K
BRWM
91
B. Riley Wealth Management
Tennessee
$9K +$8.9K +1,000 New
TCOV
92
Trust Company of Vermont
Vermont
$7K
CCS
93
Crosspoint Capital Strategies
California
$6K
Bank of Montreal
94
Bank of Montreal
Ontario, Canada
$4K -$2K -225 -34%
NES
95
New England Securities
New York
$3K
Northwestern Mutual Wealth Management
96
Northwestern Mutual Wealth Management
Wisconsin
$3K
FWM
97
Focused Wealth Management
New York
$3K +$2.89K +325 New
SSB
98
Sandy Spring Bank
Maryland
$2K
BBPWM
99
Blue Bell Private Wealth Management
Pennsylvania
$2K +$36 +4 +2%
NMIS
100
Northwestern Mutual Investment Services
Wisconsin
$2K +$1.49K +167 New

JPS Hedge Fund Activity: Q2 2014 in Review

102 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Securities Fund (JPS) for Q2 2014, worth a combined $131M — up 4.7% from $125M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new JPS positions and 7 closed out — a net gain of 8 holders — while 26 added to existing stakes and 30 trimmed.

The largest buyer was Thrivent Financial for Lutherans, opening a new position worth an estimated $2.01M. The largest seller was Invesco, cutting an estimated $1.62M.

  • 102 institutional investors held Nuveen Preferred & Income Securities Fund (JPS) as of Q2 2014, up from 94 in Q1 2014.
  • Funds reported $131M of Nuveen Preferred & Income Securities Fund stock for Q2 2014, up 4.7% quarter-over-quarter.
  • 15 funds opened new Nuveen Preferred & Income Securities Fund positions in Q2 2014 and 7 closed out, a net change of +8 holders.
  • The largest Nuveen Preferred & Income Securities Fund buyer in Q2 2014 was Thrivent Financial for Lutherans, an estimated $2.01M added.
  • The largest Nuveen Preferred & Income Securities Fund seller in Q2 2014 was Invesco, an estimated $1.62M sold.

Based on aggregated 13F filings for Q2 2014.