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JPS

Nuveen Preferred & Income Securities Fund

Delisted

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

157 hedge funds and large institutions have $238M invested in Nuveen Preferred & Income Securities Fund in 2017 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 45 increasing their positions, 40 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 14

14% more funds holding

Funds holding: 138157 (+19)

13% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 40

1% less capital invested

Capital invested by funds: $241M → $238M (-$2.99M)

Holders
157
Holders Change
+19
Holders Change %
+13.77%
% of All Funds
3.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
34
Increased
45
Reduced
40
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CSIC
76
Clifford Swan Investment Counsel
California
$195K
First Trust Advisors
77
First Trust Advisors
Illinois
$192K -$18.1K -1,752 -9%
WA
78
WealthTrust Axiom
Pennsylvania
$192K
ASN
79
Advisory Services Network
Georgia
$191K +$752 +73 +0.4%
PAG
80
Private Advisor Group
New Jersey
$178K -$105K -10,156 -37%
DC
81
Davenport & Co
Virginia
$176K +$25.8K +2,506 +17%
CWM
82
Connecticut Wealth Management
Connecticut
$174K
Millennium Management
83
Millennium Management
New York
$172K +$174K +16,881 New
EWM
84
Edge Wealth Management
New York
$168K
Comerica Bank
85
Comerica Bank
Texas
$167K
SCA
86
Snowden Capital Advisors
New York
$164K +$2.03K +197 +1%
YP
87
Yellowstone Partners
Idaho
$161K +$113 +11 +0.1%
BAM
88
Belpointe Asset Management
Nevada
$159K -$43.4K -4,208 -21%
SBH
89
Segall Bryant & Hamill
Illinois
$156K -$21.1K -2,051 -12%
RJT
90
Raymond James Trust
Florida
$156K -$12.3K -1,189 -7%
HCM
91
Hollencrest Capital Management
California
$154K -$12.5K -1,212 -7%
LNC
92
Lincoln National Corp
Pennsylvania
$145K +$146K +14,212 New
KSA
93
Ken Stern & Associates
California
$136K -$605K -58,699 -81%
AWM
94
AE Wealth Management
Kansas
$135K +$137K +13,264 New
SSW
95
Smith Shellnut Wilson
Mississippi
$133K
OC
96
Oppenheimer & Co
New York
$130K +$131K +12,741 New
SBIA
97
Sheaff Brock Investment Advisors
Indiana
$127K
AFP
98
Ausdal Financial Partners
Iowa
$127K +$1.31K +127 +1%
CPIG
99
Chicago Partners Investment Group
Illinois
$119K +$711 +69 +0.6%
VCWA
100
Vanguard Capital Wealth Advisors
Colorado
$118K +$120K +11,603 New

JPS Hedge Fund Activity: Q4 2017 in Review

157 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Securities Fund (JPS) for Q4 2017, worth a combined $238M — down 1.2% from $241M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new JPS positions and 14 closed out — a net gain of 20 holders — while 45 added to existing stakes and 40 trimmed.

The largest buyer was Burney Company, opening a new position worth an estimated $2.5M. The largest seller was Morgan Stanley, cutting an estimated $4.33M.

  • 157 institutional investors held Nuveen Preferred & Income Securities Fund (JPS) as of Q4 2017, up from 138 in Q3 2017.
  • Funds reported $238M of Nuveen Preferred & Income Securities Fund stock for Q4 2017, down 1.2% quarter-over-quarter.
  • 34 funds opened new Nuveen Preferred & Income Securities Fund positions in Q4 2017 and 14 closed out, a net change of +20 holders.
  • The largest Nuveen Preferred & Income Securities Fund buyer in Q4 2017 was Burney Company, an estimated $2.5M added.
  • The largest Nuveen Preferred & Income Securities Fund seller in Q4 2017 was Morgan Stanley, an estimated $4.33M sold.

Based on aggregated 13F filings for Q4 2017.