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JPS

Nuveen Preferred & Income Securities Fund

Delisted

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

195 hedge funds and large institutions have $184M invested in Nuveen Preferred & Income Securities Fund in 2020 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 64 increasing their positions, 44 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 44

13% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 31

0% more funds holding

Funds holding: 195195 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

23% less capital invested

Capital invested by funds: $240M → $184M (-$55.4M)

Holders
195
Holders Change
Holders Change %
0%
% of All Funds
4.3%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
35
Increased
64
Reduced
44
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
76
Citigroup
New York
$175K +$20.9K +2,260 +10%
SRC
77
Shufro Rose & Co
New York
$174K -$2.93K -317 -1%
SCA
78
Sage Capital Advisors
South Dakota
$171K +$1.31K +142 +0.6%
HKAM
79
Horizon Kinetics Asset Management
New York
$170K -$239K -25,774 -52%
Lido Advisors
80
Lido Advisors
California
$168K -$6.95K -751 -3%
ASN
81
Advisory Services Network
Georgia
$168K +$5.65K +611 +3%
SS
82
Sunbelt Securities
Texas
$164K -$487K -52,585 -70%
GCP
83
Gill Capital Partners
Colorado
$163K +$208K +22,497 New
Rockefeller Capital Management
84
Rockefeller Capital Management
New York
$161K +$169K +18,249 +459%
CWP
85
Capital Wealth Planning
Florida
$159K +$203K +21,950 New
RA
86
RFG Advisory
Alabama
$156K +$25.2K +2,725 +15%
AIM
87
Anchor Investment Management
South Carolina
$155K -$18K -1,945 -8%
US Bancorp
88
US Bancorp
Minnesota
$154K +$4.17K +451 +2%
First Trust Advisors
89
First Trust Advisors
Illinois
$152K +$26.6K +2,874 +16%
HighTower Advisors
90
HighTower Advisors
Illinois
$151K -$46.8K -5,062 -20%
CIA
91
Capital Investment Advisors
Georgia
$150K +$95K +10,268 +98%
SFM
92
Signet Financial Management
New Jersey
$149K -$18.1K -1,960 -9%
Carson Wealth (CWM LLC)
93
Carson Wealth (CWM LLC)
Nebraska
$149K
TFGT
94
TS Financial Group (TSFG)
Illinois
$148K -$37K -4,000 -16%
FFA
95
First Foundation Advisors
California
$145K
TNB
96
TCF National Bank
South Dakota
$142K -$37K -4,000 -17%
CSIC
97
Clifford Swan Investment Counsel
California
$139K
KOMWMG
98
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$139K +$1.8K +195 +1%
WA
99
WealthTrust Axiom
Pennsylvania
$138K
IFG
100
Independent Financial Group
California
$134K +$170K +18,403 New

JPS Hedge Fund Activity: Q1 2020 in Review

195 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Securities Fund (JPS) for Q1 2020, worth a combined $184M — down 23% from $240M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new JPS positions and 31 closed out — a net gain of 4 holders — while 64 added to existing stakes and 44 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $16.1M. The largest seller was UBS Group, cutting an estimated $19M.

  • 195 institutional investors held Nuveen Preferred & Income Securities Fund (JPS) as of Q1 2020, unchanged from Q4 2019.
  • Funds reported $184M of Nuveen Preferred & Income Securities Fund stock for Q1 2020, down 23% quarter-over-quarter.
  • 35 funds opened new Nuveen Preferred & Income Securities Fund positions in Q1 2020 and 31 closed out, a net change of +4 holders.
  • The largest Nuveen Preferred & Income Securities Fund buyer in Q1 2020 was Raymond James & Associates, an estimated $16.1M added.
  • The largest Nuveen Preferred & Income Securities Fund seller in Q1 2020 was UBS Group, an estimated $19M sold.

Based on aggregated 13F filings for Q1 2020.