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JPS

Nuveen Preferred & Income Securities Fund

Delisted

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

188 hedge funds and large institutions have $286M invested in Nuveen Preferred & Income Securities Fund in 2020 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 55 increasing their positions, 47 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 20

18% more capital invested

Capital invested by funds: $243M → $286M (+$43.2M)

17% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 47

7% more funds holding

Funds holding: 175188 (+13)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
188
Holders Change
+13
Holders Change %
+7.43%
% of All Funds
3.33%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
37
Increased
55
Reduced
47
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
76
Flagship Harbor Advisors
Massachusetts
$225K -$38.8K -4,219 -15%
SCA
77
Sage Capital Advisors
South Dakota
$224K -$19.3K -2,092 -8%
Lido Advisors
78
Lido Advisors
California
$223K
HKAM
79
Horizon Kinetics Asset Management
New York
$215K
WLPWM
80
Walled Lake Planning & Wealth Management
Illinois
$215K
GLA
81
Good Life Advisors
Pennsylvania
$213K
GCP
82
Gill Capital Partners
Colorado
$208K +$110 +12 +0.1%
ASN
83
Advisory Services Network
Georgia
$207K -$7.93K -862 -4%
SCA
84
Snowden Capital Advisors
New York
$201K -$10.1K -1,092 -5%
TFGT
85
TS Financial Group (TSFG)
Illinois
$199K
CIA
86
Capital Investment Advisors
Georgia
$196K -$3.7K -402 -2%
WA
87
WealthTrust Axiom
Pennsylvania
$196K +$442 +48 +0.2%
First Trust Advisors
88
First Trust Advisors
Illinois
$193K
TNB
89
TCF National Bank
South Dakota
$191K
HighTower Advisors
90
HighTower Advisors
Illinois
$191K +$6.72K +730 +4%
LCM
91
Landscape Capital Management
New Jersey
$189K +$179K +19,444 New
FAIM
92
Financial Advocates Investment Management
Washington
$188K -$3.68K -400 -2%
CSIC
93
Clifford Swan Investment Counsel
California
$186K
Creative Planning
94
Creative Planning
Kansas
$184K -$37.7K -4,096 -18%
IFG
95
Independent Financial Group
California
$184K +$4.6K +500 +3%
AWM
96
Accel Wealth Management
Iowa
$183K +$173K +18,822 New
SBIA
97
Sheaff Brock Investment Advisors
Indiana
$182K
OIA
98
OneDigital Investment Advisors
Kansas
$181K +$69K +7,500 +68%
MC
99
Mathes Company
New York
$180K +$170K +18,500 New
Mercer Global Advisors
100
Mercer Global Advisors
Colorado
$179K -$90.6K -9,844 -35%

JPS Hedge Fund Activity: Q4 2020 in Review

188 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Securities Fund (JPS) for Q4 2020, worth a combined $286M — up 18% from $243M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new JPS positions and 20 closed out — a net gain of 17 holders — while 55 added to existing stakes and 47 trimmed.

The largest buyer was Bramshill Investments, adding an estimated $9.26M. The largest seller was Avantax Advisory Services, cutting an estimated $1.32M.

  • 188 institutional investors held Nuveen Preferred & Income Securities Fund (JPS) as of Q4 2020, up from 175 in Q3 2020.
  • Funds reported $286M of Nuveen Preferred & Income Securities Fund stock for Q4 2020, up 18% quarter-over-quarter.
  • 37 funds opened new Nuveen Preferred & Income Securities Fund positions in Q4 2020 and 20 closed out, a net change of +17 holders.
  • The largest Nuveen Preferred & Income Securities Fund buyer in Q4 2020 was Bramshill Investments, an estimated $9.26M added.
  • The largest Nuveen Preferred & Income Securities Fund seller in Q4 2020 was Avantax Advisory Services, an estimated $1.32M sold.

Based on aggregated 13F filings for Q4 2020.