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JPS

Nuveen Preferred & Income Securities Fund

Delisted

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

218 hedge funds and large institutions have $330M invested in Nuveen Preferred & Income Securities Fund in 2021 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 55 increasing their positions, 55 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 20

14% more funds holding

Funds holding: 192218 (+26)

6% more capital invested

Capital invested by funds: $310M → $330M (+$19.6M)

0% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 55

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
218
Holders Change
+26
Holders Change %
+13.54%
% of All Funds
3.35%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
49
Increased
55
Reduced
55
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFG
76
Berger Financial Group
Minnesota
$328K +$1.85K +192 +0.6%
ASFA
77
All Season Financial Advisors
Colorado
$326K -$46.6K -4,831 -13%
CA
78
Cetera Advisors
Colorado
$316K -$26K -2,693 -8%
SCA
79
Sage Capital Advisors
South Dakota
$312K -$2.76K -286 -0.9%
FAIM
80
Financial Advocates Investment Management
Washington
$312K +$53.9K +5,585 +21%
AGP
81
Autumn Glory Partners
Texas
$311K +$309K +32,048 New
APA
82
Astoria Portfolio Advisors
New York
$308K +$305K +31,647 New
UCFA
83
United Capital Financial Advisors
Texas
$307K -$10.1K -1,047 -3%
IAG
84
Investmark Advisory Group
Connecticut
$306K +$304K +31,536 New
GC
85
Guggenheim Capital
Illinois
$302K -$408K -42,339 -58%
DC
86
Davenport & Co
Virginia
$296K +$704 +73 +0.2%
RJT
87
Raymond James Trust
Florida
$288K +$33.8K +3,509 +13%
CRWM
88
Castle Rock Wealth Management
California
$286K -$18.1K -1,882 -6%
FM
89
Family Management
New York
$274K +$154K +16,006 +131%
AFP
90
Ausdal Financial Partners
Iowa
$265K -$27.8K -2,887 -10%
Creative Planning
91
Creative Planning
Kansas
$263K +$66.8K +6,929 +34%
DJYG
92
David J. Yvars Group
Florida
$258K
HighTower Advisors
93
HighTower Advisors
Illinois
$256K +$33.1K +3,432 +15%
IWA
94
IBEX Wealth Advisors
New Jersey
$250K -$102K -10,602 -29%
LC
95
Lindbrook Capital
California
$248K +$246K +25,500 New
FHA
96
Flagship Harbor Advisors
Massachusetts
$245K +$19K +1,971 +8%
AO
97
Advisor OS
Illinois
$239K
HKAM
98
Horizon Kinetics Asset Management
New York
$215K
WLPWM
99
Walled Lake Planning & Wealth Management
Illinois
$215K
Lido Advisors
100
Lido Advisors
California
$213K -$2.14K -222 -1%

JPS Hedge Fund Activity: Q4 2021 in Review

218 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Securities Fund (JPS) for Q4 2021, worth a combined $330M — up 6.3% from $310M a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new JPS positions and 20 closed out — a net gain of 29 holders — while 55 added to existing stakes and 55 trimmed.

The largest buyer was Invesco, adding an estimated $6.12M. The largest seller was Moors & Cabot, cutting an estimated $2.56M.

  • 218 institutional investors held Nuveen Preferred & Income Securities Fund (JPS) as of Q4 2021, up from 192 in Q3 2021.
  • Funds reported $330M of Nuveen Preferred & Income Securities Fund stock for Q4 2021, up 6.3% quarter-over-quarter.
  • 49 funds opened new Nuveen Preferred & Income Securities Fund positions in Q4 2021 and 20 closed out, a net change of +29 holders.
  • The largest Nuveen Preferred & Income Securities Fund buyer in Q4 2021 was Invesco, an estimated $6.12M added.
  • The largest Nuveen Preferred & Income Securities Fund seller in Q4 2021 was Moors & Cabot, an estimated $2.56M sold.

Based on aggregated 13F filings for Q4 2021.