We are live on ! Find out more
JPS

Nuveen Preferred & Income Securities Fund

Delisted

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

206 hedge funds and large institutions have $276M invested in Nuveen Preferred & Income Securities Fund in 2022 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 73 increasing their positions, 52 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 52

0% less capital invested

Capital invested by funds: $276M → $276M (-$114K)

5% less funds holding

Funds holding: 217206 (-11)

33% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 24

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
206
Holders Change
-11
Holders Change %
-5.07%
% of All Funds
3.55%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
16
Increased
73
Reduced
52
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
76
Ameritas Advisory Services
Nebraska
$290K +$2.03K +276 +0.6%
HighTower Advisors
77
HighTower Advisors
Illinois
$287K +$98.5K +13,382 +44%
Northwestern Mutual Wealth Management
78
Northwestern Mutual Wealth Management
Wisconsin
$275K -$33.8K -4,588 -10%
WW
79
Waterfront Wealth
Kansas
$268K +$8.22K +1,117 +3%
OC
80
Oppenheimer & Co
New York
$260K -$7.25K -986 -2%
CAPTRUST Financial Advisors
81
CAPTRUST Financial Advisors
North Carolina
$254K +$284K +38,602 New
AWM
82
AE Wealth Management
Kansas
$251K +$6.48K +881 +2%
Mariner
83
Mariner
Kansas
$248K +$62.1K +8,438 +29%
PCM
84
Parsons Capital Management
Rhode Island
$216K
IAG
85
Investmark Advisory Group
Connecticut
$213K +$2.52K +342 +1%
RJT
86
Raymond James Trust
Florida
$201K +$13.5K +1,838 +6%
IFG
87
Independent Financial Group
California
$195K +$67.4K +9,166 +45%
LA
88
LexAurum Advisors
Kansas
$185K -$101K -13,771 -33%
PM
89
Penbrook Management
New York
$184K +$14.7K +2,000 +8%
DSC
90
Duncker Streett & Co
Missouri
$182K -$7.36K -1,000 -3%
SW
91
SVB Wealth
Massachusetts
$181K +$202K +27,500 New
APA
92
Astoria Portfolio Advisors
New York
$178K +$9.59K +1,303 +5%
WWM
93
Western Wealth Management
Colorado
$165K -$2.94K -400 -2%
AO
94
Advisor OS
Illinois
$162K
DA
95
Doliver Advisors
Texas
$155K -$65.1K -8,848 -27%
FHA
96
Flagship Harbor Advisors
Massachusetts
$154K +$221 +30 +0.1%
SWM
97
Spire Wealth Management
Virginia
$153K -$58K -7,877 -25%
DC
98
Davenport & Co
Virginia
$152K -$9.31K -1,265 -5%
IWA
99
IBEX Wealth Advisors
New Jersey
$146K
IA
100
IFP Advisors
Florida
$143K +$15.5K +2,113 +16%

JPS Hedge Fund Activity: Q3 2022 in Review

206 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Securities Fund (JPS) for Q3 2022, worth a combined $276M — down 0.04% from $276M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of JPS and 16 opened new positions — a net loss of 8 holders — while 52 trimmed existing stakes and 73 added.

The largest buyer was Sit Investment Associates, adding an estimated $13.4M. The largest seller was Wells Fargo, cutting an estimated $2.12M.

  • 206 institutional investors held Nuveen Preferred & Income Securities Fund (JPS) as of Q3 2022, down from 217 in Q2 2022.
  • Funds reported $276M of Nuveen Preferred & Income Securities Fund stock for Q3 2022, down 0.04% quarter-over-quarter.
  • 16 funds opened new Nuveen Preferred & Income Securities Fund positions in Q3 2022 and 24 closed out, a net change of -8 holders.
  • The largest Nuveen Preferred & Income Securities Fund buyer in Q3 2022 was Sit Investment Associates, an estimated $13.4M added.
  • The largest Nuveen Preferred & Income Securities Fund seller in Q3 2022 was Wells Fargo, an estimated $2.12M sold.

Based on aggregated 13F filings for Q3 2022.