We are live on ! Find out more
JPS

Nuveen Preferred & Income Securities Fund

Delisted

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

5 hedge funds and large institutions have $1.99M invested in Nuveen Preferred & Income Securities Fund in 2023 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 213 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 1

98% less funds holding

Funds holding: 2225 (-217)

99% less capital invested

Capital invested by funds: $332M → $1.99M (-$330M)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 213

Holders
5
Holders Change
-217
Holders Change %
-97.75%
% of All Funds
0.07%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
Increased
1
Reduced
1
Closed
213
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
76
Creative Planning
Kansas
-$403K -65,364 Closed
KAS
77
Kestra Advisory Services
Texas
-$375K -60,767 Closed
Stifel Financial
78
Stifel Financial
Missouri
-$366K -59,398 Closed
SCA
79
Sage Capital Advisors
South Dakota
-$363K -58,903 Closed
PAG
80
Private Advisor Group
New Jersey
-$350K -56,731 Closed
Mariner
81
Mariner
Kansas
-$339K -54,873 Closed
TC
82
TownSquare Capital
Utah
-$309K -50,036 Closed
CTC
83
Central Trust Company
Missouri
-$307K -49,798 Closed
Comerica Bank
84
Comerica Bank
Texas
-$301K -48,804 Closed
MCA
85
MSH Capital Advisors
Arizona
-$297K -48,079 Closed
Rockefeller Capital Management
86
Rockefeller Capital Management
New York
-$284K -45,995 Closed
MWM
87
Melfa Wealth Management
Massachusetts
-$282K -45,781 Closed
IAIM
88
International Assets Investment Management
Florida
-$269K -43,747 Closed
RJT
89
Raymond James Trust
Florida
-$264K -42,757 Closed
IAG
90
Investmark Advisory Group
Connecticut
-$257K -41,670 Closed
WLPWM
91
Walled Lake Planning & Wealth Management
Illinois
-$255K -41,380 Closed
PFGIA
92
Patriot Financial Group Insurance Agency
Massachusetts
-$253K -41,075 Closed
ICMP
93
Integrated Capital Management (Pennsylvania)
Pennsylvania
-$241K -38,991 Closed
Mercer Global Advisors
94
Mercer Global Advisors
Colorado
-$240K -38,842 Closed
AAS
95
Avantax Advisory Services
Texas
-$238K -38,644 Closed
Susquehanna International Group
96
Susquehanna International Group
Pennsylvania
-$223K -36,150 Closed
DWP
97
Daymark Wealth Partners
Ohio
-$212K -34,392 Closed
CSC
98
Caldwell Sutter Capital
California
-$211K -34,254 Closed
PM
99
Penbrook Management
New York
-$210K -34,000 Closed
ASN
100
Advisory Services Network
Georgia
-$208K -33,709 Closed

JPS Hedge Fund Activity: Q4 2023 in Review

5 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Securities Fund (JPS) for Q4 2023, worth a combined $1.99M — down 99% from $332M a quarter earlier.

Sellers outnumbered buyers: 213 funds closed out of JPS and 0 opened new positions — a net loss of 213 holders — while 1 trimmed existing stakes and 1 added.

The largest buyer was Beacon Capital Management LLC (Tennessee), adding an estimated $322. The largest seller was Morgan Stanley, exiting entirely with an estimated $46.8M sold.

  • 5 institutional investors held Nuveen Preferred & Income Securities Fund (JPS) as of Q4 2023, down from 222 in Q3 2023.
  • Funds reported $1.99M of Nuveen Preferred & Income Securities Fund stock for Q4 2023, down 99% quarter-over-quarter.
  • 0 funds opened new Nuveen Preferred & Income Securities Fund positions in Q4 2023 and 213 closed out, a net change of -213 holders.
  • The largest Nuveen Preferred & Income Securities Fund buyer in Q4 2023 was Beacon Capital Management LLC (Tennessee), an estimated $322 added.
  • The largest Nuveen Preferred & Income Securities Fund seller in Q4 2023 was Morgan Stanley, an estimated $46.8M sold.

Based on aggregated 13F filings for Q4 2023.