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JPS

Nuveen Preferred & Income Securities Fund

Delisted

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

157 hedge funds and large institutions have $238M invested in Nuveen Preferred & Income Securities Fund in 2017 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 45 increasing their positions, 40 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 14

14% more funds holding

Funds holding: 138157 (+19)

13% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 40

1% less capital invested

Capital invested by funds: $241M → $238M (-$2.99M)

Holders
157
Holders Change
+19
Holders Change %
+13.77%
% of All Funds
3.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
34
Increased
45
Reduced
40
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SB
101
Suntrust Banks
Georgia
$116K -$82.8K -8,038 -41%
MA
102
Mutual Advisors
Nebraska
$106K +$107K +10,382 New
Bank of New York Mellon
103
Bank of New York Mellon
New York
$105K -$70.5K -6,840 -40%
APSP
104
Asset Planning Services (Pennsylvania)
Pennsylvania
$105K
EDRIA
105
Edmonds Duncan Registered Investment Advisors
Kansas
$105K
VWA
106
V Wealth Advisors
Kansas
$105K +$108K +10,487 New
CF
107
Centaurus Financial
California
$103K +$104K +10,050 New
SS
108
Simplicity Solutions
Minnesota
$102K +$103K +10,000 New
FFW
109
Fusion Family Wealth
New York
$98K +$98.7K +9,573 New
IA
110
IFP Advisors
Florida
$95K -$772K -74,892 -89%
MA
111
MCF Advisors
Kentucky
$94K
VCM
112
Virtue Capital Management
Tennessee
$93K +$93.6K +9,079 New
HWM
113
Holloway Wealth Management
Florida
$92K
BFEC
114
Benjamin F. Edwards & Company
Missouri
$84K -$10.3K -1,000 -11%
CAC
115
Certified Advisory Corp
Florida
$74K +$75.1K +7,283 New
RWG
116
Regal Wealth Group
California
$70K -$10 -1 -0%
DSC
117
Duncker Streett & Co
Missouri
$65K -$25.8K -2,500 -28%
AC
118
Avestar Capital
New York
$59K +$60.1K +5,828 New
Northwestern Mutual Wealth Management
119
Northwestern Mutual Wealth Management
Wisconsin
$56K -$3.73K -362 -6%
CHC
120
City Holding Co
West Virginia
$45K
SPIA
121
Steward Partners Investment Advisory
New York
$39K
WB
122
Webster Bank
Connecticut
$39K
BC
123
Bartlett & Co
Ohio
$35K
CA
124
Calton & Associates
Florida
$35K +$37.6K +3,646 New
US Bancorp
125
US Bancorp
Minnesota
$33K -$4.62K -448 -12%

JPS Hedge Fund Activity: Q4 2017 in Review

157 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Securities Fund (JPS) for Q4 2017, worth a combined $238M — down 1.2% from $241M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new JPS positions and 14 closed out — a net gain of 20 holders — while 45 added to existing stakes and 40 trimmed.

The largest buyer was Burney Company, opening a new position worth an estimated $2.5M. The largest seller was Morgan Stanley, cutting an estimated $4.33M.

  • 157 institutional investors held Nuveen Preferred & Income Securities Fund (JPS) as of Q4 2017, up from 138 in Q3 2017.
  • Funds reported $238M of Nuveen Preferred & Income Securities Fund stock for Q4 2017, down 1.2% quarter-over-quarter.
  • 34 funds opened new Nuveen Preferred & Income Securities Fund positions in Q4 2017 and 14 closed out, a net change of +20 holders.
  • The largest Nuveen Preferred & Income Securities Fund buyer in Q4 2017 was Burney Company, an estimated $2.5M added.
  • The largest Nuveen Preferred & Income Securities Fund seller in Q4 2017 was Morgan Stanley, an estimated $4.33M sold.

Based on aggregated 13F filings for Q4 2017.