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JPS

Nuveen Preferred & Income Securities Fund

Delisted

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

172 hedge funds and large institutions have $224M invested in Nuveen Preferred & Income Securities Fund in 2019 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 51 increasing their positions, 51 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $213M → $224M (+$11.5M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 51

4% less funds holding

Funds holding: 180172 (-8)

16% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 31

Holders
172
Holders Change
-8
Holders Change %
-4.44%
% of All Funds
3.72%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
26
Increased
51
Reduced
51
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
101
B. Riley Wealth Advisors
Florida
$121K +$23.9K +2,696 +25%
OC
102
Oppenheimer & Co
New York
$120K -$8.27K -932 -7%
GFPC
103
Global Financial Private Capital
Florida
$120K
RJT
104
Raymond James Trust
Florida
$120K +$7.1K +800 +6%
GSWM
105
Golden State Wealth Management
California
$120K +$118K +13,341 New
SSW
106
Smith Shellnut Wilson
Mississippi
$117K
1SB
107
1ST Source Bank
Indiana
$116K +$115K +12,912 New
RA
108
RFG Advisory
Alabama
$115K +$113K +12,692 New
VIP
109
Vantage Investment Partners
Missouri
$111K
WCM
110
WealthBridge Capital Management
Ohio
$109K +$1.28K +144 +1%
CFA
111
Capstone Financial Advisors
Illinois
$108K
CPIG
112
Chicago Partners Investment Group
Illinois
$108K +$639 +72 +0.6%
NA
113
NewEdge Advisors
Louisiana
$103K -$16.1K -1,815 -14%
WANY
114
Wealthspire Advisors (New York)
New York
$101K -$356K -40,060 -78%
GLA
115
Good Life Advisors
Pennsylvania
$101K +$8.52K +960 +9%
DAS
116
Dynamic Advisor Solutions
Arizona
$96K -$20.7K -2,330 -18%
VCAM
117
Van Cleef Asset Management
Ohio
$95K
CT
118
Coastline Trust
Rhode Island
$94K
UR
119
USCA RIA
Texas
$93K -$44.4K -5,000 -33%
EDRIA
120
Edmonds Duncan Registered Investment Advisors
Kansas
$93K
9WM
121
9258 Wealth Management
Ohio
$93K +$994 +112 +1%
QOP
122
Quinn Opportunity Partners
Virginia
$90K
DWM
123
Destination Wealth Management
California
$81K
HWM
124
Holloway Wealth Management
Florida
$81K
CAC
125
Certified Advisory Corp
Florida
$73K +$5.12K +577 +8%

JPS Hedge Fund Activity: Q1 2019 in Review

172 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Securities Fund (JPS) for Q1 2019, worth a combined $224M — up 5.4% from $213M a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of JPS and 26 opened new positions — a net loss of 5 holders — while 51 trimmed existing stakes and 51 added.

The largest buyer was UBS Group, adding an estimated $19.5M. The largest seller was Rivernorth Capital Management, exiting entirely with an estimated $15.2M sold.

  • 172 institutional investors held Nuveen Preferred & Income Securities Fund (JPS) as of Q1 2019, down from 180 in Q4 2018.
  • Funds reported $224M of Nuveen Preferred & Income Securities Fund stock for Q1 2019, up 5.4% quarter-over-quarter.
  • 26 funds opened new Nuveen Preferred & Income Securities Fund positions in Q1 2019 and 31 closed out, a net change of -5 holders.
  • The largest Nuveen Preferred & Income Securities Fund buyer in Q1 2019 was UBS Group, an estimated $19.5M added.
  • The largest Nuveen Preferred & Income Securities Fund seller in Q1 2019 was Rivernorth Capital Management, an estimated $15.2M sold.

Based on aggregated 13F filings for Q1 2019.