We are live on ! Find out more
JPS

Nuveen Preferred & Income Securities Fund

Delisted

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

185 hedge funds and large institutions have $246M invested in Nuveen Preferred & Income Securities Fund in 2019 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 57 increasing their positions, 50 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 16

14% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 50

1% more funds holding

Funds holding: 183185 (+2)

5% more capital invested

Capital invested by funds: $234M → $246M (+$11.7M)

Holders
185
Holders Change
+2
Holders Change %
+1.09%
% of All Funds
4.06%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
57
Reduced
50
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
101
Shaker Financial Services
Virginia
$158K -$304K -31,302 -66%
FAIM
102
Financial Advocates Investment Management
Washington
$154K +$185 +19 +0.1%
CWM
103
Connecticut Wealth Management
Connecticut
$150K
Carson Wealth (CWM LLC)
104
Carson Wealth (CWM LLC)
Nebraska
$149K
HCM
105
Hollencrest Capital Management
California
$149K
WA
106
Winfield Associates
Ohio
$147K +$145K +14,902 New
SGCA
107
Steel Grove Capital Advisors
Tennessee
$142K -$4.94K -508 -3%
KeyBank National Association
108
KeyBank National Association
Ohio
$137K
SBH
109
Segall Bryant & Hamill
Illinois
$136K -$24.3K -2,500 -15%
MA
110
Mutual Advisors
Nebraska
$136K +$379 +39 +0.3%
GSWM
111
Golden State Wealth Management
California
$134K +$719 +74 +0.5%
GLA
112
Good Life Advisors
Pennsylvania
$133K +$19.7K +2,030 +18%
RJT
113
Raymond James Trust
Florida
$129K
SSW
114
Smith Shellnut Wilson
Mississippi
$128K
BSW
115
Buckingham Strategic Wealth
Missouri
$128K +$127K +13,023 New
CIA
116
Capital Investment Advisors
Georgia
$127K -$19.8K -2,035 -14%
1SB
117
1ST Source Bank
Indiana
$125K
CF
118
Centaurus Financial
California
$121K -$26.8K -2,762 -18%
CPIG
119
Chicago Partners Investment Group
Illinois
$121K +$2K +206 +2%
PSF
120
Pacific Sun Financial
California
$120K
CFA
121
Capstone Financial Advisors
Illinois
$118K
Kovitz Investment Group Partners
122
Kovitz Investment Group Partners
Illinois
$118K +$117K +12,000 New
WCM
123
WealthBridge Capital Management
Ohio
$117K +$2.49K +256 +2%
BRWA
124
B. Riley Wealth Advisors
Florida
$116K -$11.6K -1,197 -9%
NA
125
NewEdge Advisors
Louisiana
$113K

JPS Hedge Fund Activity: Q3 2019 in Review

185 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Securities Fund (JPS) for Q3 2019, worth a combined $246M — up 5% from $234M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new JPS positions and 16 closed out — a net gain of 3 holders — while 57 added to existing stakes and 50 trimmed.

The largest buyer was Oxbow Advisors, adding an estimated $8.01M. The largest seller was Morgan Stanley, cutting an estimated $8.22M.

  • 185 institutional investors held Nuveen Preferred & Income Securities Fund (JPS) as of Q3 2019, up from 183 in Q2 2019.
  • Funds reported $246M of Nuveen Preferred & Income Securities Fund stock for Q3 2019, up 5% quarter-over-quarter.
  • 19 funds opened new Nuveen Preferred & Income Securities Fund positions in Q3 2019 and 16 closed out, a net change of +3 holders.
  • The largest Nuveen Preferred & Income Securities Fund buyer in Q3 2019 was Oxbow Advisors, an estimated $8.01M added.
  • The largest Nuveen Preferred & Income Securities Fund seller in Q3 2019 was Morgan Stanley, an estimated $8.22M sold.

Based on aggregated 13F filings for Q3 2019.