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JPS

Nuveen Preferred & Income Securities Fund

Delisted

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

195 hedge funds and large institutions have $240M invested in Nuveen Preferred & Income Securities Fund in 2019 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 56 increasing their positions, 47 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 19

19% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 47

5% more funds holding

Funds holding: 185195 (+10)

2% less capital invested

Capital invested by funds: $246M → $240M (-$5.96M)

Holders
195
Holders Change
+10
Holders Change %
+5.41%
% of All Funds
3.84%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
31
Increased
56
Reduced
47
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
101
Citadel Advisors
Florida
$159K +$159K +15,840 New
CWM
102
Connecticut Wealth Management
Connecticut
$153K
BSW
103
Buckingham Strategic Wealth
Missouri
$153K +$22.3K +2,227 +17%
HCM
104
Hollencrest Capital Management
California
$151K
Carson Wealth (CWM LLC)
105
Carson Wealth (CWM LLC)
Nebraska
$149K
WA
106
Winfield Associates
Ohio
$149K
UAS
107
United Asset Strategies
New York
$147K -$32.6K -3,250 -18%
SGCA
108
Steel Grove Capital Advisors
Tennessee
$140K -$4.98K -497 -3%
KeyBank National Association
109
KeyBank National Association
Ohio
$140K
MA
110
Mutual Advisors
Nebraska
$139K +$501 +50 +0.4%
SBH
111
Segall Bryant & Hamill
Illinois
$138K
CPIG
112
Chicago Partners Investment Group
Illinois
$136K +$13.5K +1,348 +11%
SSW
113
Smith Shellnut Wilson
Mississippi
$130K
SWM
114
SeaCrest Wealth Management
New York
$128K -$63.8K -6,367 -33%
1SB
115
1ST Source Bank
Indiana
$127K
Mercer Global Advisors
116
Mercer Global Advisors
Colorado
$125K -$180K -17,980 -59%
CF
117
Centaurus Financial
California
$123K
PSF
118
Pacific Sun Financial
California
$122K
CFA
119
Capstone Financial Advisors
Illinois
$120K
WCM
120
WealthBridge Capital Management
Ohio
$120K +$812 +81 +0.7%
VCM
121
Vigilant Capital Management
Maine
$120K +$120K +12,000 New
BRWA
122
B. Riley Wealth Advisors
Florida
$116K -$2.13K -213 -2%
NA
123
NewEdge Advisors
Louisiana
$115K
SFS
124
Sowell Financial Services
Arkansas
$115K +$23.2K +2,317 +25%
IAA
125
Independent Advisor Alliance
North Carolina
$115K +$115K +11,514 New

JPS Hedge Fund Activity: Q4 2019 in Review

195 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Securities Fund (JPS) for Q4 2019, worth a combined $240M — down 2.4% from $246M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new JPS positions and 19 closed out — a net gain of 12 holders — while 56 added to existing stakes and 47 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $2.28M. The largest seller was Vident Investment Advisory, exiting entirely with an estimated $11.3M sold.

  • 195 institutional investors held Nuveen Preferred & Income Securities Fund (JPS) as of Q4 2019, up from 185 in Q3 2019.
  • Funds reported $240M of Nuveen Preferred & Income Securities Fund stock for Q4 2019, down 2.4% quarter-over-quarter.
  • 31 funds opened new Nuveen Preferred & Income Securities Fund positions in Q4 2019 and 19 closed out, a net change of +12 holders.
  • The largest Nuveen Preferred & Income Securities Fund buyer in Q4 2019 was Commonwealth Equity Services, an estimated $2.28M added.
  • The largest Nuveen Preferred & Income Securities Fund seller in Q4 2019 was Vident Investment Advisory, an estimated $11.3M sold.

Based on aggregated 13F filings for Q4 2019.