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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 $184M invested in Nuveen Preferred & Income Securities Fund in 2020 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 64 increasing their positions, 44 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 44

13% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 31

0% more funds holding

Funds holding: 195195 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

23% less capital invested

Capital invested by funds: $240M → $184M (-$55.4M)

Holders
195
Holders Change
Holders Change %
0%
% of All Funds
4.3%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
35
Increased
64
Reduced
44
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GLA
101
Good Life Advisors
Pennsylvania
$132K +$2.78K +300 +2%
SBIA
102
Sheaff Brock Investment Advisors
Indiana
$132K +$4.26K +460 +3%
FAIM
103
Financial Advocates Investment Management
Washington
$131K -$15.1K -1,627 -8%
Mercer Global Advisors
104
Mercer Global Advisors
Colorado
$122K +$40.4K +4,369 +35%
CSPIA
105
Cary Street Partners Investment Advisory
Virginia
$111K +$142K +15,311 New
HCM
106
Hollencrest Capital Management
California
$110K
CPIG
107
Chicago Partners Investment Group
Illinois
$109K +$2.26K +244 +2%
LNC
108
Lincoln National Corp
Pennsylvania
$109K +$139K +15,040 New
WA
109
Winfield Associates
Ohio
$108K
DAS
110
Dynamic Advisor Solutions
Arizona
$107K -$12K -1,300 -8%
HWM
111
Howard Wealth Management
Connecticut
$107K +$50.4K +5,450 +58%
IAIM
112
International Assets Investment Management
Florida
$105K +$134K +14,471 New
MML Investors Services
113
MML Investors Services
Massachusetts
$101K -$496K -53,620 -79%
KeyBank National Association
114
KeyBank National Association
Ohio
$101K
SBH
115
Segall Bryant & Hamill
Illinois
$101K
SGCA
116
Steel Grove Capital Advisors
Tennessee
$101K
MA
117
Mutual Advisors
Nebraska
$101K +$241 +26 +0.2%
Envestnet Asset Management
118
Envestnet Asset Management
Illinois
$96K -$37K -3,993 -23%
UAS
119
United Asset Strategies
New York
$94K -$16.2K -1,750 -12%
SSW
120
Smith Shellnut Wilson
Mississippi
$94K
SWM
121
SeaCrest Wealth Management
New York
$92K -$1.65K -178 -1%
CF
122
Centaurus Financial
California
$89K
9WM
123
9258 Wealth Management
Ohio
$89K +$1.73K +187 +2%
PSF
124
Pacific Sun Financial
California
$88K
CFA
125
Capstone Financial Advisors
Illinois
$87K

JPS Hedge Fund Activity: Q1 2020 in Review

195 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Securities Fund (JPS) for Q1 2020, worth a combined $184M — down 23% from $240M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new JPS positions and 31 closed out — a net gain of 4 holders — while 64 added to existing stakes and 44 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $16.1M. The largest seller was UBS Group, cutting an estimated $19M.

  • 195 institutional investors held Nuveen Preferred & Income Securities Fund (JPS) as of Q1 2020, unchanged from Q4 2019.
  • Funds reported $184M of Nuveen Preferred & Income Securities Fund stock for Q1 2020, down 23% quarter-over-quarter.
  • 35 funds opened new Nuveen Preferred & Income Securities Fund positions in Q1 2020 and 31 closed out, a net change of +4 holders.
  • The largest Nuveen Preferred & Income Securities Fund buyer in Q1 2020 was Raymond James & Associates, an estimated $16.1M added.
  • The largest Nuveen Preferred & Income Securities Fund seller in Q1 2020 was UBS Group, an estimated $19M sold.

Based on aggregated 13F filings for Q1 2020.