We are live on ! Find out more
JPS

Nuveen Preferred & Income Securities Fund

Delisted

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

180 hedge funds and large institutions have $219M invested in Nuveen Preferred & Income Securities Fund in 2020 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 57 increasing their positions, 50 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more capital invested

Capital invested by funds: $184M → $219M (+$34.7M)

14% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 50

8% less funds holding

Funds holding: 195180 (-15)

52% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 27

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
180
Holders Change
-15
Holders Change %
-7.69%
% of All Funds
3.69%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
13
Increased
57
Reduced
50
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IAIM
101
International Assets Investment Management
Florida
$122K
SWM
102
SeaCrest Wealth Management
New York
$122K +$14.6K +1,800 +14%
SGCA
103
Steel Grove Capital Advisors
Tennessee
$118K
WA
104
Winfield Associates
Ohio
$117K -$8.9K -1,100 -7%
SBH
105
Segall Bryant & Hamill
Illinois
$117K
Bank of New York Mellon
106
Bank of New York Mellon
New York
$112K -$384K -47,435 -78%
SSW
107
Smith Shellnut Wilson
Mississippi
$110K
CF
108
Centaurus Financial
California
$109K +$4.93K +610 +5%
SS
109
Sunbelt Securities
Texas
$107K -$80.1K -9,898 -44%
PSF
110
Pacific Sun Financial
California
$103K
LNC
111
Lincoln National Corp
Pennsylvania
$101K -$24.4K -3,022 -20%
BRWA
112
B. Riley Wealth Advisors
Florida
$99K +$235 +29 +0.2%
WANY
113
Wealthspire Advisors (New York)
New York
$95K
UAS
114
United Asset Strategies
New York
$94K -$14.2K -1,750 -14%
OIA
115
OneDigital Investment Advisors
Kansas
$94K
WLPWM
116
Walled Lake Planning & Wealth Management
Illinois
$94K
9WM
117
9258 Wealth Management
Ohio
$94K +$971 +120 +1%
BCA
118
Bay Colony Advisors
Massachusetts
$92K +$88.1K +10,887 New
CT
119
Coastline Trust
Rhode Island
$89K
HF
120
HRT Financial
New York
$89K +$85.6K +10,580 New
EDRIA
121
Edmonds Duncan Registered Investment Advisors
Kansas
$87K
PAS
122
Park Avenue Securities
New York
$86K +$82.8K +10,235 New
HWM
123
Holloway Wealth Management
Florida
$76K
CAC
124
Certified Advisory Corp
Florida
$72K +$15.9K +1,960 +30%
Bank of Montreal
125
Bank of Montreal
Ontario, Canada
$70K

JPS Hedge Fund Activity: Q2 2020 in Review

180 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Securities Fund (JPS) for Q2 2020, worth a combined $219M — up 19% from $184M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of JPS and 13 opened new positions — a net loss of 14 holders — while 50 trimmed existing stakes and 57 added.

The largest buyer was Sit Investment Associates, adding an estimated $10.8M. The largest seller was Raymond James & Associates, cutting an estimated $14.2M.

  • 180 institutional investors held Nuveen Preferred & Income Securities Fund (JPS) as of Q2 2020, down from 195 in Q1 2020.
  • Funds reported $219M of Nuveen Preferred & Income Securities Fund stock for Q2 2020, up 19% quarter-over-quarter.
  • 13 funds opened new Nuveen Preferred & Income Securities Fund positions in Q2 2020 and 27 closed out, a net change of -14 holders.
  • The largest Nuveen Preferred & Income Securities Fund buyer in Q2 2020 was Sit Investment Associates, an estimated $10.8M added.
  • The largest Nuveen Preferred & Income Securities Fund seller in Q2 2020 was Raymond James & Associates, an estimated $14.2M sold.

Based on aggregated 13F filings for Q2 2020.