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JPS

Nuveen Preferred & Income Securities Fund

Delisted

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

188 hedge funds and large institutions have $286M invested in Nuveen Preferred & Income Securities Fund in 2020 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 55 increasing their positions, 47 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 20

18% more capital invested

Capital invested by funds: $243M → $286M (+$43.2M)

17% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 47

7% more funds holding

Funds holding: 175188 (+13)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
188
Holders Change
+13
Holders Change %
+7.43%
% of All Funds
3.33%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
37
Increased
55
Reduced
47
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SRC
101
Shufro Rose & Co
New York
$169K
RA
102
RFG Advisory
Alabama
$167K -$17.2K -1,868 -9%
RFN
103
RDA Financial Network
Iowa
$163K
SBH
104
Segall Bryant & Hamill
Illinois
$158K
IAIM
105
International Assets Investment Management
Florida
$158K +$16.9K +1,836 +13%
AIM
106
Anchor Investment Management
South Carolina
$154K -$34.2K -3,719 -19%
Carson Wealth (CWM LLC)
107
Carson Wealth (CWM LLC)
Nebraska
$149K
HCM
108
Hollencrest Capital Management
California
$147K
DBT
109
Dubuque Bank & Trust
Iowa
$144K +$136K +14,825 New
LWM
110
Laidlaw Wealth Management
New York
$141K +$133K +14,450 New
KOMWMG
111
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$138K -$20.6K -2,240 -14%
CFA
112
Capstone Financial Advisors
Illinois
$138K +$11K +1,195 +9%
CPIG
113
Chicago Partners Investment Group
Illinois
$135K +$1.28K +139 +1%
RWA
114
Ropes Wealth Advisors
Massachusetts
$132K +$125K +13,590 New
VBCG
115
Valley Brook Capital Group
Pennsylvania
$132K +$125K +13,634 New
DAS
116
Dynamic Advisor Solutions
Arizona
$130K -$12K -1,300 -9%
RJT
117
Raymond James Trust
Florida
$130K
SGCA
118
Steel Grove Capital Advisors
Tennessee
$130K
SSW
119
Smith Shellnut Wilson
Mississippi
$126K
PCM
120
Parsons Capital Management
Rhode Island
$125K +$118K +12,800 New
AIP
121
Ahrens Investment Partners
Louisiana
$124K -$132K -14,394 -53%
SWA
122
SOA Wealth Advisors
New York
$124K +$118K +12,786 New
CA
123
Cetera Advisors
Colorado
$120K -$202K -21,950 -64%
SWM
124
SeaCrest Wealth Management
New York
$117K -$11.9K -1,291 -10%
CF
125
Centaurus Financial
California
$116K -$8.58K -932 -7%

JPS Hedge Fund Activity: Q4 2020 in Review

188 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Securities Fund (JPS) for Q4 2020, worth a combined $286M — up 18% from $243M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new JPS positions and 20 closed out — a net gain of 17 holders — while 55 added to existing stakes and 47 trimmed.

The largest buyer was Bramshill Investments, adding an estimated $9.26M. The largest seller was Avantax Advisory Services, cutting an estimated $1.32M.

  • 188 institutional investors held Nuveen Preferred & Income Securities Fund (JPS) as of Q4 2020, up from 175 in Q3 2020.
  • Funds reported $286M of Nuveen Preferred & Income Securities Fund stock for Q4 2020, up 18% quarter-over-quarter.
  • 37 funds opened new Nuveen Preferred & Income Securities Fund positions in Q4 2020 and 20 closed out, a net change of +17 holders.
  • The largest Nuveen Preferred & Income Securities Fund buyer in Q4 2020 was Bramshill Investments, an estimated $9.26M added.
  • The largest Nuveen Preferred & Income Securities Fund seller in Q4 2020 was Avantax Advisory Services, an estimated $1.32M sold.

Based on aggregated 13F filings for Q4 2020.