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JPS

Nuveen Preferred & Income Securities Fund

Delisted

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

190 hedge funds and large institutions have $302M invested in Nuveen Preferred & Income Securities Fund in 2021 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 62 increasing their positions, 48 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 13

29% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 48

5% more capital invested

Capital invested by funds: $286M → $302M (+$15.1M)

1% more funds holding

Funds holding: 188190 (+2)

Holders
190
Holders Change
+2
Holders Change %
+1.06%
% of All Funds
3.34%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
62
Reduced
48
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CSIC
101
Clifford Swan Investment Counsel
California
$186K
OIA
102
OneDigital Investment Advisors
Kansas
$181K
RA
103
RFG Advisory
Alabama
$176K +$801 +85 +0.5%
SRC
104
Shufro Rose & Co
New York
$168K -$688 -73 -0.4%
IFG
105
Independent Financial Group
California
$167K -$16.5K -1,750 -9%
RFN
106
RDA Financial Network
Iowa
$163K
AIC
107
Ameritas Investment Company
Nebraska
$161K -$252K -26,739 -62%
AIM
108
Anchor Investment Management
South Carolina
$159K +$5.17K +549 +3%
First Trust Advisors
109
First Trust Advisors
Illinois
$159K -$32.2K -3,416 -17%
SBH
110
Segall Bryant & Hamill
Illinois
$158K
FIA
111
FNY Investment Advisers
New York
$156K +$152K +16,133 New
Carson Wealth (CWM LLC)
112
Carson Wealth (CWM LLC)
Nebraska
$149K
HCM
113
Hollencrest Capital Management
California
$147K
DBT
114
Dubuque Bank & Trust
Iowa
$144K
SBIA
115
Sheaff Brock Investment Advisors
Indiana
$143K -$37.7K -4,000 -21%
KOMWMG
116
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$139K +$1.36K +144 +1%
CFA
117
Capstone Financial Advisors
Illinois
$138K
NA
118
NewEdge Advisors
Louisiana
$135K +$131K +13,926 New
RWA
119
Ropes Wealth Advisors
Massachusetts
$134K
DTIM
120
Danda Trouve Investment Management
Kansas
$134K +$32.2K +3,416 +33%
VBCG
121
Valley Brook Capital Group
Pennsylvania
$132K
CA
122
Cetera Advisors
Colorado
$132K +$12.3K +1,301 +11%
SGCA
123
Steel Grove Capital Advisors
Tennessee
$130K
SSW
124
Smith Shellnut Wilson
Mississippi
$126K
LFAS
125
Level Four Advisory Services
Texas
$122K +$118K +12,528 New

JPS Hedge Fund Activity: Q1 2021 in Review

190 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Securities Fund (JPS) for Q1 2021, worth a combined $302M — up 5.3% from $286M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new JPS positions and 13 closed out — a net gain of 6 holders — while 62 added to existing stakes and 48 trimmed.

The largest buyer was Parametric Portfolio Associates, adding an estimated $7.8M. The largest seller was Bramshill Investments, cutting an estimated $7.36M.

  • 190 institutional investors held Nuveen Preferred & Income Securities Fund (JPS) as of Q1 2021, up from 188 in Q4 2020.
  • Funds reported $302M of Nuveen Preferred & Income Securities Fund stock for Q1 2021, up 5.3% quarter-over-quarter.
  • 19 funds opened new Nuveen Preferred & Income Securities Fund positions in Q1 2021 and 13 closed out, a net change of +6 holders.
  • The largest Nuveen Preferred & Income Securities Fund buyer in Q1 2021 was Parametric Portfolio Associates, an estimated $7.8M added.
  • The largest Nuveen Preferred & Income Securities Fund seller in Q1 2021 was Bramshill Investments, an estimated $7.36M sold.

Based on aggregated 13F filings for Q1 2021.