We are live on ! Find out more
JPS

Nuveen Preferred & Income Securities Fund

Delisted

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

187 hedge funds and large institutions have $308M invested in Nuveen Preferred & Income Securities Fund in 2021 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 64 increasing their positions, 52 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 52

2% more capital invested

Capital invested by funds: $302M → $308M (+$6.28M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 15

2% less funds holding

Funds holding: 190187 (-3)

Holders
187
Holders Change
-3
Holders Change %
-1.58%
% of All Funds
3.26%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
64
Reduced
52
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NS
101
Newman & Schimel
Illinois
$195K
CSIC
102
Clifford Swan Investment Counsel
California
$192K
OIA
103
OneDigital Investment Advisors
Kansas
$185K
Citigroup
104
Citigroup
New York
$184K -$27K -2,748 -13%
Bank of New York Mellon
105
Bank of New York Mellon
New York
$180K +$178K +18,056 New
SRC
106
Shufro Rose & Co
New York
$172K
PFS
107
Prospera Financial Services
Texas
$172K +$171K +17,329 New
IFG
108
Independent Financial Group
California
$171K
RFN
109
RDA Financial Network
Iowa
$167K
First Trust Advisors
110
First Trust Advisors
Illinois
$166K +$2.41K +245 +1%
AIM
111
Anchor Investment Management
South Carolina
$164K +$462 +47 +0.3%
SBH
112
Segall Bryant & Hamill
Illinois
$163K
RA
113
RFG Advisory
Alabama
$162K -$17.9K -1,817 -10%
SBIA
114
Sheaff Brock Investment Advisors
Indiana
$156K +$9.2K +935 +6%
HCM
115
Hollencrest Capital Management
California
$150K
Carson Wealth (CWM LLC)
116
Carson Wealth (CWM LLC)
Nebraska
$149K
DBT
117
Dubuque Bank & Trust
Iowa
$148K
KOMWMG
118
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$145K +$2.2K +224 +2%
DTIM
119
Danda Trouve Investment Management
Kansas
$139K +$1.6K +163 +1%
RWA
120
Ropes Wealth Advisors
Massachusetts
$135K
NA
121
NewEdge Advisors
Louisiana
$134K -$4.41K -448 -3%
SGCA
122
Steel Grove Capital Advisors
Tennessee
$133K
SSW
123
Smith Shellnut Wilson
Mississippi
$129K
BRWA
124
B. Riley Wealth Advisors
Florida
$127K +$6.39K +649 +5%
VBCG
125
Valley Brook Capital Group
Pennsylvania
$125K -$9.84K -1,000 -7%

JPS Hedge Fund Activity: Q2 2021 in Review

187 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Securities Fund (JPS) for Q2 2021, worth a combined $308M — up 2.1% from $302M a quarter earlier.

Fund positioning in JPS was balanced in Q2 2021: 15 funds opened new positions, 15 closed out, 64 added to existing stakes and 52 trimmed.

The largest buyer was Bramshill Investments, adding an estimated $3.87M. The largest seller was Bank of America, cutting an estimated $3.74M.

  • 187 institutional investors held Nuveen Preferred & Income Securities Fund (JPS) as of Q2 2021, down from 190 in Q1 2021.
  • Funds reported $308M of Nuveen Preferred & Income Securities Fund stock for Q2 2021, up 2.1% quarter-over-quarter.
  • 15 funds opened new Nuveen Preferred & Income Securities Fund positions in Q2 2021 and 15 closed out, a net change of 0 holders.
  • The largest Nuveen Preferred & Income Securities Fund buyer in Q2 2021 was Bramshill Investments, an estimated $3.87M added.
  • The largest Nuveen Preferred & Income Securities Fund seller in Q2 2021 was Bank of America, an estimated $3.74M sold.

Based on aggregated 13F filings for Q2 2021.