We are live on ! Find out more
JPS

Nuveen Preferred & Income Securities Fund

Delisted

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

217 hedge funds and large institutions have $290M invested in Nuveen Preferred & Income Securities Fund in 2022 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 70 increasing their positions, 59 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 59

15% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 26

0% less funds holding

Funds holding: 218217 (-1)

12% less capital invested

Capital invested by funds: $330M → $290M (-$39.9M)

Holders
217
Holders Change
-1
Holders Change %
-0.46%
% of All Funds
3.42%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
30
Increased
70
Reduced
59
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WWM
101
Western Wealth Management
Colorado
$209K +$218K +24,850 New
AO
102
Advisor OS
Illinois
$207K
GLA
103
Good Life Advisors
Pennsylvania
$206K +$27.7K +3,150 +15%
MIAN
104
Mariner Independent Advisor Network
Kansas
$204K +$29.7K +3,385 +16%
FHA
105
Flagship Harbor Advisors
Massachusetts
$196K -$16.4K -1,868 -7%
IWA
106
IBEX Wealth Advisors
New Jersey
$187K -$30.6K -3,488 -14%
WLPWM
107
Walled Lake Planning & Wealth Management
Illinois
$185K
Lido Advisors
108
Lido Advisors
California
$184K -$264 -30 -0.1%
HKAM
109
Horizon Kinetics Asset Management
New York
$183K -$2.56K -291 -1%
HA
110
HYA Advisors
Missouri
$181K
CC
111
Constitution Capital
Connecticut
$176K
Creative Planning
112
Creative Planning
Kansas
$175K -$54.6K -6,212 -23%
GCP
113
Gill Capital Partners
Colorado
$175K -$2.99K -340 -2%
TFGT
114
TS Financial Group (TSFG)
Illinois
$172K
NS
115
Newman & Schimel
Illinois
$165K
WA
116
WealthTrust Axiom
Pennsylvania
$165K
HNB
117
Huntington National Bank
Ohio
$164K
CSIC
118
Clifford Swan Investment Counsel
California
$161K
RFN
119
RDA Financial Network
Iowa
$155K +$14.1K +1,600 +10%
CRWM
120
Castle Rock Wealth Management
California
$152K -$107K -12,162 -39%
ASN
121
Advisory Services Network
Georgia
$149K -$24.6K -2,801 -14%
DTIM
122
Danda Trouve Investment Management
Kansas
$148K +$73.5K +8,372 +91%
CAC
123
Certified Advisory Corp
Florida
$140K +$146K +16,667 New
BRWA
124
B. Riley Wealth Advisors
Florida
$138K +$1.94K +221 +1%
SRC
125
Shufro Rose & Co
New York
$137K

JPS Hedge Fund Activity: Q1 2022 in Review

217 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Securities Fund (JPS) for Q1 2022, worth a combined $290M — down 12% from $330M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new JPS positions and 26 closed out — a net gain of 4 holders — while 70 added to existing stakes and 59 trimmed.

The largest buyer was Penserra Capital Management, adding an estimated $4.34M. The largest seller was Sit Investment Associates, cutting an estimated $9.19M.

  • 217 institutional investors held Nuveen Preferred & Income Securities Fund (JPS) as of Q1 2022, down from 218 in Q4 2021.
  • Funds reported $290M of Nuveen Preferred & Income Securities Fund stock for Q1 2022, down 12% quarter-over-quarter.
  • 30 funds opened new Nuveen Preferred & Income Securities Fund positions in Q1 2022 and 26 closed out, a net change of +4 holders.
  • The largest Nuveen Preferred & Income Securities Fund buyer in Q1 2022 was Penserra Capital Management, an estimated $4.34M added.
  • The largest Nuveen Preferred & Income Securities Fund seller in Q1 2022 was Sit Investment Associates, an estimated $9.19M sold.

Based on aggregated 13F filings for Q1 2022.