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JPS

Nuveen Preferred & Income Securities Fund

Delisted

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

217 hedge funds and large institutions have $276M invested in Nuveen Preferred & Income Securities Fund in 2022 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 62 increasing their positions, 68 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 23

0% more funds holding

Funds holding: 217217 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less capital invested

Capital invested by funds: $290M → $276M (-$13.5M)

9% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 68

Holders
217
Holders Change
Holders Change %
0%
% of All Funds
3.66%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
26
Increased
62
Reduced
68
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CC
101
Constitution Capital
Connecticut
$152K
IFG
102
Independent Financial Group
California
$149K -$685K -89,783 -81%
TFGT
103
TS Financial Group (TSFG)
Illinois
$148K
GLA
104
Good Life Advisors
Pennsylvania
$146K -$33.6K -4,400 -18%
WA
105
WealthTrust Axiom
Pennsylvania
$143K
HNB
106
Huntington National Bank
Ohio
$142K
CSIC
107
Clifford Swan Investment Counsel
California
$139K
Lido Advisors
108
Lido Advisors
California
$135K -$24.9K -3,268 -15%
RFN
109
RDA Financial Network
Iowa
$133K -$763 -100 -0.5%
ASN
110
Advisory Services Network
Georgia
$131K +$2.13K +279 +2%
CRWM
111
Castle Rock Wealth Management
California
$128K -$12.3K -1,617 -8%
DTIM
112
Danda Trouve Investment Management
Kansas
$128K +$443 +58 +0.3%
LP
113
Lloyd Park
Illinois
$127K +$130K +17,000 New
Creative Planning
114
Creative Planning
Kansas
$124K -$29.1K -3,808 -18%
FFWM
115
Future Financial Wealth Management
Ohio
$124K
IA
116
IFP Advisors
Florida
$124K
SRC
117
Shufro Rose & Co
New York
$119K
OA
118
Operose Advisors
Wisconsin
$118K
DJYG
119
David J. Yvars Group
Florida
$116K -$101K -13,215 -45%
RA
120
RFG Advisory
Alabama
$110K -$10K -1,311 -8%
HCM
121
Hollencrest Capital Management
California
$110K
AAS
122
Avantax Advisory Services
Texas
$106K +$4.4K +577 +4%
DBT
123
Dubuque Bank & Trust
Iowa
$105K
WTC
124
WhitTier Trust Company
Nevada
$104K +$70.9K +9,294 +186%
BRWA
125
B. Riley Wealth Advisors
Florida
$103K -$17.3K -2,263 -14%

JPS Hedge Fund Activity: Q2 2022 in Review

217 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Securities Fund (JPS) for Q2 2022, worth a combined $276M — down 4.7% from $290M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new JPS positions and 23 closed out — a net gain of 3 holders — while 62 added to existing stakes and 68 trimmed.

The largest buyer was Rivernorth Capital Management, opening a new position worth an estimated $21.6M. The largest seller was Raymond James & Associates, cutting an estimated $2.82M.

  • 217 institutional investors held Nuveen Preferred & Income Securities Fund (JPS) as of Q2 2022, unchanged from Q1 2022.
  • Funds reported $276M of Nuveen Preferred & Income Securities Fund stock for Q2 2022, down 4.7% quarter-over-quarter.
  • 26 funds opened new Nuveen Preferred & Income Securities Fund positions in Q2 2022 and 23 closed out, a net change of +3 holders.
  • The largest Nuveen Preferred & Income Securities Fund buyer in Q2 2022 was Rivernorth Capital Management, an estimated $21.6M added.
  • The largest Nuveen Preferred & Income Securities Fund seller in Q2 2022 was Raymond James & Associates, an estimated $2.82M sold.

Based on aggregated 13F filings for Q2 2022.