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JPS

Nuveen Preferred & Income Securities Fund

Delisted

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

223 hedge funds and large institutions have $1.37B invested in Nuveen Preferred & Income Securities Fund in 2022 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 67 increasing their positions, 58 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

397% more capital invested

Capital invested by funds: $276M → $1.37B (+$1.1B)

88% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 26

16% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 58

8% more funds holding

Funds holding: 206223 (+17)

Holders
223
Holders Change
+17
Holders Change %
+8.25%
% of All Funds
3.58%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
49
Increased
67
Reduced
58
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PM
101
Penbrook Management
New York
$190K
DSC
102
Duncker Streett & Co
Missouri
$189K
Citadel Advisors
103
Citadel Advisors
Florida
$178K -$182K -26,649 -50%
TWM
104
Tradition Wealth Management
Minnesota
$172K +$127K +18,658 +279%
AO
105
Advisor OS
Illinois
$167K
SWM
106
Spire Wealth Management
Virginia
$163K +$4.58K +672 +3%
FPAS
107
Focus Partners Advisor Solutions
Missouri
$158K +$66.1K +9,693 +72%
Northern Trust
108
Northern Trust
Illinois
$157K +$158K +23,104 New
QC
109
Quantedge Capital
Singapore
$155K -$299K -43,900 -66%
CA
110
Claro Advisors
Massachusetts
$153K +$153K +22,500 New
IWA
111
IBEX Wealth Advisors
New Jersey
$151K
ASN
112
Advisory Services Network
Georgia
$148K +$7.59K +1,113 +5%
AAS
113
Avantax Advisory Services
Texas
$148K +$55.4K +8,121 +60%
SCA
114
Snowden Capital Advisors
New York
$147K -$215K -31,568 -59%
WWM
115
Western Wealth Management
Colorado
$146K -$20.3K -2,975 -12%
IFG
116
Independent Financial Group
California
$144K -$57.8K -8,478 -29%
FHA
117
Flagship Harbor Advisors
Massachusetts
$140K -$19K -2,791 -12%
TFGT
118
TS Financial Group (TSFG)
Illinois
$139K
IA
119
IFP Advisors
Florida
$138K -$4.76K -698 -5%
WA
120
WealthTrust Axiom
Pennsylvania
$132K -$2.05K -301 -2%
CSIC
121
Clifford Swan Investment Counsel
California
$130K
LFAS
122
Level Four Advisory Services
Texas
$122K +$40.3K +5,912 +49%
WPW
123
Watershed Private Wealth
Illinois
$122K +$122K +17,872 New
FFWM
124
Future Financial Wealth Management
Ohio
$121K -$12.3K -1,811 -9%
RFN
125
RDA Financial Network
Iowa
$121K -$2.05K -300 -2%

JPS Hedge Fund Activity: Q4 2022 in Review

223 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Securities Fund (JPS) for Q4 2022, worth a combined $1.37B — up 397% from $276M a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new JPS positions and 26 closed out — a net gain of 23 holders — while 67 added to existing stakes and 58 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $15.8M. The largest seller was Penn Mutual Asset Management, exiting entirely with an estimated $2.03M sold.

  • 223 institutional investors held Nuveen Preferred & Income Securities Fund (JPS) as of Q4 2022, up from 206 in Q3 2022.
  • Funds reported $1.37B of Nuveen Preferred & Income Securities Fund stock for Q4 2022, up 397% quarter-over-quarter.
  • 49 funds opened new Nuveen Preferred & Income Securities Fund positions in Q4 2022 and 26 closed out, a net change of +23 holders.
  • The largest Nuveen Preferred & Income Securities Fund buyer in Q4 2022 was Rivernorth Capital Management, an estimated $15.8M added.
  • The largest Nuveen Preferred & Income Securities Fund seller in Q4 2022 was Penn Mutual Asset Management, an estimated $2.03M sold.

Based on aggregated 13F filings for Q4 2022.