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JPS

Nuveen Preferred & Income Securities Fund

Delisted

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

5 hedge funds and large institutions have $1.99M invested in Nuveen Preferred & Income Securities Fund in 2023 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 213 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 1

98% less funds holding

Funds holding: 2225 (-217)

99% less capital invested

Capital invested by funds: $332M → $1.99M (-$330M)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 213

Holders
5
Holders Change
-217
Holders Change %
-97.75%
% of All Funds
0.07%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
Increased
1
Reduced
1
Closed
213
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
101
Parsons Capital Management
Rhode Island
-$190K -30,875 Closed
IFG
102
Independent Financial Group
California
-$186K -30,130 Closed
SWM
103
Spire Wealth Management
Virginia
-$179K -29,070 Closed
CL
104
CSS LLC
Illinois
-$179K -29,000 Closed
DSC
105
Duncker Streett & Co
Missouri
-$171K -27,751 Closed
AAS
106
Ameritas Advisory Services
Nebraska
-$160K -27,026 Closed
AO
107
Advisor OS
Illinois
-$164K -26,602 Closed
TWM
108
Tradition Wealth Management
Minnesota
-$163K -26,347 Closed
BFG
109
Berger Financial Group
Minnesota
-$157K -25,492 Closed
LA
110
LexAurum Advisors
Kansas
-$156K -25,346 Closed
Northwestern Mutual Wealth Management
111
Northwestern Mutual Wealth Management
Wisconsin
-$148K -23,905 Closed
Wealth Enhancement Advisory Services
112
Wealth Enhancement Advisory Services
Minnesota
-$147K -23,863 Closed
WW
113
Waterfront Wealth
Kansas
-$137K -23,623 Closed
OC
114
Oppenheimer & Co
New York
-$145K -23,478 Closed
KA
115
Kovack Advisors
Florida
-$142K -23,000 Closed
WA
116
WealthTrust Axiom
Pennsylvania
-$134K -21,656 Closed
WPW
117
Watershed Private Wealth
Illinois
-$129K -20,881 Closed
WWM
118
Western Wealth Management
Colorado
-$129K -20,852 Closed
TFGT
119
TS Financial Group (TSFG)
Illinois
-$126K -20,450 Closed
TWA
120
TCI Wealth Advisors
Arizona
-$123K -19,875 Closed
MML Investors Services
121
MML Investors Services
Massachusetts
-$122K -19,747 Closed
RIA
122
Realta Investment Advisors
Delaware
-$123K -19,204 Closed
CSIC
123
Clifford Swan Investment Counsel
California
-$118K -19,166 Closed
LFAS
124
Level Four Advisory Services
Texas
-$117K -19,031 Closed
Jane Street
125
Jane Street
New York
-$117K -18,924 Closed

JPS Hedge Fund Activity: Q4 2023 in Review

5 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Securities Fund (JPS) for Q4 2023, worth a combined $1.99M — down 99% from $332M a quarter earlier.

Sellers outnumbered buyers: 213 funds closed out of JPS and 0 opened new positions — a net loss of 213 holders — while 1 trimmed existing stakes and 1 added.

The largest buyer was Beacon Capital Management LLC (Tennessee), adding an estimated $322. The largest seller was Morgan Stanley, exiting entirely with an estimated $46.8M sold.

  • 5 institutional investors held Nuveen Preferred & Income Securities Fund (JPS) as of Q4 2023, down from 222 in Q3 2023.
  • Funds reported $1.99M of Nuveen Preferred & Income Securities Fund stock for Q4 2023, down 99% quarter-over-quarter.
  • 0 funds opened new Nuveen Preferred & Income Securities Fund positions in Q4 2023 and 213 closed out, a net change of -213 holders.
  • The largest Nuveen Preferred & Income Securities Fund buyer in Q4 2023 was Beacon Capital Management LLC (Tennessee), an estimated $322 added.
  • The largest Nuveen Preferred & Income Securities Fund seller in Q4 2023 was Morgan Stanley, an estimated $46.8M sold.

Based on aggregated 13F filings for Q4 2023.