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JPS

Nuveen Preferred & Income Securities Fund

Delisted

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

157 hedge funds and large institutions have $238M invested in Nuveen Preferred & Income Securities Fund in 2017 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 45 increasing their positions, 40 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 14

14% more funds holding

Funds holding: 138157 (+19)

13% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 40

1% less capital invested

Capital invested by funds: $241M → $238M (-$2.99M)

Holders
157
Holders Change
+19
Holders Change %
+13.77%
% of All Funds
3.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
34
Increased
45
Reduced
40
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FDCDDQ
126
Federation des caisses Desjardins du Quebec
Quebec, Canada
$30.6K
RFM
127
Royal Fund Management
Florida
$30K
HNB
128
Huntington National Bank
Ohio
$27K
RFA
129
Reilly Financial Advisors
California
$26K
HI
130
Hudock Inc
Pennsylvania
$24K +$587 +57 +2%
SEI Investments
131
SEI Investments
Pennsylvania
$23K
CFA
132
Carroll Financial Associates
North Carolina
$21K +$392 +38 +2%
Deutsche Bank
133
Deutsche Bank
Germany
$20K
PA
134
Parallel Advisors
California
$20K
SWMG
135
Signature Wealth Management Group
Georgia
$19K +$19.3K +1,875 New
WC
136
Westwind Capital
New Mexico
$17K +$17.5K +1,695 New
TCM
137
Tradewinds Capital Management
Washington
$16K +$12.9K +1,250 +396%
SNT
138
Security National Trust
West Virginia
$15K
KF
139
Krilogy Financial
Missouri
$14K
OIA
140
OneDigital Investment Advisors
Kansas
$13K
Fifth Third Bancorp
141
Fifth Third Bancorp
Ohio
$13K +$12.8K +1,243 New
WA
142
Winfield Associates
Ohio
$12K
MOS
143
MGO One Seven
Ohio
$12K +$11.6K +1,128 New
JWA
144
JFS Wealth Advisors
Pennsylvania
$11K
ClearBridge Investments
145
ClearBridge Investments
New York
$10K
WAP
146
Wealthcare Advisory Partners
Pennsylvania
$10K +$10.3K +1,000 New
CCM
147
Covington Capital Management
California
$9K
FWM
148
Focused Wealth Management
New York
$8K
Barclays
149
Barclays
United Kingdom
$7K
PS
150
Portfolio Strategies
New York
$7K +$7.49K +727 New

JPS Hedge Fund Activity: Q4 2017 in Review

157 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Securities Fund (JPS) for Q4 2017, worth a combined $238M — down 1.2% from $241M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new JPS positions and 14 closed out — a net gain of 20 holders — while 45 added to existing stakes and 40 trimmed.

The largest buyer was Burney Company, opening a new position worth an estimated $2.5M. The largest seller was Morgan Stanley, cutting an estimated $4.33M.

  • 157 institutional investors held Nuveen Preferred & Income Securities Fund (JPS) as of Q4 2017, up from 138 in Q3 2017.
  • Funds reported $238M of Nuveen Preferred & Income Securities Fund stock for Q4 2017, down 1.2% quarter-over-quarter.
  • 34 funds opened new Nuveen Preferred & Income Securities Fund positions in Q4 2017 and 14 closed out, a net change of +20 holders.
  • The largest Nuveen Preferred & Income Securities Fund buyer in Q4 2017 was Burney Company, an estimated $2.5M added.
  • The largest Nuveen Preferred & Income Securities Fund seller in Q4 2017 was Morgan Stanley, an estimated $4.33M sold.

Based on aggregated 13F filings for Q4 2017.