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JPS

Nuveen Preferred & Income Securities Fund

Delisted

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

173 hedge funds and large institutions have $258M invested in Nuveen Preferred & Income Securities Fund in 2018 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 54 increasing their positions, 44 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

33% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 21

23% more capital invested

Capital invested by funds: $210M → $258M (+$47.8M)

23% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 44

4% more funds holding

Funds holding: 166173 (+7)

Holders
173
Holders Change
+7
Holders Change %
+4.22%
% of All Funds
3.96%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
28
Increased
54
Reduced
44
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WSTAM
126
Wilbanks Smith & Thomas Asset Management
Virginia
$82K +$82.3K +9,300 New
DWM
127
Destination Wealth Management
California
$80K
HWM
128
Holloway Wealth Management
Florida
$79K
CAC
129
Certified Advisory Corp
Florida
$66K +$779 +88 +1%
Northwestern Mutual Wealth Management
130
Northwestern Mutual Wealth Management
Wisconsin
$63K +$14.5K +1,643 +30%
DSC
131
Duncker Streett & Co
Missouri
$57K +$1.06K +120 +2%
WAP
132
Wealthcare Advisory Partners
Pennsylvania
$53K +$11.7K +1,322 +28%
SPIA
133
Steward Partners Investment Advisory
New York
$52K
CWSR
134
Chessman Wealth Strategies RIA
Texas
$52K +$51.8K +5,855 New
US Bancorp
135
US Bancorp
Minnesota
$51K -$10.9K -1,228 -17%
WTC
136
WhitTier Trust Company
Nevada
$44K -$44.2K -5,000 -50%
CHC
137
City Holding Co
West Virginia
$39K
OIA
138
Optimum Investment Advisors
Illinois
$39K
BCWM
139
Bartlett & Co Wealth Management
Ohio
$30.6K
BC
140
Bartlett & Co
Ohio
$30K
WC
141
Westwind Capital
New Mexico
$30K +$16.7K +1,890 +121%
THWM
142
Taylor Hoffman Wealth Management
Virginia
$27K +$26.7K +3,020 New
FDCDDQ
143
Federation des caisses Desjardins du Quebec
Quebec, Canada
$26.4K
HNB
144
Huntington National Bank
Ohio
$23K
RFA
145
Reilly Financial Advisors
California
$22K
CFA
146
Carroll Financial Associates
North Carolina
$19K +$372 +42 +2%
Deutsche Bank
147
Deutsche Bank
Germany
$18K
SWMG
148
Signature Wealth Management Group
Georgia
$16K
Bank of Montreal
149
Bank of Montreal
Ontario, Canada
$16K +$885 +100 +6%
BA
150
Ballew Advisors
Mississippi
$14K +$150 +17 +1%

JPS Hedge Fund Activity: Q3 2018 in Review

173 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Securities Fund (JPS) for Q3 2018, worth a combined $258M — up 23% from $210M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new JPS positions and 21 closed out — a net gain of 7 holders — while 54 added to existing stakes and 44 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.99M. The largest seller was Bessemer Group, cutting an estimated $6.15M.

  • 173 institutional investors held Nuveen Preferred & Income Securities Fund (JPS) as of Q3 2018, up from 166 in Q2 2018.
  • Funds reported $258M of Nuveen Preferred & Income Securities Fund stock for Q3 2018, up 23% quarter-over-quarter.
  • 28 funds opened new Nuveen Preferred & Income Securities Fund positions in Q3 2018 and 21 closed out, a net change of +7 holders.
  • The largest Nuveen Preferred & Income Securities Fund buyer in Q3 2018 was Morgan Stanley, an estimated $1.99M added.
  • The largest Nuveen Preferred & Income Securities Fund seller in Q3 2018 was Bessemer Group, an estimated $6.15M sold.

Based on aggregated 13F filings for Q3 2018.