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JPS

Nuveen Preferred & Income Securities Fund

Delisted

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

183 hedge funds and large institutions have $234M invested in Nuveen Preferred & Income Securities Fund in 2019 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 53 increasing their positions, 51 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 7

6% more funds holding

Funds holding: 172183 (+11)

4% more capital invested

Capital invested by funds: $224M → $234M (+$9.9M)

4% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 51

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
183
Holders Change
+11
Holders Change %
+6.4%
% of All Funds
3.97%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
20
Increased
53
Reduced
51
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UR
126
USCA RIA
Texas
$98K
APSP
127
Asset Planning Services (Pennsylvania)
Pennsylvania
$98K +$43K +4,636 +81%
WCM
128
WealthBridge Capital Management
Ohio
$96K -$1.34K -144 -1%
QOP
129
Quinn Opportunity Partners
Virginia
$95K
TWM
130
Titus Wealth Management
California
$95K
CRC
131
Curi RMB Capital
Illinois
$95K +$92.9K +10,000 New
CWA
132
Clarus Wealth Advisors
Arizona
$93K -$55.3K -5,958 -38%
DSC
133
Duncker Streett & Co
Missouri
$93K +$28.3K +3,053 +45%
DWM
134
Destination Wealth Management
California
$86K
HWM
135
Holloway Wealth Management
Florida
$86K
PA
136
Parallel Advisors
California
$72K
CAC
137
Certified Advisory Corp
Florida
$70K -$7.46K -803 -10%
CFGS
138
Concourse Financial Group Securities
Alabama
$70K -$1.5K -161 -2%
PNC Financial Services Group
139
PNC Financial Services Group
Pennsylvania
$54K +$1.44K +155 +3%
Northwestern Mutual Wealth Management
140
Northwestern Mutual Wealth Management
Wisconsin
$52K +$28.8K +3,105 +129%
WTC
141
WhitTier Trust Company
Nevada
$48K
WAP
142
Wealthcare Advisory Partners
Pennsylvania
$46K
CFB
143
Cullen/Frost Bankers
Texas
$44K
CHC
144
City Holding Co
West Virginia
$42K
OIA
145
Optimum Investment Advisors
Illinois
$42K
TPWA
146
TRUE Private Wealth Advisors
Oregon
$40K +$39.1K +4,206 New
LC
147
Lindbrook Capital
California
$38K
BCWM
148
Bartlett & Co Wealth Management
Ohio
$33K
BC
149
Bartlett & Co
Ohio
$33K
THWM
150
Taylor Hoffman Wealth Management
Virginia
$29K

JPS Hedge Fund Activity: Q2 2019 in Review

183 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Securities Fund (JPS) for Q2 2019, worth a combined $234M — up 4.4% from $224M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new JPS positions and 7 closed out — a net gain of 13 holders — while 53 added to existing stakes and 51 trimmed.

The largest buyer was AE Wealth Management, opening a new position worth an estimated $1.06M. The largest seller was Morgan Stanley, cutting an estimated $2.69M.

  • 183 institutional investors held Nuveen Preferred & Income Securities Fund (JPS) as of Q2 2019, up from 172 in Q1 2019.
  • Funds reported $234M of Nuveen Preferred & Income Securities Fund stock for Q2 2019, up 4.4% quarter-over-quarter.
  • 20 funds opened new Nuveen Preferred & Income Securities Fund positions in Q2 2019 and 7 closed out, a net change of +13 holders.
  • The largest Nuveen Preferred & Income Securities Fund buyer in Q2 2019 was AE Wealth Management, an estimated $1.06M added.
  • The largest Nuveen Preferred & Income Securities Fund seller in Q2 2019 was Morgan Stanley, an estimated $2.69M sold.

Based on aggregated 13F filings for Q2 2019.