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JPS

Nuveen Preferred & Income Securities Fund

Delisted

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

195 hedge funds and large institutions have $240M invested in Nuveen Preferred & Income Securities Fund in 2019 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 56 increasing their positions, 47 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 19

19% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 47

5% more funds holding

Funds holding: 185195 (+10)

2% less capital invested

Capital invested by funds: $246M → $240M (-$5.96M)

Holders
195
Holders Change
+10
Holders Change %
+5.41%
% of All Funds
3.84%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
31
Increased
56
Reduced
47
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WANY
126
Wealthspire Advisors (New York)
New York
$113K
OIA
127
OneDigital Investment Advisors
Kansas
$111K
AF
128
Advisornet Financial
Minnesota
$111K +$36.1K +3,600 +48%
WLPWM
129
Walled Lake Planning & Wealth Management
Illinois
$111K +$111K +11,068 New
9WM
130
9258 Wealth Management
Ohio
$109K +$2.15K +214 +2%
CIA
131
Capital Investment Advisors
Georgia
$105K -$24.3K -2,422 -19%
CT
132
Coastline Trust
Rhode Island
$105K
OC
133
Oppenheimer & Co
New York
$105K
EDRIA
134
Edmonds Duncan Registered Investment Advisors
Kansas
$104K
VCAM
135
Van Cleef Asset Management
Ohio
$101K -$4.71K -470 -4%
HWM
136
Howard Wealth Management
Connecticut
$93K +$93.7K +9,350 New
HWM
137
Holloway Wealth Management
Florida
$90K
PA
138
Parallel Advisors
California
$86K
PNC Financial Services Group
139
PNC Financial Services Group
Pennsylvania
$82K -$24.2K -2,412 -23%
CFGS
140
Concourse Financial Group Securities
Alabama
$74K +$16.9K +1,688 +30%
AWM
141
Atticus Wealth Management
Florida
$72K +$72.3K +7,215 New
CAC
142
Certified Advisory Corp
Florida
$65K +$812 +81 +1%
JP Morgan Chase
143
JP Morgan Chase
New York
$61K
TPWA
144
TRUE Private Wealth Advisors
Oregon
$60K +$60K +5,990 New
AWM
145
Avior Wealth Management
Nebraska
$60K +$60.9K +6,078 New
CT
146
Caldwell Trust
Florida
$50.3K +$50.3K +5,019 New
WTC
147
WhitTier Trust Company
Nevada
$50K
EFSCE
148
Enterprise Financial Services Corp (EFSC)
Missouri
$50K +$20K +2,000 +67%
WAP
149
Wealthcare Advisory Partners
Pennsylvania
$48K
CFB
150
Cullen/Frost Bankers
Texas
$46K

JPS Hedge Fund Activity: Q4 2019 in Review

195 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Securities Fund (JPS) for Q4 2019, worth a combined $240M — down 2.4% from $246M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new JPS positions and 19 closed out — a net gain of 12 holders — while 56 added to existing stakes and 47 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $2.28M. The largest seller was Vident Investment Advisory, exiting entirely with an estimated $11.3M sold.

  • 195 institutional investors held Nuveen Preferred & Income Securities Fund (JPS) as of Q4 2019, up from 185 in Q3 2019.
  • Funds reported $240M of Nuveen Preferred & Income Securities Fund stock for Q4 2019, down 2.4% quarter-over-quarter.
  • 31 funds opened new Nuveen Preferred & Income Securities Fund positions in Q4 2019 and 19 closed out, a net change of +12 holders.
  • The largest Nuveen Preferred & Income Securities Fund buyer in Q4 2019 was Commonwealth Equity Services, an estimated $2.28M added.
  • The largest Nuveen Preferred & Income Securities Fund seller in Q4 2019 was Vident Investment Advisory, an estimated $11.3M sold.

Based on aggregated 13F filings for Q4 2019.