We are live on ! Find out more
JPS

Nuveen Preferred & Income Securities Fund

Delisted

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

195 hedge funds and large institutions have $184M invested in Nuveen Preferred & Income Securities Fund in 2020 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 64 increasing their positions, 44 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 44

13% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 31

0% more funds holding

Funds holding: 195195 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

23% less capital invested

Capital invested by funds: $240M → $184M (-$55.4M)

Holders
195
Holders Change
Holders Change %
0%
% of All Funds
4.3%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
35
Increased
64
Reduced
44
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
126
B. Riley Wealth Advisors
Florida
$85K +$1.07K +116 +1%
WANY
127
Wealthspire Advisors (New York)
New York
$82K
OIA
128
OneDigital Investment Advisors
Kansas
$81K
OC
129
Oppenheimer & Co
New York
$81K +$5.71K +617 +6%
WLPWM
130
Walled Lake Planning & Wealth Management
Illinois
$80K
CT
131
Coastline Trust
Rhode Island
$76K
EDRIA
132
Edmonds Duncan Registered Investment Advisors
Kansas
$75K
MA
133
MUFG Americas
New York
$74K +$94.6K +10,225 New
WAM
134
Wolverine Asset Management
Illinois
$74K +$95.4K +10,310 New
HWM
135
Holloway Wealth Management
Florida
$65K
Bank of Montreal
136
Bank of Montreal
Ontario, Canada
$56K -$4.53M -489,275 -98%
TC
137
Truvestments Capital
Florida
$56K +$71.7K +7,750 New
CFGS
138
Concourse Financial Group Securities
Alabama
$54K
PNC Financial Services Group
139
PNC Financial Services Group
Pennsylvania
$51K -$11K -1,192 -14%
LWS
140
Lucia Wealth Services
California
$51K +$64.8K +7,000 New
CAC
141
Certified Advisory Corp
Florida
$47K +$379 +41 +0.6%
AWM
142
Avior Wealth Management
Nebraska
$44K
LC
143
Lindbrook Capital
California
$44K +$18.5K +2,000 +50%
AF
144
Advisornet Financial
Minnesota
$40K -$51.8K -5,600 -50%
OPS
145
Orion Portfolio Solutions
Nebraska
$37K +$47.7K +5,151 New
CT
146
Caldwell Trust
Florida
$36.4K
EFSCE
147
Enterprise Financial Services Corp (EFSC)
Missouri
$36K
WTC
148
WhitTier Trust Company
Nevada
$36K
WAP
149
Wealthcare Advisory Partners
Pennsylvania
$36K +$1.06K +115 +2%
CFB
150
Cullen/Frost Bankers
Texas
$33K

JPS Hedge Fund Activity: Q1 2020 in Review

195 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Securities Fund (JPS) for Q1 2020, worth a combined $184M — down 23% from $240M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new JPS positions and 31 closed out — a net gain of 4 holders — while 64 added to existing stakes and 44 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $16.1M. The largest seller was UBS Group, cutting an estimated $19M.

  • 195 institutional investors held Nuveen Preferred & Income Securities Fund (JPS) as of Q1 2020, unchanged from Q4 2019.
  • Funds reported $184M of Nuveen Preferred & Income Securities Fund stock for Q1 2020, down 23% quarter-over-quarter.
  • 35 funds opened new Nuveen Preferred & Income Securities Fund positions in Q1 2020 and 31 closed out, a net change of +4 holders.
  • The largest Nuveen Preferred & Income Securities Fund buyer in Q1 2020 was Raymond James & Associates, an estimated $16.1M added.
  • The largest Nuveen Preferred & Income Securities Fund seller in Q1 2020 was UBS Group, an estimated $19M sold.

Based on aggregated 13F filings for Q1 2020.