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JPS

Nuveen Preferred & Income Securities Fund

Delisted

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

188 hedge funds and large institutions have $286M invested in Nuveen Preferred & Income Securities Fund in 2020 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 55 increasing their positions, 47 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 20

18% more capital invested

Capital invested by funds: $243M → $286M (+$43.2M)

17% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 47

7% more funds holding

Funds holding: 175188 (+13)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
188
Holders Change
+13
Holders Change %
+7.43%
% of All Funds
3.33%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
37
Increased
55
Reduced
47
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WA
126
Winfield Associates
Ohio
$116K -$2.76K -300 -2%
BRWA
127
B. Riley Wealth Advisors
Florida
$115K -$101 -11 -0.1%
BCA
128
Bay Colony Advisors
Massachusetts
$115K +$2.75K +299 +3%
9WM
129
9258 Wealth Management
Ohio
$112K +$1.55K +169 +1%
WANY
130
Wealthspire Advisors (New York)
New York
$109K
UAS
131
United Asset Strategies
New York
$108K
SFM
132
Signet Financial Management
New Jersey
$103K -$68.8K -7,479 -41%
CT
133
Coastline Trust
Rhode Island
$102K
DTIM
134
Danda Trouve Investment Management
Kansas
$101K +$1.58K +172 +2%
AWG
135
Altus Wealth Group
Colorado
$100K +$94.4K +10,257 New
EDRIA
136
Edmonds Duncan Registered Investment Advisors
Kansas
$98K
MW
137
MBL Wealth
North Carolina
$96K +$92K +10,000 New
HWM
138
Holloway Wealth Management
Florida
$88K
Bank of Montreal
139
Bank of Montreal
Ontario, Canada
$76K
TC
140
Truvestments Capital
Florida
$74K
CFGS
141
Concourse Financial Group Securities
Alabama
$72K +$16.1K +1,750 +31%
RCA
142
Ranch Capital Advisors
Florida
$71K
AWM
143
Avior Wealth Management
Nebraska
$60K +$1.26K +137 +2%
MF
144
Manchester Financial
California
$57K +$54.3K +5,900 New
RA
145
Reby Advisors
Connecticut
$50K +$47.6K +5,172 New
PNC Financial Services Group
146
PNC Financial Services Group
Pennsylvania
$49K -$12.1K -1,310 -21%
WTC
147
WhitTier Trust Company
Nevada
$49K
CFB
148
Cullen/Frost Bankers
Texas
$45K
OIA
149
Optimum Investment Advisors
Illinois
$43K
CBT
150
CoreFirst Bank & Trust
Kansas
$43K +$40.7K +4,417 New

JPS Hedge Fund Activity: Q4 2020 in Review

188 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Securities Fund (JPS) for Q4 2020, worth a combined $286M — up 18% from $243M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new JPS positions and 20 closed out — a net gain of 17 holders — while 55 added to existing stakes and 47 trimmed.

The largest buyer was Bramshill Investments, adding an estimated $9.26M. The largest seller was Avantax Advisory Services, cutting an estimated $1.32M.

  • 188 institutional investors held Nuveen Preferred & Income Securities Fund (JPS) as of Q4 2020, up from 175 in Q3 2020.
  • Funds reported $286M of Nuveen Preferred & Income Securities Fund stock for Q4 2020, up 18% quarter-over-quarter.
  • 37 funds opened new Nuveen Preferred & Income Securities Fund positions in Q4 2020 and 20 closed out, a net change of +17 holders.
  • The largest Nuveen Preferred & Income Securities Fund buyer in Q4 2020 was Bramshill Investments, an estimated $9.26M added.
  • The largest Nuveen Preferred & Income Securities Fund seller in Q4 2020 was Avantax Advisory Services, an estimated $1.32M sold.

Based on aggregated 13F filings for Q4 2020.