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JPS

Nuveen Preferred & Income Securities Fund

Delisted

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

190 hedge funds and large institutions have $302M invested in Nuveen Preferred & Income Securities Fund in 2021 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 62 increasing their positions, 48 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 13

29% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 48

5% more capital invested

Capital invested by funds: $286M → $302M (+$15.1M)

1% more funds holding

Funds holding: 188190 (+2)

Holders
190
Holders Change
+2
Holders Change %
+1.06%
% of All Funds
3.34%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
62
Reduced
48
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
126
B. Riley Wealth Advisors
Florida
$118K +$3.46K +367 +3%
BCA
127
Bay Colony Advisors
Massachusetts
$117K +$2.69K +286 +2%
LWM
128
Laidlaw Wealth Management
New York
$116K -$23.5K -2,500 -17%
CF
129
Centaurus Financial
California
$116K
WA
130
Winfield Associates
Ohio
$116K
IP
131
Innovative Portfolios
Indiana
$116K +$113K +11,950 New
9WM
132
9258 Wealth Management
Ohio
$113K +$1.05K +112 +1%
WANY
133
Wealthspire Advisors (New York)
New York
$109K
WWM
134
Western Wealth Management
Colorado
$109K +$105K +11,200 New
UAS
135
United Asset Strategies
New York
$108K
AIP
136
Ahrens Investment Partners
Louisiana
$105K -$17.8K -1,894 -15%
RJT
137
Raymond James Trust
Florida
$103K -$26.4K -2,800 -21%
CT
138
Coastline Trust
Rhode Island
$102K
SFM
139
Signet Financial Management
New Jersey
$101K -$2.04K -217 -2%
AWG
140
Altus Wealth Group
Colorado
$101K
EDRIA
141
Edmonds Duncan Registered Investment Advisors
Kansas
$101K
SWA
142
SOA Wealth Advisors
New York
$98K -$25K -2,658 -21%
MW
143
MBL Wealth
North Carolina
$97K
HWM
144
Holloway Wealth Management
Florida
$87K
CAC
145
Certified Advisory Corp
Florida
$85K +$82.3K +8,741 New
AFG
146
Alterity Financial Group
Maine
$84K +$94.7K +10,050 New
WP
147
WealthShield Partners
North Carolina
$79K +$77K +8,171 New
TC
148
Truvestments Capital
Florida
$75K +$942 +100 +1%
CFGS
149
Concourse Financial Group Securities
Alabama
$72K
AWM
150
Avior Wealth Management
Nebraska
$61K +$641 +68 +1%

JPS Hedge Fund Activity: Q1 2021 in Review

190 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Securities Fund (JPS) for Q1 2021, worth a combined $302M — up 5.3% from $286M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new JPS positions and 13 closed out — a net gain of 6 holders — while 62 added to existing stakes and 48 trimmed.

The largest buyer was Parametric Portfolio Associates, adding an estimated $7.8M. The largest seller was Bramshill Investments, cutting an estimated $7.36M.

  • 190 institutional investors held Nuveen Preferred & Income Securities Fund (JPS) as of Q1 2021, up from 188 in Q4 2020.
  • Funds reported $302M of Nuveen Preferred & Income Securities Fund stock for Q1 2021, up 5.3% quarter-over-quarter.
  • 19 funds opened new Nuveen Preferred & Income Securities Fund positions in Q1 2021 and 13 closed out, a net change of +6 holders.
  • The largest Nuveen Preferred & Income Securities Fund buyer in Q1 2021 was Parametric Portfolio Associates, an estimated $7.8M added.
  • The largest Nuveen Preferred & Income Securities Fund seller in Q1 2021 was Bramshill Investments, an estimated $7.36M sold.

Based on aggregated 13F filings for Q1 2021.