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JPS

Nuveen Preferred & Income Securities Fund

Delisted

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

218 hedge funds and large institutions have $330M invested in Nuveen Preferred & Income Securities Fund in 2021 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 55 increasing their positions, 55 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 20

14% more funds holding

Funds holding: 192218 (+26)

6% more capital invested

Capital invested by funds: $310M → $330M (+$19.6M)

0% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 55

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
218
Holders Change
+26
Holders Change %
+13.54%
% of All Funds
3.35%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
49
Increased
55
Reduced
55
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
126
Anchor Investment Management
South Carolina
$138K -$15.9K -1,648 -10%
SS
127
Sunbelt Securities
Texas
$136K -$142K -14,709 -49%
IAIM
128
International Assets Investment Management
Florida
$136K -$26K -2,695 -16%
KOMWMG
129
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$135K +$134K +13,868 New
CB
130
Commerce Bank
Missouri
$134K +$133K +13,757 New
RWA
131
Ropes Wealth Advisors
Massachusetts
$132K
Carson Wealth (CWM LLC)
132
Carson Wealth (CWM LLC)
Nebraska
$131K +$130K +13,441 New
FFA
133
First Foundation Advisors
California
$129K -$11.9K -1,239 -9%
MFG
134
Merit Financial Group
Georgia
$128K +$127K +13,179 New
SSW
135
Smith Shellnut Wilson
Mississippi
$126K
First Trust Advisors
136
First Trust Advisors
Illinois
$124K -$5.98K -620 -5%
VBCG
137
Valley Brook Capital Group
Pennsylvania
$122K
KWM
138
Kolinsky Wealth Management
New Jersey
$120K +$119K +12,296 New
9WM
139
9258 Wealth Management
Ohio
$119K +$2.19K +227 +2%
SGCA
140
Steel Grove Capital Advisors
Tennessee
$118K -$8.98K -931 -7%
PSF
141
Pacific Sun Financial
California
$118K
DWM
142
Denver Wealth Management
Colorado
$117K +$116K +12,000 New
LWM
143
Laidlaw Wealth Management
New York
$116K
1WA
144
180 Wealth Advisors
Washington
$115K +$8.12K +842 +7%
BCA
145
Bay Colony Advisors
Massachusetts
$114K -$3.12K -324 -3%
PAS
146
Park Avenue Securities
New York
$107K +$106K +11,032 New
SIG
147
Stonegate Investment Group
Alabama
$106K +$105K +10,940 New
IWC
148
Integrated Wealth Concepts
Massachusetts
$105K -$10.8K -1,117 -9%
CT
149
Coastline Trust
Rhode Island
$102K
AWG
150
Altus Wealth Group
Colorado
$100K

JPS Hedge Fund Activity: Q4 2021 in Review

218 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Securities Fund (JPS) for Q4 2021, worth a combined $330M — up 6.3% from $310M a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new JPS positions and 20 closed out — a net gain of 29 holders — while 55 added to existing stakes and 55 trimmed.

The largest buyer was Invesco, adding an estimated $6.12M. The largest seller was Moors & Cabot, cutting an estimated $2.56M.

  • 218 institutional investors held Nuveen Preferred & Income Securities Fund (JPS) as of Q4 2021, up from 192 in Q3 2021.
  • Funds reported $330M of Nuveen Preferred & Income Securities Fund stock for Q4 2021, up 6.3% quarter-over-quarter.
  • 49 funds opened new Nuveen Preferred & Income Securities Fund positions in Q4 2021 and 20 closed out, a net change of +29 holders.
  • The largest Nuveen Preferred & Income Securities Fund buyer in Q4 2021 was Invesco, an estimated $6.12M added.
  • The largest Nuveen Preferred & Income Securities Fund seller in Q4 2021 was Moors & Cabot, an estimated $2.56M sold.

Based on aggregated 13F filings for Q4 2021.