We are live on ! Find out more
JPS

Nuveen Preferred & Income Securities Fund

Delisted

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

217 hedge funds and large institutions have $276M invested in Nuveen Preferred & Income Securities Fund in 2022 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 62 increasing their positions, 68 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 23

0% more funds holding

Funds holding: 217217 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less capital invested

Capital invested by funds: $290M → $276M (-$13.5M)

9% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 68

Holders
217
Holders Change
Holders Change %
0%
% of All Funds
3.66%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
26
Increased
62
Reduced
68
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KCPG
126
Kavar Capital Partners Group
Kansas
$103K +$109K +14,250 New
NS
127
Newman & Schimel
Illinois
$101K -$43.3K -5,680 -29%
AWG
128
Altus Wealth Group
Colorado
$101K
OIA
129
OneDigital Investment Advisors
Kansas
$101K +$9.92K +1,300 +10%
First Trust Advisors
130
First Trust Advisors
Illinois
$100K +$1.83K +240 +2%
Susquehanna International Group
131
Susquehanna International Group
Pennsylvania
$100K +$106K +13,840 New
RWA
132
Ropes Wealth Advisors
Massachusetts
$99K -$7.18K -941 -6%
Carson Wealth (CWM LLC)
133
Carson Wealth (CWM LLC)
Nebraska
$99K +$1.44K +188 +1%
AIM
134
Anchor Investment Management
South Carolina
$96.8K -$3.36K -440 -3%
SBIA
135
Sheaff Brock Investment Advisors
Indiana
$94K -$23.5K -3,079 -19%
SSW
136
Smith Shellnut Wilson
Mississippi
$94K
1WA
137
180 Wealth Advisors
Washington
$94K +$397 +52 +0.4%
9WM
138
9258 Wealth Management
Ohio
$91K +$1.03K +135 +1%
HNWAG
139
High Net Worth Advisory Group
Florida
$89K -$7.63K -1,000 -8%
KWM
140
Kolinsky Wealth Management
New Jersey
$89K
PSF
141
Pacific Sun Financial
California
$88K
SGCA
142
Steel Grove Capital Advisors
Tennessee
$88K
LFAS
143
Level Four Advisory Services
Texas
$87K -$22.9K -3,000 -20%
LWM
144
Laidlaw Wealth Management
New York
$87K
VBCG
145
Valley Brook Capital Group
Pennsylvania
$86K -$5.34K -700 -6%
MSAM
146
Moloney Securities Asset Management
Missouri
$85K +$870 +114 +1%
AFP
147
Ausdal Financial Partners
Iowa
$84K -$103K -13,465 -54%
WLPWM
148
Walled Lake Planning & Wealth Management
Illinois
$83K -$80.7K -10,568 -48%
IWC
149
Integrated Wealth Concepts
Massachusetts
$81K
FPAS
150
Focus Partners Advisor Solutions
Missouri
$80K -$329K -43,174 -80%

JPS Hedge Fund Activity: Q2 2022 in Review

217 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Securities Fund (JPS) for Q2 2022, worth a combined $276M — down 4.7% from $290M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new JPS positions and 23 closed out — a net gain of 3 holders — while 62 added to existing stakes and 68 trimmed.

The largest buyer was Rivernorth Capital Management, opening a new position worth an estimated $21.6M. The largest seller was Raymond James & Associates, cutting an estimated $2.82M.

  • 217 institutional investors held Nuveen Preferred & Income Securities Fund (JPS) as of Q2 2022, unchanged from Q1 2022.
  • Funds reported $276M of Nuveen Preferred & Income Securities Fund stock for Q2 2022, down 4.7% quarter-over-quarter.
  • 26 funds opened new Nuveen Preferred & Income Securities Fund positions in Q2 2022 and 23 closed out, a net change of +3 holders.
  • The largest Nuveen Preferred & Income Securities Fund buyer in Q2 2022 was Rivernorth Capital Management, an estimated $21.6M added.
  • The largest Nuveen Preferred & Income Securities Fund seller in Q2 2022 was Raymond James & Associates, an estimated $2.82M sold.

Based on aggregated 13F filings for Q2 2022.