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JPS

Nuveen Preferred & Income Securities Fund

Delisted

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

206 hedge funds and large institutions have $276M invested in Nuveen Preferred & Income Securities Fund in 2022 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 73 increasing their positions, 52 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 52

0% less capital invested

Capital invested by funds: $276M → $276M (-$114K)

5% less funds holding

Funds holding: 217206 (-11)

33% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 24

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
206
Holders Change
-11
Holders Change %
-5.07%
% of All Funds
3.55%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
16
Increased
73
Reduced
52
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SBIA
126
Sheaff Brock Investment Advisors
Indiana
$92K +$6.92K +940 +7%
First Trust Advisors
127
First Trust Advisors
Illinois
$91K +$854 +116 +0.8%
Carson Wealth (CWM LLC)
128
Carson Wealth (CWM LLC)
Nebraska
$90K +$567 +77 +0.6%
MML Investors Services
129
MML Investors Services
Massachusetts
$90K +$101K +13,741 New
AAS
130
Avantax Advisory Services
Texas
$89K -$6.99K -950 -7%
RWA
131
Ropes Wealth Advisors
Massachusetts
$89K
FPAS
132
Focus Partners Advisor Solutions
Missouri
$89K +$17.7K +2,409 +22%
AIM
133
Anchor Investment Management
South Carolina
$88K +$442 +60 +0.5%
SSW
134
Smith Shellnut Wilson
Mississippi
$85K
1WA
135
180 Wealth Advisors
Washington
$85K +$243 +33 +0.3%
OIA
136
OneDigital Investment Advisors
Kansas
$83K -$9.57K -1,300 -9%
9WM
137
9258 Wealth Management
Ohio
$82K
HNWAG
138
High Net Worth Advisory Group
Florida
$81K
KWM
139
Kolinsky Wealth Management
New Jersey
$81K
PSF
140
Pacific Sun Financial
California
$80K
Walleye Capital
141
Walleye Capital
New York
$80K +$90K +12,237 New
LWM
142
Laidlaw Wealth Management
New York
$79K
LFAS
143
Level Four Advisory Services
Texas
$79K
SGCA
144
Steel Grove Capital Advisors
Tennessee
$79K
VBCG
145
Valley Brook Capital Group
Pennsylvania
$78K
MSAM
146
Moloney Securities Asset Management
Missouri
$78K +$846 +115 +1%
PAS
147
Park Avenue Securities
New York
$78K +$13.5K +1,828 +18%
GVAG
148
Great Valley Advisor Group
Delaware
$78K +$87.3K +11,867 New
AFP
149
Ausdal Financial Partners
Iowa
$77K +$1.1K +150 +1%
WLPWM
150
Walled Lake Planning & Wealth Management
Illinois
$76K

JPS Hedge Fund Activity: Q3 2022 in Review

206 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Securities Fund (JPS) for Q3 2022, worth a combined $276M — down 0.04% from $276M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of JPS and 16 opened new positions — a net loss of 8 holders — while 52 trimmed existing stakes and 73 added.

The largest buyer was Sit Investment Associates, adding an estimated $13.4M. The largest seller was Wells Fargo, cutting an estimated $2.12M.

  • 206 institutional investors held Nuveen Preferred & Income Securities Fund (JPS) as of Q3 2022, down from 217 in Q2 2022.
  • Funds reported $276M of Nuveen Preferred & Income Securities Fund stock for Q3 2022, down 0.04% quarter-over-quarter.
  • 16 funds opened new Nuveen Preferred & Income Securities Fund positions in Q3 2022 and 24 closed out, a net change of -8 holders.
  • The largest Nuveen Preferred & Income Securities Fund buyer in Q3 2022 was Sit Investment Associates, an estimated $13.4M added.
  • The largest Nuveen Preferred & Income Securities Fund seller in Q3 2022 was Wells Fargo, an estimated $2.12M sold.

Based on aggregated 13F filings for Q3 2022.