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JPS

Nuveen Preferred & Income Securities Fund

Delisted

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

223 hedge funds and large institutions have $1.37B invested in Nuveen Preferred & Income Securities Fund in 2022 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 67 increasing their positions, 58 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

397% more capital invested

Capital invested by funds: $276M → $1.37B (+$1.1B)

88% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 26

16% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 58

8% more funds holding

Funds holding: 206223 (+17)

Holders
223
Holders Change
+17
Holders Change %
+8.25%
% of All Funds
3.58%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
49
Increased
67
Reduced
58
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFS
126
Prospera Financial Services
Texas
$120K -$1.9K -278 -2%
ACI
127
Alpha Cubed Investments
California
$119K +$51.1K +7,500 +75%
APA
128
Astoria Portfolio Advisors
New York
$118K -$76.4K -11,209 -41%
VF
129
Virtu Financial
New York
$117K +$117K +17,209 New
NFG
130
Nations Financial Group
Iowa
$116K +$116K +17,020 New
HKAM
131
Horizon Kinetics Asset Management
New York
$113K -$9.31K -1,366 -8%
RA
132
RFG Advisory
Alabama
$110K +$607 +89 +0.6%
OA
133
Operose Advisors
Wisconsin
$110K
CHJWM
134
Carlton Hofferkamp & Jenks Wealth Management
Texas
$109K +$98.9K +14,500 New
GJIA
135
Glass Jacobson Investment Advisors
Maryland
$108K +$108K +15,897 New
PFA
136
Pathway Financial Advisers
Indiana
$108K +$108K +15,829 New
GCP
137
Gill Capital Partners
Colorado
$107K
FAIM
138
Financial Advocates Investment Management
Washington
$105K -$8.93K -1,310 -8%
PWM
139
Perigon Wealth Management
California
$103K +$104K +15,214 New
Creative Planning
140
Creative Planning
Kansas
$101K +$101K +14,799 New
DBT
141
Dubuque Bank & Trust
Iowa
$99K
First Trust Advisors
142
First Trust Advisors
Illinois
$98.9K +$4.48K +657 +5%
1WA
143
180 Wealth Advisors
Washington
$96.4K +$498 +73 +0.6%
Carson Wealth (CWM LLC)
144
Carson Wealth (CWM LLC)
Nebraska
$94K +$586 +86 +0.6%
SBIA
145
Sheaff Brock Investment Advisors
Indiana
$93.2K -$1.7K -249 -2%
MML Investors Services
146
MML Investors Services
Massachusetts
$93K +$34 +5 +0%
RIA
147
Realta Investment Advisors
Delaware
$92.6K +$92.9K +13,620 New
RWA
148
Ropes Wealth Advisors
Massachusetts
$92.4K
AIM
149
Anchor Investment Management
South Carolina
$91.5K +$436 +64 +0.5%
SRC
150
Shufro Rose & Co
New York
$90.6K -$20.5K -3,000 -18%

JPS Hedge Fund Activity: Q4 2022 in Review

223 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Securities Fund (JPS) for Q4 2022, worth a combined $1.37B — up 397% from $276M a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new JPS positions and 26 closed out — a net gain of 23 holders — while 67 added to existing stakes and 58 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $15.8M. The largest seller was Penn Mutual Asset Management, exiting entirely with an estimated $2.03M sold.

  • 223 institutional investors held Nuveen Preferred & Income Securities Fund (JPS) as of Q4 2022, up from 206 in Q3 2022.
  • Funds reported $1.37B of Nuveen Preferred & Income Securities Fund stock for Q4 2022, up 397% quarter-over-quarter.
  • 49 funds opened new Nuveen Preferred & Income Securities Fund positions in Q4 2022 and 26 closed out, a net change of +23 holders.
  • The largest Nuveen Preferred & Income Securities Fund buyer in Q4 2022 was Rivernorth Capital Management, an estimated $15.8M added.
  • The largest Nuveen Preferred & Income Securities Fund seller in Q4 2022 was Penn Mutual Asset Management, an estimated $2.03M sold.

Based on aggregated 13F filings for Q4 2022.