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JPS

Nuveen Preferred & Income Securities Fund

Delisted

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

157 hedge funds and large institutions have $238M invested in Nuveen Preferred & Income Securities Fund in 2017 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 45 increasing their positions, 40 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 14

14% more funds holding

Funds holding: 138157 (+19)

13% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 40

1% less capital invested

Capital invested by funds: $241M → $238M (-$2.99M)

Holders
157
Holders Change
+19
Holders Change %
+13.77%
% of All Funds
3.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
34
Increased
45
Reduced
40
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WEC
151
Winslow Evans & Crocker
Massachusetts
$6.23K
JCM
152
Jacobi Capital Management
Pennsylvania
$6K
FANJ
153
Financial Architects (New Jersey)
New Jersey
$5K -$5.15K -500 -52%
PGWM
154
Parisi Gray Wealth Management
New Jersey
$4K +$4.12K +400 New
Carson Wealth (CWM LLC)
155
Carson Wealth (CWM LLC)
Nebraska
$3K
FMTCOCP
156
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.38K
BBPWM
157
Blue Bell Private Wealth Management
Pennsylvania
$2K +$41 +4 +2%
NSIM
158
North Star Investment Management
Illinois
$1K
CFD
159
Creative Financial Designs
Indiana
$1K +$1.03K +100 New
NPC
160
National Planning Corporation
California
-$1.35M -129,880 Closed
QOP
161
Quinn Opportunity Partners
Virginia
-$881K -84,638 Closed
ICOA
162
Investment Centers of America
North Dakota
-$554K -53,124 Closed
SMG
163
Spectrum Management Group
Indiana
-$349K -33,571 Closed
CCB
164
Cutter & Co Brokerage
Missouri
-$185K -17,817 Closed
M&T Bank
165
M&T Bank
New York
-$132K -12,683 Closed
COLIM
166
City of London Investment Management
United Kingdom
-$122K -11,749 Closed
FCCM
167
First City Capital Management
Georgia
-$112K -10,740 Closed
Walleye Trading
168
Walleye Trading
New York
-$104 -10,000 Closed
NFG
169
Next Financial Group
Texas
-$47K -4,507 Closed
IWA
170
IBEX Wealth Advisors
New Jersey
-$35K -3,353 Closed
Thrivent Financial for Lutherans
171
Thrivent Financial for Lutherans
Minnesota
-$6K -557 Closed
CGT
172
Capital Guardian Trust
California
-$5K -500 Closed
GI
173
Gradient Investments
Minnesota
+$495 +48 New

JPS Hedge Fund Activity: Q4 2017 in Review

157 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Securities Fund (JPS) for Q4 2017, worth a combined $238M — down 1.2% from $241M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new JPS positions and 14 closed out — a net gain of 20 holders — while 45 added to existing stakes and 40 trimmed.

The largest buyer was Burney Company, opening a new position worth an estimated $2.5M. The largest seller was Morgan Stanley, cutting an estimated $4.33M.

  • 157 institutional investors held Nuveen Preferred & Income Securities Fund (JPS) as of Q4 2017, up from 138 in Q3 2017.
  • Funds reported $238M of Nuveen Preferred & Income Securities Fund stock for Q4 2017, down 1.2% quarter-over-quarter.
  • 34 funds opened new Nuveen Preferred & Income Securities Fund positions in Q4 2017 and 14 closed out, a net change of +20 holders.
  • The largest Nuveen Preferred & Income Securities Fund buyer in Q4 2017 was Burney Company, an estimated $2.5M added.
  • The largest Nuveen Preferred & Income Securities Fund seller in Q4 2017 was Morgan Stanley, an estimated $4.33M sold.

Based on aggregated 13F filings for Q4 2017.