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JPS

Nuveen Preferred & Income Securities Fund

Delisted

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

185 hedge funds and large institutions have $246M invested in Nuveen Preferred & Income Securities Fund in 2019 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 57 increasing their positions, 50 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 16

14% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 50

1% more funds holding

Funds holding: 183185 (+2)

5% more capital invested

Capital invested by funds: $234M → $246M (+$11.7M)

Holders
185
Holders Change
+2
Holders Change %
+1.09%
% of All Funds
4.06%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
57
Reduced
50
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
151
Optimum Investment Advisors
Illinois
$43K
LC
152
Lindbrook Capital
California
$39K
BCWM
153
Bartlett & Co Wealth Management
Ohio
$34.3K
BC
154
Bartlett & Co
Ohio
$34K
EFSCE
155
Enterprise Financial Services Corp (EFSC)
Missouri
$30K
THWM
156
Taylor Hoffman Wealth Management
Virginia
$30K
FDCDDQ
157
Federation des caisses Desjardins du Quebec
Quebec, Canada
$29.6K
HNB
158
Huntington National Bank
Ohio
$26K
CFA
159
Carroll Financial Associates
North Carolina
$22K
JPLA
160
Joseph P. Lucia & Associates
New York
$22K
KPCM
161
Kings Point Capital Management
New York
$20K
Rockefeller Capital Management
162
Rockefeller Capital Management
New York
$20K +$20.1K +2,070 New
Deutsche Bank
163
Deutsche Bank
Germany
$19K
FANJ
164
Financial Architects (New Jersey)
New Jersey
$19K
NCM
165
Next Capital Management
New York
$16K
SNT
166
Security National Trust
West Virginia
$15K
RFM
167
Royal Fund Management
Florida
$14K
WC
168
Westwind Capital
New Mexico
$13K -$826 -85 -6%
RIA
169
Realta Investment Advisors
Delaware
$12K -$9.05K -932 -42%
Fifth Third Bancorp
170
Fifth Third Bancorp
Ohio
$12K -$8.74K -900 -42%
ClearBridge Investments
171
ClearBridge Investments
New York
$10K
SCA
172
Stonebridge Capital Advisors
Minnesota
$10K
FNBOSM
173
First National Bank of South Miami
Florida
$9K
FWM
174
Focused Wealth Management
New York
$8K
TC
175
Truvestments Capital
Florida
$8K

JPS Hedge Fund Activity: Q3 2019 in Review

185 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Securities Fund (JPS) for Q3 2019, worth a combined $246M — up 5% from $234M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new JPS positions and 16 closed out — a net gain of 3 holders — while 57 added to existing stakes and 50 trimmed.

The largest buyer was Oxbow Advisors, adding an estimated $8.01M. The largest seller was Morgan Stanley, cutting an estimated $8.22M.

  • 185 institutional investors held Nuveen Preferred & Income Securities Fund (JPS) as of Q3 2019, up from 183 in Q2 2019.
  • Funds reported $246M of Nuveen Preferred & Income Securities Fund stock for Q3 2019, up 5% quarter-over-quarter.
  • 19 funds opened new Nuveen Preferred & Income Securities Fund positions in Q3 2019 and 16 closed out, a net change of +3 holders.
  • The largest Nuveen Preferred & Income Securities Fund buyer in Q3 2019 was Oxbow Advisors, an estimated $8.01M added.
  • The largest Nuveen Preferred & Income Securities Fund seller in Q3 2019 was Morgan Stanley, an estimated $8.22M sold.

Based on aggregated 13F filings for Q3 2019.