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JPS

Nuveen Preferred & Income Securities Fund

Delisted

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

188 hedge funds and large institutions have $286M invested in Nuveen Preferred & Income Securities Fund in 2020 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 55 increasing their positions, 47 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 20

18% more capital invested

Capital invested by funds: $243M → $286M (+$43.2M)

17% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 47

7% more funds holding

Funds holding: 175188 (+13)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
188
Holders Change
+13
Holders Change %
+7.43%
% of All Funds
3.33%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
37
Increased
55
Reduced
47
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CHC
151
City Holding Co
West Virginia
$38K
CT
152
Caldwell Trust
Florida
$36.7K
VFA
153
Valeo Financial Advisors
Indiana
$36K +$3.68K +400 +12%
LAI
154
Legal Advantage Investments
California
$36K +$33.6K +3,656 New
BC
155
Bartlett & Co
Ohio
$34K
BCWM
156
Bartlett & Co Wealth Management
Ohio
$33.6K
FDCDDQ
157
Federation des caisses Desjardins du Quebec
Quebec, Canada
$33.6K
EP
158
Eudaimonia Partners
Tennessee
$33K
PWPS
159
Pinnacle Wealth Planning Services
Ohio
$33K +$31.4K +3,412 New
Fifth Third Bancorp
160
Fifth Third Bancorp
Ohio
$28K +$14.8K +1,610 +130%
BWM
161
Baystate Wealth Management
Massachusetts
$27K +$552 +60 +2%
FMTCOCP
162
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$26K
CFA
163
Carroll Financial Associates
North Carolina
$22K
US Bancorp
164
US Bancorp
Minnesota
$19K -$2.32K -252 -11%
KPCM
165
Kings Point Capital Management
New York
$19K
JPLA
166
Joseph P. Lucia & Associates
New York
$15K +$13.8K +1,500 New
FF
167
FourThought Financial
Florida
$12K +$12K +1,300 New
FHA
168
First Horizon Advisors
Tennessee
$11K
WC
169
Westwind Capital
New Mexico
$10K -$1.04K -113 -10%
FWM
170
FSA Wealth Management
Massachusetts
$10K +$9.61K +1,044 New
AIC
171
Archer Investment Corporation
Indiana
$9.96K +$9.42K +1,024 New
AA
172
Addison Advisors
Vermont
$9K +$8.53K +927 New
RMC
173
Resources Management Corp
Connecticut
$9K +$8.98K +976 New
FWM
174
Focused Wealth Management
New York
$8K +$166 +18 +2%
SWM
175
Sugarloaf Wealth Management
Georgia
$6K

JPS Hedge Fund Activity: Q4 2020 in Review

188 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Securities Fund (JPS) for Q4 2020, worth a combined $286M — up 18% from $243M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new JPS positions and 20 closed out — a net gain of 17 holders — while 55 added to existing stakes and 47 trimmed.

The largest buyer was Bramshill Investments, adding an estimated $9.26M. The largest seller was Avantax Advisory Services, cutting an estimated $1.32M.

  • 188 institutional investors held Nuveen Preferred & Income Securities Fund (JPS) as of Q4 2020, up from 175 in Q3 2020.
  • Funds reported $286M of Nuveen Preferred & Income Securities Fund stock for Q4 2020, up 18% quarter-over-quarter.
  • 37 funds opened new Nuveen Preferred & Income Securities Fund positions in Q4 2020 and 20 closed out, a net change of +17 holders.
  • The largest Nuveen Preferred & Income Securities Fund buyer in Q4 2020 was Bramshill Investments, an estimated $9.26M added.
  • The largest Nuveen Preferred & Income Securities Fund seller in Q4 2020 was Avantax Advisory Services, an estimated $1.32M sold.

Based on aggregated 13F filings for Q4 2020.