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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
SSW
151
Smith Shellnut Wilson
Mississippi
$88.4K
PAS
152
Park Avenue Securities
New York
$87K +$6.63K +972 +8%
OIA
153
OneDigital Investment Advisors
Kansas
$85.8K
PSF
154
Pacific Sun Financial
California
$82.8K
SGCA
155
Steel Grove Capital Advisors
Tennessee
$82.3K
MSAM
156
Moloney Securities Asset Management
Missouri
$81.4K +$1.13K +165 +1%
GVAG
157
Great Valley Advisor Group
Delaware
$81.3K +$586 +86 +0.7%
VBCG
158
Valley Brook Capital Group
Pennsylvania
$81.2K
EWM
159
EPG Wealth Management
Georgia
$78.2K +$600 +88 +0.8%
Jane Street
160
Jane Street
New York
$76.1K +$76.3K +11,191 New
BFA
161
Beacon Financial Advisory
Ohio
$76.1K +$76.3K +11,190 New
BPA
162
Beacon Pointe Advisors
California
$74.1K -$3.83K -561 -5%
BCA
163
Bay Colony Advisors
Massachusetts
$73.5K +$73.7K +10,811 New
EDRIA
164
Edmonds Duncan Registered Investment Advisors
Kansas
$70.4K
CT
165
Coastline Trust
Rhode Island
$69.8K
IIC
166
Ironwood Investment Counsel
Arizona
$68K
MIM
167
Merrion Investment Management
New Jersey
$68K
RWP
168
Ridgecrest Wealth Partners
California
$68K
RPCA
169
Running Point Capital Advisors
California
$68K
S
170
SignatureFD
Georgia
$68K +$68.2K +10,000 New
FMTCOCP
171
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$59K
EWA
172
EverSource Wealth Advisors
Alabama
$56.5K +$55.8K +8,186 +6,497%
HNWAG
173
High Net Worth Advisory Group
Florida
$49.4K -$34.1K -5,000 -41%
AWM
174
Avior Wealth Management
Nebraska
$48.7K +$1.23K +181 +3%
SWA
175
SOA Wealth Advisors
New York
$48.4K

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.