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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
HCM
176
Hollencrest Capital Management
California
$47.5K -$55.2K -8,100 -54%
CBT
177
CoreFirst Bank & Trust
Kansas
$46.5K
CSPIA
178
Cary Street Partners Investment Advisory
Virginia
$42.9K +$43K +6,311 New
RDIA
179
RE Dickinson Investment Advisors
Iowa
$42K +$41.6K +6,103 New
WTC
180
WhitTier Trust Company
Nevada
$34K
RBC
181
Romano Brothers & Co
Illinois
$26.5K +$26.6K +3,900 New
BC
182
Bartlett & Co
Ohio
$24K
HI
183
Harbour Investments
Wisconsin
$23.8K -$1.93K -283 -7%
CHC
184
City Holding Co
West Virginia
$23.7K
BCWM
185
Bartlett & Co Wealth Management
Ohio
$23.5K
US Bancorp
186
US Bancorp
Minnesota
$16.8K +$3.18K +466 +23%
BTI
187
Blue Trust Inc
Georgia
$16K
AF
188
Advisornet Financial
Minnesota
$15.4K +$682 +100 +5%
OWA
189
One Wealth Advisors
California
$15K +$15K +2,207 New
PNC Financial Services Group
190
PNC Financial Services Group
Pennsylvania
$14.2K -$3.5K -514 -20%
TF
191
Tompkins Financial
New York
$14K
OLVIG
192
Oliver Lagore Vanvalin Investment Group
Michigan
$13.6K +$13.6K +2,000 New
CWP
193
Concord Wealth Partners
Virginia
$12.3K +$12.4K +1,816 New
CFGS
194
Concourse Financial Group Securities
Alabama
$12.1K
HBW
195
Hazlett, Burt & Watson
West Virginia
$11K +$109 +16 +0.9%
CT
196
Caldwell Trust
Florida
$9.78K
BAM
197
Belpointe Asset Management
Nevada
$8.87K +$8.9K +1,305 New
GIA
198
GHP Investment Advisors
Colorado
$8.45K
IGWM
199
ICA Group Wealth Management
Colorado
$8.24K +$8.27K +1,212 New
SCA
200
Stonebridge Capital Advisors
Minnesota
$7.24K

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.