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JPS

Nuveen Preferred & Income Securities Fund

Delisted

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

218 hedge funds and large institutions have $330M invested in Nuveen Preferred & Income Securities Fund in 2021 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 55 increasing their positions, 55 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 20

14% more funds holding

Funds holding: 192218 (+26)

6% more capital invested

Capital invested by funds: $310M → $330M (+$19.6M)

0% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 55

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
218
Holders Change
+26
Holders Change %
+13.54%
% of All Funds
3.35%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
49
Increased
55
Reduced
55
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WWM
201
Wolff Wiese Magana
California
$6K
ZIG
202
Zullo Investment Group
Pennsylvania
$6K +$6.21K +644 New
AA
203
AlphaMark Advisors
Kentucky
$5K
Bessemer Group
204
Bessemer Group
New Jersey
$5K
PA
205
Parallel Advisors
California
$5K
SAM
206
S.A. Mason
Michigan
$5K
SWM
207
Sugarloaf Wealth Management
Georgia
$5K
TC
208
Truvestments Capital
Florida
$5K
MSFP
209
Mark Sheptoff Financial Planning
Connecticut
$5K +$4.49K +466 New
FWM
210
Focused Wealth Management
New York
$3K -$5.41K -561 -68%
JMF
211
Johnson Midwest Financial
Iowa
$3K +$2.76K +286 New
WFS
212
Widmann Financial Services
Maryland
$3K +$3.21K +333 New
MA
213
Montag & Associates
Georgia
$2K
PK
214
Pflug Koory
Nebraska
$2K
AF
215
Advisornet Financial
Minnesota
$2K +$1.32K +137 +147%
SPC
216
Sigma Planning Corp
Michigan
-$484K -49,347 Closed
SBH
217
Segall Bryant & Hamill
Illinois
-$300K -30,488 Closed
FIA
218
FNY Investment Advisers
New York
-$131K -13,400 Closed
MML Investors Services
219
MML Investors Services
Massachusetts
-$130K -13,219 Closed
MFW
220
Meristem Family Wealth
Minnesota
-$127K -13,000 Closed
CW
221
CreativeOne Wealth
Kansas
-$114K -11,601 Closed
Citigroup
222
Citigroup
New York
-$108K -11,049 Closed
Citadel Advisors
223
Citadel Advisors
Florida
-$107K -10,884 Closed
RCA
224
Ranch Capital Advisors
Florida
-$55K -5,641 Closed
BC
225
Bartlett & Co
Ohio
-$34K -3,458 Closed

JPS Hedge Fund Activity: Q4 2021 in Review

218 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Securities Fund (JPS) for Q4 2021, worth a combined $330M — up 6.3% from $310M a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new JPS positions and 20 closed out — a net gain of 29 holders — while 55 added to existing stakes and 55 trimmed.

The largest buyer was Invesco, adding an estimated $6.12M. The largest seller was Moors & Cabot, cutting an estimated $2.56M.

  • 218 institutional investors held Nuveen Preferred & Income Securities Fund (JPS) as of Q4 2021, up from 192 in Q3 2021.
  • Funds reported $330M of Nuveen Preferred & Income Securities Fund stock for Q4 2021, up 6.3% quarter-over-quarter.
  • 49 funds opened new Nuveen Preferred & Income Securities Fund positions in Q4 2021 and 20 closed out, a net change of +29 holders.
  • The largest Nuveen Preferred & Income Securities Fund buyer in Q4 2021 was Invesco, an estimated $6.12M added.
  • The largest Nuveen Preferred & Income Securities Fund seller in Q4 2021 was Moors & Cabot, an estimated $2.56M sold.

Based on aggregated 13F filings for Q4 2021.