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JPS

Nuveen Preferred & Income Securities Fund

Delisted

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

217 hedge funds and large institutions have $290M invested in Nuveen Preferred & Income Securities Fund in 2022 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 70 increasing their positions, 59 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 59

15% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 26

0% less funds holding

Funds holding: 218217 (-1)

12% less capital invested

Capital invested by funds: $330M → $290M (-$39.9M)

Holders
217
Holders Change
-1
Holders Change %
-0.46%
% of All Funds
3.42%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
30
Increased
70
Reduced
59
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ZIG
201
Zullo Investment Group
Pennsylvania
$6K +$97 +11 +2%
Fifth Third Bancorp
202
Fifth Third Bancorp
Ohio
$5K
SWM
203
Sugarloaf Wealth Management
Georgia
$5K
WWM
204
Wolff Wiese Magana
California
$5K
AA
205
AlphaMark Advisors
Kentucky
$4K
Bessemer Group
206
Bessemer Group
New Jersey
$4K
MSFP
207
Mark Sheptoff Financial Planning
Connecticut
$4K
PA
208
Parallel Advisors
California
$4K
SAM
209
S.A. Mason
Michigan
$4K
BCMLT
210
Beacon Capital Management LLC (Tennessee)
Tennessee
$3K +$3.6K +410 New
JMF
211
Johnson Midwest Financial
Iowa
$2K
MA
212
Montag & Associates
Georgia
$2K
FWM
213
Focused Wealth Management
New York
$2K +$26 +3 +1%
PK
214
Pflug Koory
Nebraska
$1K -$580 -66 -33%
RIM
215
Rockbridge Investment Management
New York
$60 +$18 +2 +40%
LP
216
Lloyd Park
Illinois
-$894K -91,941 Closed
ASFA
217
All Season Financial Advisors
Colorado
-$326K -33,536 Closed
AGP
218
Autumn Glory Partners
Texas
-$311K -32,048 Closed
LC
219
Lindbrook Capital
California
-$248K -25,500 Closed
SS
220
Sunbelt Securities
Texas
-$136K -15,032 Closed
KOMWMG
221
Kerntke Otto McGlone Wealth Management Group
Wisconsin
-$135K -13,868 Closed
MFG
222
Merit Financial Group
Georgia
-$128K -13,179 Closed
BCA
223
Bay Colony Advisors
Massachusetts
-$114K -11,774 Closed
Jane Street
224
Jane Street
New York
-$100K -10,310 Closed
BWM
225
BNC Wealth Management
Oregon
-$100K -10,237 Closed

JPS Hedge Fund Activity: Q1 2022 in Review

217 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Securities Fund (JPS) for Q1 2022, worth a combined $290M — down 12% from $330M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new JPS positions and 26 closed out — a net gain of 4 holders — while 70 added to existing stakes and 59 trimmed.

The largest buyer was Penserra Capital Management, adding an estimated $4.34M. The largest seller was Sit Investment Associates, cutting an estimated $9.19M.

  • 217 institutional investors held Nuveen Preferred & Income Securities Fund (JPS) as of Q1 2022, down from 218 in Q4 2021.
  • Funds reported $290M of Nuveen Preferred & Income Securities Fund stock for Q1 2022, down 12% quarter-over-quarter.
  • 30 funds opened new Nuveen Preferred & Income Securities Fund positions in Q1 2022 and 26 closed out, a net change of +4 holders.
  • The largest Nuveen Preferred & Income Securities Fund buyer in Q1 2022 was Penserra Capital Management, an estimated $4.34M added.
  • The largest Nuveen Preferred & Income Securities Fund seller in Q1 2022 was Sit Investment Associates, an estimated $9.19M sold.

Based on aggregated 13F filings for Q1 2022.