We are live on ! Find out more
JPS

Nuveen Preferred & Income Securities Fund

Delisted

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

206 hedge funds and large institutions have $276M invested in Nuveen Preferred & Income Securities Fund in 2022 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 73 increasing their positions, 52 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 52

0% less capital invested

Capital invested by funds: $276M → $276M (-$114K)

5% less funds holding

Funds holding: 217206 (-11)

33% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 24

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
206
Holders Change
-11
Holders Change %
-5.07%
% of All Funds
3.55%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
16
Increased
73
Reduced
52
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFEC
201
Benjamin F. Edwards & Company
Missouri
$3K +$66 +9 +2%
MA
202
Montag & Associates
Georgia
$1K
PK
203
Pflug Koory
Nebraska
$1K
EWA
204
EverSource Wealth Advisors
Alabama
$1K +$927 +126 New
JMF
205
Johnson Midwest Financial
Iowa
$2
BFG
206
Berger Financial Group
Minnesota
-$266K -36,626 Closed
SPC
207
Sigma Planning Corp
Michigan
-$250K -34,471 Closed
Creative Planning
208
Creative Planning
Kansas
-$124K -17,019 Closed
KCPG
209
Kavar Capital Partners Group
Kansas
-$103K -14,250 Closed
Susquehanna International Group
210
Susquehanna International Group
Pennsylvania
-$100K -13,840 Closed
IWC
211
Integrated Wealth Concepts
Massachusetts
-$81K -11,161 Closed
CA
212
Cetera Advisors
Colorado
-$75K -10,325 Closed
AFG
213
Alterity Financial Group
Maine
-$74K -10,200 Closed
Bank of Montreal
214
Bank of Montreal
Ontario, Canada
-$79 -10,000 Closed
Nomura Holdings
215
Nomura Holdings
Japan
-$73K -10,000 Closed
AIP
216
Ahrens Investment Partners
Louisiana
-$72K -9,885 Closed
RDIA
217
RE Dickinson Investment Advisors
Iowa
-$42 -5,810 Closed
AW
218
ACG Wealth
Georgia
-$29K -4,000 Closed
SWM
219
SeaCrest Wealth Management
New York
-$20K -2,801 Closed
CWP
220
Concord Wealth Partners
Virginia
-$13K -1,738 Closed
LFG
221
Larson Financial Group
Missouri
-$9K -1,200 Closed
SAM
222
Strategic Asset Management
Minnesota
-$7K -1,000 Closed
VVP
223
Venture Visionary Partners
Ohio
-$6.05K -833 Closed
EI
224
Ellevest Inc
New York
-$6K -803 Closed
FCAS
225
First Command Advisory Services
Texas
-$4K -545 Closed

JPS Hedge Fund Activity: Q3 2022 in Review

206 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Securities Fund (JPS) for Q3 2022, worth a combined $276M — down 0.04% from $276M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of JPS and 16 opened new positions — a net loss of 8 holders — while 52 trimmed existing stakes and 73 added.

The largest buyer was Sit Investment Associates, adding an estimated $13.4M. The largest seller was Wells Fargo, cutting an estimated $2.12M.

  • 206 institutional investors held Nuveen Preferred & Income Securities Fund (JPS) as of Q3 2022, down from 217 in Q2 2022.
  • Funds reported $276M of Nuveen Preferred & Income Securities Fund stock for Q3 2022, down 0.04% quarter-over-quarter.
  • 16 funds opened new Nuveen Preferred & Income Securities Fund positions in Q3 2022 and 24 closed out, a net change of -8 holders.
  • The largest Nuveen Preferred & Income Securities Fund buyer in Q3 2022 was Sit Investment Associates, an estimated $13.4M added.
  • The largest Nuveen Preferred & Income Securities Fund seller in Q3 2022 was Wells Fargo, an estimated $2.12M sold.

Based on aggregated 13F filings for Q3 2022.