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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
LS
201
Leelyn Smith
Illinois
$6.97K +$6.99K +1,025 New
AF
202
Allworth Financial
California
$6.8K
SWM
203
Sugarloaf Wealth Management
Georgia
$5.26K +$5.27K +773 New
ZIG
204
Zullo Investment Group
Pennsylvania
$4.71K +$89 +13 +2%
Fifth Third Bancorp
205
Fifth Third Bancorp
Ohio
$4.22K
EE
206
EWG Elevate
California
$3.89K +$3.9K +572 New
PA
207
Parallel Advisors
California
$3.4K
SAM
208
S.A. Mason
Michigan
$3.4K
TC
209
Truvestments Capital
Florida
$3.4K
AA
210
AlphaMark Advisors
Kentucky
$3K
BFEC
211
Benjamin F. Edwards & Company
Missouri
$3K +$82 +12 +2%
BCMLT
212
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.26K -$580 -85 -20%
PFBT
213
Parkside Financial Bank & Trust
Missouri
$2.04K +$2.05K +300 New
JMF
214
Johnson Midwest Financial
Iowa
$2K
AFG
215
Albion Financial Group
Utah
$1.52K +$1.53K +224 New
MA
216
Montag & Associates
Georgia
$1.51K
CAS
217
Coppell Advisory Solutions
Texas
$850 +$852 +125 New
CASC
218
Coppell Advisory Solutions Corp
Texas
$850 +$852 +125 New
PAG
219
Private Advisor Group
New Jersey
$373 -$20.4K -2,993 -5%
GI
220
Gradient Investments
Minnesota
$326 -$6.08K -892 -95%
LWANC
221
Laurel Wealth Advisors (North Carolina)
North Carolina
$107 +$109 +16 New
Fidelity Investments
222
Fidelity Investments
Massachusetts
$20 -$7 -1 -25%
HNB
223
Huntington National Bank
Ohio
$7
PMAM
224
Penn Mutual Asset Management
Pennsylvania
-$2.03M -309,650 Closed
SW
225
SVB Wealth
Massachusetts
-$181K -27,500 Closed

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.