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JPS

Nuveen Preferred & Income Securities Fund

Delisted

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

95 hedge funds and large institutions have $116M invested in Nuveen Preferred & Income Securities Fund in 2015 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 30 increasing their positions, 23 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 23

5% less funds holding

Funds holding: 10095 (-5)

12% less capital invested

Capital invested by funds: $132M → $116M (-$16.1M)

28% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 18

Holders
95
Holders Change
-5
Holders Change %
-5%
% of All Funds
2.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
30
Reduced
23
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$30.6M -$1.37M -151,964 -4%
Wells Fargo
2
Wells Fargo
California
$12.8M +$306K +34,008 +2%
PPA
3
Parametric Portfolio Associates
Washington
$10.7M -$5.92M -657,614 -35%
UBS Group
4
UBS Group
Switzerland
$8.02M +$536K +59,522 +7%
Invesco
5
Invesco
Georgia
$6.91M -$3.29M -365,073 -32%
Bank of America
6
Bank of America
North Carolina
$6.55M -$2.96M -328,376 -30%
LPL Financial
7
LPL Financial
California
$5.13M -$375K -41,623 -7%
GIP
8
Greatmark Investment Partners
Georgia
$2.98M -$20.7K -2,300 -0.7%
FFA
9
First Foundation Advisors
California
$2.67M +$308K +34,217 +13%
CTC
10
Central Trust Company
Missouri
$2.59M +$656K +72,902 +33%
ICOA
11
Investment Centers of America
North Dakota
$1.94M +$100K +11,114 +5%
CIA
12
Capital Investment Advisors
Georgia
$1.64M +$58.9K +6,545 +4%
GEM
13
Global Endowment Management
North Carolina
$1.62M
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$1.55M +$426K +47,304 +36%
CS
15
Credit Suisse
Switzerland
$1.31M -$37.7K -4,187 -3%
PFS
16
Prospera Financial Services
Texas
$1.25M +$1.29M +143,350 New
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$973K +$759K +84,363 +315%
SIA
18
SeaBridge Investment Advisors
New Jersey
$952K +$777K +86,305 +384%
RJA
19
Raymond James & Associates
Florida
$907K +$933K +103,643 New
GC
20
Guggenheim Capital
Illinois
$681K -$98.8K -10,984 -12%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$677K +$38.4K +4,267 +6%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$657K +$139K +15,468 +26%
UCFA
23
United Capital Financial Advisors
Texas
$600K +$33.3K +3,698 +6%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$570K +$9.3K +1,033 +2%
UAS
25
United Asset Strategies
New York
$565K -$206K -22,890 -26%

JPS Hedge Fund Activity: Q3 2015 in Review

95 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Securities Fund (JPS) for Q3 2015, worth a combined $116M — down 12% from $132M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of JPS and 13 opened new positions — a net loss of 5 holders — while 23 trimmed existing stakes and 30 added.

The largest buyer was Prospera Financial Services, opening a new position worth an estimated $1.29M. The largest seller was Parametric Portfolio Associates, cutting an estimated $5.92M.

  • 95 institutional investors held Nuveen Preferred & Income Securities Fund (JPS) as of Q3 2015, down from 100 in Q2 2015.
  • Funds reported $116M of Nuveen Preferred & Income Securities Fund stock for Q3 2015, down 12% quarter-over-quarter.
  • 13 funds opened new Nuveen Preferred & Income Securities Fund positions in Q3 2015 and 18 closed out, a net change of -5 holders.
  • The largest Nuveen Preferred & Income Securities Fund buyer in Q3 2015 was Prospera Financial Services, an estimated $1.29M added.
  • The largest Nuveen Preferred & Income Securities Fund seller in Q3 2015 was Parametric Portfolio Associates, an estimated $5.92M sold.

Based on aggregated 13F filings for Q3 2015.