Nuveen Preferred & Income Securities Fund
JPS was delisted on the 3rd of November, 2023.
2 hedge funds and large institutions have $1.37M invested in Nuveen Preferred & Income Securities Fund in 2024 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 0 increasing their positions, 1 reducing their positions, and 4 closing their positions.
31% less capital invested
Capital invested by funds: $1.99M → $1.37M (-$621K)
60% less funds holding
Funds holding: 5 → 2 (-3)
75% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 4
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
+$717K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FGAM
Financial Gravity Asset Management
Lakeway,
Texas
|
-$1.13M |
| 2 |
MC
Mathes Company
New York
|
-$163K |
| 3 |
SRC
Shufro Rose & Co
New York
|
-$76.2K |
| 4 |
BTI
Blue Trust Inc
Alpharetta,
Georgia
|
-$15K |
| 5 |
BCMLT
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
-$2.44K |
JPS Hedge Fund Activity: Q1 2024 in Review
2 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Securities Fund (JPS) for Q1 2024, worth a combined $1.37M — down 31% from $1.99M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of JPS and 1 opened new positions — a net loss of 3 holders — while 1 trimmed existing stakes and 0 added.
The largest buyer was B. Riley Wealth Advisors, opening a new position worth an estimated $717K. The largest seller was Financial Gravity Asset Management, exiting entirely with an estimated $1.13M sold.
- 2 institutional investors held Nuveen Preferred & Income Securities Fund (JPS) as of Q1 2024, down from 5 in Q4 2023.
- Funds reported $1.37M of Nuveen Preferred & Income Securities Fund stock for Q1 2024, down 31% quarter-over-quarter.
- 1 fund opened new Nuveen Preferred & Income Securities Fund positions in Q1 2024 and 4 closed out, a net change of -3 holders.
- The largest Nuveen Preferred & Income Securities Fund buyer in Q1 2024 was B. Riley Wealth Advisors, an estimated $717K added.
- The largest Nuveen Preferred & Income Securities Fund seller in Q1 2024 was Financial Gravity Asset Management, an estimated $1.13M sold.
Based on aggregated 13F filings for Q1 2024.