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JPS

Nuveen Preferred & Income Securities Fund

Delisted

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.

New
Increased
Maintained
Reduced
Closed

31% less capital invested

Capital invested by funds: $1.99M → $1.37M (-$621K)

60% less funds holding

Funds holding: 52 (-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

Holders
2
Holders Change
-3
Holders Change %
-60%
% of All Funds
0.03%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
Reduced
1
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
1
B. Riley Wealth Advisors
Florida
$717K +$717K +115,555 New
MC
2
Mathes Company
New York
$652K -$163K -22,695 -20%
HNB
3
Huntington National Bank
Ohio
$6 -$6
FGAM
4
Financial Gravity Asset Management
Texas
-$1.13M -177,175 Closed
SRC
5
Shufro Rose & Co
New York
-$76.2K -12,351 Closed
BTI
6
Blue Trust Inc
Georgia
-$15K -2,425 Closed
BCMLT
7
Beacon Capital Management LLC (Tennessee)
Tennessee
-$2.44K -396 Closed

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.