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JPT
Nuveen Preferred and Income Fund
Delisted
JPT was delisted on the 3rd of November, 2023.
31 hedge funds and large institutions have $28.9M invested in Nuveen Preferred and Income Fund in 2021 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 6 reducing their positions, and 2 closing their positions.
New
Increased
Maintained
Reduced
Closed
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
133% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 6
24% more capital invested
Capital invested by funds: $23.2M → $28.9M (+$5.65M)
11% more funds holding
Funds holding: 28 → 31 (+3)
Holders
31
Holders Change
+3
Holders Change %
+10.71%
% of All Funds
0.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
14
Reduced
6
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$296K |
| 2 |
Wells Fargo
San Francisco,
California
|
-$286K |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$78.5K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$37.3K |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
-$24.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GWM
26
Geneos Wealth Management
Englewood,
Colorado
| $21K | – | – | – |
|
|
EIP
27
Ellis Investment Partners
Berwyn,
Pennsylvania
| $19K | +$394 | +16 | +2% |
|
|
CA
28
CoreCap Advisors
Southfield,
Michigan
| $14K | +$14K | +570 | New |
|
|
CTC
29
Central Trust Company
Jefferson City,
Missouri
| $12K | -$3.15K | -128 | -20% |
|
30
Rockefeller Capital Management
New York
| $10K | – | – | – |
|
|
AWM
31
Avior Wealth Management
Omaha,
Nebraska
| $10K | +$197 | +8 | +2% |
|
|
NFG
32
Next Financial Group
Houston,
Texas
| – | -$9K | -360 | Closed |
|
|
GKWIM
33
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
| – | -$1K | -1 | Closed |
|