Nuveen Preferred and Income Fund
JPT was delisted on the 3rd of November, 2023.
18 hedge funds and large institutions have $11M invested in Nuveen Preferred and Income Fund in 2018 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 1 reducing their positions, and 6 closing their positions.
1,000% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 1
1% less capital invested
Capital invested by funds: $11.1M → $11M (-$81.6K)
18% less funds holding
Funds holding: 22 → 18 (-4)
50% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$380K |
| 2 |
Wells Fargo
San Francisco,
California
|
+$375K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$313K |
| 4 |
GIP
Greatmark Investment Partners
Columbus,
Georgia
|
+$151K |
| 5 |
Morgan Stanley
New York
|
+$132K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$512K |
| 2 |
HCA
Harbour Capital Advisors
Tysons Corner,
Virginia
|
-$212K |
| 3 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$209K |
| 4 |
LPL Financial
San Diego,
California
|
-$201K |
| 5 |
Invesco
Atlanta,
Georgia
|
-$133K |
JPT Hedge Fund Activity: Q1 2018 in Review
18 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred and Income Fund (JPT) for Q1 2018, worth a combined $11M — down 0.73% from $11.1M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of JPT and 3 opened new positions — a net loss of 3 holders — while 1 trimmed existing stakes and 11 added.
The largest buyer was Ladenburg Thalmann Financial Services, adding an estimated $380K. The largest seller was Raymond James Financial Services Advisors, exiting entirely with an estimated $512K sold.
- 18 institutional investors held Nuveen Preferred and Income Fund (JPT) as of Q1 2018, down from 22 in Q4 2017.
- Funds reported $11M of Nuveen Preferred and Income Fund stock for Q1 2018, down 0.73% quarter-over-quarter.
- 3 funds opened new Nuveen Preferred and Income Fund positions in Q1 2018 and 6 closed out, a net change of -3 holders.
- The largest Nuveen Preferred and Income Fund buyer in Q1 2018 was Ladenburg Thalmann Financial Services, an estimated $380K added.
- The largest Nuveen Preferred and Income Fund seller in Q1 2018 was Raymond James Financial Services Advisors, an estimated $512K sold.
Based on aggregated 13F filings for Q1 2018.