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JPT

Nuveen Preferred and Income Fund

Delisted

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.

New
Increased
Maintained
Reduced
Closed

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: 2218 (-4)

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

Holders
18
Holders Change
-4
Holders Change %
-18.18%
% of All Funds
0.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
11
Reduced
1
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$2.06M +$375K +15,447 +23%
Bank of America
2
Bank of America
North Carolina
$2.05M +$24.8K +1,020 +1%
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$1.33M +$380K +15,650 +40%
Invesco
4
Invesco
Georgia
$1.15M -$133K -5,476 -10%
GIP
5
Greatmark Investment Partners
Georgia
$893K +$151K +6,200 +20%
RJA
6
Raymond James & Associates
Florida
$528K +$48.6K +2,000 +10%
Stifel Financial
7
Stifel Financial
Missouri
$486K +$15.2K +625 +3%
Morgan Stanley
8
Morgan Stanley
New York
$395K +$132K +5,416 +51%
OC
9
Oppenheimer & Co
New York
$338K
CIC
10
Carnegie Investment Counsel
Ohio
$334K
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$316K +$313K +12,902 New
BTS
12
BB&T Securities
Virginia
$301K +$26.7K +1,100 +10%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$243K +$11.9K +492 +5%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$223K +$267 +11 +0.1%
APA
15
American Portfolios Advisors
New York
$216K
UBS Group
16
UBS Group
Switzerland
$132K +$36.4K +1,500 +38%
SEI Investments
17
SEI Investments
Pennsylvania
$31K +$31.1K +1,280 New
BFEC
18
Benjamin F. Edwards & Company
Missouri
$16K +$15.5K +640 New
RJFSA
19
Raymond James Financial Services Advisors
Florida
-$512K -20,395 Closed
ASN
20
Advisory Services Network
Georgia
-$209K -8,600 Closed
HCA
21
Harbour Capital Advisors
Virginia
-$212K -8,450 Closed
LPL Financial
22
LPL Financial
California
-$201K -8,000 Closed
Manulife (Manufacturers Life Insurance)
23
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$94K -3,759 Closed
TRCT
24
Tower Research Capital (TRC)
New York
-$5K -200 Closed