Nuveen Preferred and Income Fund
JPT was delisted on the 3rd of November, 2023.
19 hedge funds and large institutions have $12.3M invested in Nuveen Preferred and Income Fund in 2018 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
17% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 6
12% more capital invested
Capital invested by funds: $11M → $12.3M (+$1.3M)
6% more funds holding
Funds holding: 18 → 19 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$576K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$438K |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$386K |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$149K |
| 5 |
GIP
Greatmark Investment Partners
Columbus,
Georgia
|
+$90.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OC
Oppenheimer & Co
New York
|
-$115K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$72K |
| 3 |
Invesco
Atlanta,
Georgia
|
-$46.9K |
| 4 |
SEI Investments
Oaks,
Pennsylvania
|
-$31K |
| 5 |
Morgan Stanley
New York
|
-$14.9K |
JPT Hedge Fund Activity: Q2 2018 in Review
19 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred and Income Fund (JPT) for Q2 2018, worth a combined $12.3M — up 12% from $11M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new JPT positions and 1 closed out — a net gain of 1 holder — while 7 added to existing stakes and 6 trimmed.
The largest buyer was Wells Fargo, adding an estimated $576K. The largest seller was Oppenheimer & Co, cutting an estimated $115K.
- 19 institutional investors held Nuveen Preferred and Income Fund (JPT) as of Q2 2018, up from 18 in Q1 2018.
- Funds reported $12.3M of Nuveen Preferred and Income Fund stock for Q2 2018, up 12% quarter-over-quarter.
- 2 funds opened new Nuveen Preferred and Income Fund positions in Q2 2018 and 1 closed out, a net change of +1 holder.
- The largest Nuveen Preferred and Income Fund buyer in Q2 2018 was Wells Fargo, an estimated $576K added.
- The largest Nuveen Preferred and Income Fund seller in Q2 2018 was Oppenheimer & Co, an estimated $115K sold.
Based on aggregated 13F filings for Q2 2018.