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JPT

Nuveen Preferred and Income Fund

Delisted

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.

New
Increased
Maintained
Reduced
Closed

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: 1819 (+1)

Holders
19
Holders Change
+1
Holders Change %
+5.56%
% of All Funds
0.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
7
Reduced
6
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$2.61M +$576K +23,950 +28%
Bank of America
2
Bank of America
North Carolina
$1.96M -$72K -2,991 -4%
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$1.33M
Invesco
4
Invesco
Georgia
$1.09M -$46.9K -1,950 -4%
GIP
5
Greatmark Investment Partners
Georgia
$973K +$90.9K +3,780 +10%
Stifel Financial
6
Stifel Financial
Missouri
$629K +$149K +6,203 +31%
UBS Group
7
UBS Group
Switzerland
$572K +$438K +18,214 +337%
RJA
8
Raymond James & Associates
Florida
$521K
RJFSA
9
Raymond James Financial Services Advisors
Florida
$388K +$386K +16,059 New
Morgan Stanley
10
Morgan Stanley
New York
$375K -$14.9K -619 -4%
CIC
11
Carnegie Investment Counsel
Ohio
$325K
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$310K -$1.9K -79 -0.6%
BTS
13
BB&T Securities
Virginia
$300K +$2.41K +100 +0.8%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$251K +$30.8K +1,281 +14%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$241K +$674 +28 +0.3%
OC
16
Oppenheimer & Co
New York
$218K -$115K -4,800 -35%
APA
17
American Portfolios Advisors
New York
$213K -$361 -15 -0.2%
AG
18
Advisor Group
Arizona
$24K +$24.1K +1,000 New
BFEC
19
Benjamin F. Edwards & Company
Missouri
$15K
SEI Investments
20
SEI Investments
Pennsylvania
-$31K -1,280 Closed