Nuveen Preferred and Income Fund
JPT was delisted on the 3rd of November, 2023.
22 hedge funds and large institutions have $13.3M invested in Nuveen Preferred and Income Fund in 2018 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 4 reducing their positions, and 3 closing their positions.
125% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 4
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
16% more funds holding
Funds holding: 19 → 22 (+3)
8% more capital invested
Capital invested by funds: $12.3M → $13.3M (+$969K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$525K |
| 2 |
GIP
Greatmark Investment Partners
Columbus,
Georgia
|
+$402K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$349K |
| 4 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$341K |
| 5 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$237K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIC
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
-$325K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$310K |
| 3 |
OC
Oppenheimer & Co
New York
|
-$218K |
| 4 |
Morgan Stanley
New York
|
-$63.4K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$62.4K |
JPT Hedge Fund Activity: Q3 2018 in Review
22 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred and Income Fund (JPT) for Q3 2018, worth a combined $13.3M — up 7.9% from $12.3M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new JPT positions and 3 closed out — a net gain of 3 holders — while 9 added to existing stakes and 4 trimmed.
The largest buyer was Ladenburg Thalmann Financial Services, adding an estimated $525K. The largest seller was Carnegie Investment Counsel, exiting entirely with an estimated $325K sold.
- 22 institutional investors held Nuveen Preferred and Income Fund (JPT) as of Q3 2018, up from 19 in Q2 2018.
- Funds reported $13.3M of Nuveen Preferred and Income Fund stock for Q3 2018, up 7.9% quarter-over-quarter.
- 6 funds opened new Nuveen Preferred and Income Fund positions in Q3 2018 and 3 closed out, a net change of +3 holders.
- The largest Nuveen Preferred and Income Fund buyer in Q3 2018 was Ladenburg Thalmann Financial Services, an estimated $525K added.
- The largest Nuveen Preferred and Income Fund seller in Q3 2018 was Carnegie Investment Counsel, an estimated $325K sold.
Based on aggregated 13F filings for Q3 2018.