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JPT

Nuveen Preferred and Income Fund

Delisted

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.

New
Increased
Maintained
Reduced
Closed

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: 1922 (+3)

8% more capital invested

Capital invested by funds: $12.3M → $13.3M (+$969K)

Holders
22
Holders Change
+3
Holders Change %
+15.79%
% of All Funds
0.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
9
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$2.41M -$62.4K -2,680 -2%
Bank of America
2
Bank of America
North Carolina
$2.19M +$349K +14,997 +19%
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$1.76M +$525K +22,581 +42%
GIP
4
Greatmark Investment Partners
Georgia
$1.31M +$402K +17,290 +43%
Invesco
5
Invesco
Georgia
$1.11M +$81.6K +3,506 +8%
Stifel Financial
6
Stifel Financial
Missouri
$719K +$127K +5,475 +21%
RJA
7
Raymond James & Associates
Florida
$559K +$67.1K +2,884 +13%
UBS Group
8
UBS Group
Switzerland
$531K -$8.84K -380 -2%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$398K +$30.8K +1,323 +8%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$358K +$133K +5,727 +58%
IWC
11
Integrated Wealth Concepts
Massachusetts
$335K +$341K +14,650 New
Morgan Stanley
12
Morgan Stanley
New York
$292K -$63.4K -2,725 -18%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$291K +$53.8K +2,311 +22%
BTS
14
BB&T Securities
Virginia
$276K -$8.14K -350 -3%
SFS
15
Shaker Financial Services
Virginia
$233K +$237K +10,200 New
APA
16
American Portfolios Advisors
New York
$201K
WAM
17
Wolverine Asset Management
Illinois
$136K +$138K +5,949 New
ASN
18
Advisory Services Network
Georgia
$133K +$135K +5,800 New
AG
19
Advisor Group
Arizona
$23K
GWM
20
Geneos Wealth Management
Colorado
$19K +$19.9K +855 New
BFEC
21
Benjamin F. Edwards & Company
Missouri
$15K
Citigroup
22
Citigroup
New York
$9K +$8.84K +380 New
CIC
23
Carnegie Investment Counsel
Ohio
-$325K -14,000 Closed
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
-$310K -12,823 Closed
OC
25
Oppenheimer & Co
New York
-$218K -9,000 Closed