Nuveen Preferred and Income Fund
JPT was delisted on the 3rd of November, 2023.
24 hedge funds and large institutions have $18.4M invested in Nuveen Preferred and Income Fund in 2018 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 3 closing their positions.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
38% more capital invested
Capital invested by funds: $13.3M → $18.4M (+$5.04M)
29% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 7
9% more funds holding
Funds holding: 22 → 24 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$4.42M |
| 2 |
Morgan Stanley
New York
|
+$1.09M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
+$430K |
| 4 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$326K |
| 5 |
CIC
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
+$304K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$233K |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$136K |
| 3 |
APA
American Portfolios Advisors
Holbrook,
New York
|
-$100K |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$77.7K |
| 5 |
GIP
Greatmark Investment Partners
Columbus,
Georgia
|
-$54.2K |
JPT Hedge Fund Activity: Q4 2018 in Review
24 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred and Income Fund (JPT) for Q4 2018, worth a combined $18.4M — up 38% from $13.3M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new JPT positions and 3 closed out — a net gain of 2 holders — while 9 added to existing stakes and 7 trimmed.
The largest buyer was Wells Fargo, adding an estimated $4.42M. The largest seller was Shaker Financial Services, exiting entirely with an estimated $233K sold.
- 24 institutional investors held Nuveen Preferred and Income Fund (JPT) as of Q4 2018, up from 22 in Q3 2018.
- Funds reported $18.4M of Nuveen Preferred and Income Fund stock for Q4 2018, up 38% quarter-over-quarter.
- 5 funds opened new Nuveen Preferred and Income Fund positions in Q4 2018 and 3 closed out, a net change of +2 holders.
- The largest Nuveen Preferred and Income Fund buyer in Q4 2018 was Wells Fargo, an estimated $4.42M added.
- The largest Nuveen Preferred and Income Fund seller in Q4 2018 was Shaker Financial Services, an estimated $233K sold.
Based on aggregated 13F filings for Q4 2018.