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JPT

Nuveen Preferred and Income Fund

Delisted

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.

New
Increased
Maintained
Reduced
Closed

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: 2224 (+2)

Holders
24
Holders Change
+2
Holders Change %
+9.09%
% of All Funds
0.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
9
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$6.41M +$4.42M +203,779 +193%
Bank of America
2
Bank of America
North Carolina
$1.98M -$8.29K -382 -0.4%
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$1.72M +$135K +6,243 +8%
Morgan Stanley
4
Morgan Stanley
New York
$1.31M +$1.09M +50,216 +393%
GIP
5
Greatmark Investment Partners
Georgia
$1.14M -$54.2K -2,499 -4%
Invesco
6
Invesco
Georgia
$1.08M +$76.9K +3,545 +7%
Stifel Financial
7
Stifel Financial
Missouri
$1.06M +$430K +19,807 +63%
IWC
8
Integrated Wealth Concepts
Massachusetts
$615K +$326K +15,019 +103%
RJA
9
Raymond James & Associates
Florida
$608K +$106K +4,907 +20%
UBS Group
10
UBS Group
Switzerland
$481K -$781 -36 -0.2%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$296K -$29.7K -1,369 -9%
CIC
12
Carnegie Investment Counsel
Ohio
$290K +$304K +14,000 New
RJFSA
13
Raymond James Financial Services Advisors
Florida
$286K -$77.7K -3,583 -21%
BTS
14
BB&T Securities
Virginia
$250K +$130 +6 +0%
MSAM
15
Moloney Securities Asset Management
Missouri
$239K +$250K +11,541 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$222K -$42.4K -1,954 -15%
ASN
17
Advisory Services Network
Georgia
$162K +$43.4K +2,000 +34%
APA
18
American Portfolios Advisors
New York
$87.1K -$100K -4,610 -52%
TRCT
19
Tower Research Capital (TRC)
New York
$49K +$51.6K +2,380 New
AG
20
Advisor Group
Arizona
$21K
JP Morgan Chase
21
JP Morgan Chase
New York
$19K +$19.4K +894 New
GWM
22
Geneos Wealth Management
Colorado
$17K
BFEC
23
Benjamin F. Edwards & Company
Missouri
$13K
SF
24
Synovus Financial
Georgia
$4K +$4.34K +200 New
SFS
25
Shaker Financial Services
Virginia
-$233K -10,200 Closed