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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 $20.1M invested in Nuveen Preferred and Income Fund in 2019 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 6

10% more capital invested

Capital invested by funds: $18.4M → $20.1M (+$1.76M)

0% more funds holding

Funds holding: 2424 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

Holders
24
Holders Change
Holders Change %
0%
% of All Funds
0.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
8
Reduced
6
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$6.1M -$942K -41,584 -13%
Bank of America
2
Bank of America
North Carolina
$2.21M +$37.8K +1,670 +2%
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$1.93M +$31.8K +1,404 +2%
BCA
4
Biltmore Capital Advisors
New Jersey
$1.77M +$1.76M +77,825 New
Stifel Financial
5
Stifel Financial
Missouri
$1.58M +$409K +18,079 +35%
GIP
6
Greatmark Investment Partners
Georgia
$1.34M +$84.4K +3,728 +7%
Morgan Stanley
7
Morgan Stanley
New York
$932K -$501K -22,129 -35%
IWC
8
Integrated Wealth Concepts
Massachusetts
$835K +$158K +6,960 +23%
RJA
9
Raymond James & Associates
Florida
$655K -$13.6K -600 -2%
UBS Group
10
UBS Group
Switzerland
$578K +$48.8K +2,155 +9%
BTS
11
BB&T Securities
Virginia
$323K +$47.5K +2,100 +17%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$315K -$10.6K -467 -3%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$283K -$31.7K -1,400 -10%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$278K +$32.6K +1,442 +13%
CPIG
15
Chicago Partners Investment Group
Illinois
$274K +$270K +11,927 New
Millennium Management
16
Millennium Management
New York
$270K +$268K +11,851 New
RFM
17
Royal Fund Management
Florida
$148K +$147K +6,508 New
ASN
18
Advisory Services Network
Georgia
$104K -$73.2K -3,235 -41%
APA
19
American Portfolios Advisors
New York
$95.8K
AG
20
Advisor Group
Arizona
$23K
JP Morgan Chase
21
JP Morgan Chase
New York
$20K
GWM
22
Geneos Wealth Management
Colorado
$19K
BFEC
23
Benjamin F. Edwards & Company
Missouri
$15K
Citigroup
24
Citigroup
New York
$10K +$9.46K +418 New
Invesco
25
Invesco
Georgia
-$1.08M -52,088 Closed