Nuveen Preferred and Income Fund
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.
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: 24 → 24 (0)
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCA
Biltmore Capital Advisors
Princeton,
New Jersey
|
+$1.76M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
+$409K |
| 3 |
CPIG
Chicago Partners Investment Group
Chicago,
Illinois
|
+$270K |
| 4 |
Millennium Management
New York
|
+$268K |
| 5 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$158K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$1.08M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$942K |
| 3 |
Morgan Stanley
New York
|
-$501K |
| 4 |
CIC
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
-$290K |
| 5 |
MSAM
Moloney Securities Asset Management
Manchester,
Missouri
|
-$239K |
JPT Hedge Fund Activity: Q1 2019 in Review
24 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred and Income Fund (JPT) for Q1 2019, worth a combined $20.1M — up 9.6% from $18.4M a quarter earlier.
Fund positioning in JPT was balanced in Q1 2019: 5 funds opened new positions, 5 closed out, 8 added to existing stakes and 6 trimmed.
The largest buyer was Biltmore Capital Advisors, opening a new position worth an estimated $1.76M. The largest seller was Invesco, exiting entirely with an estimated $1.08M sold.
- 24 institutional investors held Nuveen Preferred and Income Fund (JPT) as of Q1 2019, unchanged from Q4 2018.
- Funds reported $20.1M of Nuveen Preferred and Income Fund stock for Q1 2019, up 9.6% quarter-over-quarter.
- 5 funds opened new Nuveen Preferred and Income Fund positions in Q1 2019 and 5 closed out, a net change of 0 holders.
- The largest Nuveen Preferred and Income Fund buyer in Q1 2019 was Biltmore Capital Advisors, an estimated $1.76M added.
- The largest Nuveen Preferred and Income Fund seller in Q1 2019 was Invesco, an estimated $1.08M sold.
Based on aggregated 13F filings for Q1 2019.