Nuveen Preferred and Income Fund
JPT was delisted on the 3rd of November, 2023.
24 hedge funds and large institutions have $19.3M invested in Nuveen Preferred and Income Fund in 2019 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 3 closing their positions.
67% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 6
0% more funds holding
Funds holding: 24 → 24 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
4% less capital invested
Capital invested by funds: $20.1M → $19.3M (-$828K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$512K |
| 2 |
BCA
Biltmore Capital Advisors
Princeton,
New Jersey
|
+$444K |
| 3 |
WS
Wedbush Securities
Los Angeles,
California
|
+$326K |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$211K |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$84.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$2.92M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$271K |
| 3 |
Millennium Management
New York
|
-$270K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$181K |
| 5 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$104K |
JPT Hedge Fund Activity: Q2 2019 in Review
24 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred and Income Fund (JPT) for Q2 2019, worth a combined $19.3M — down 4.1% from $20.1M a quarter earlier.
Fund positioning in JPT was balanced in Q2 2019: 3 funds opened new positions, 3 closed out, 10 added to existing stakes and 6 trimmed.
The largest buyer was Integrated Wealth Concepts, adding an estimated $512K. The largest seller was Wells Fargo, cutting an estimated $2.92M.
- 24 institutional investors held Nuveen Preferred and Income Fund (JPT) as of Q2 2019, unchanged from Q1 2019.
- Funds reported $19.3M of Nuveen Preferred and Income Fund stock for Q2 2019, down 4.1% quarter-over-quarter.
- 3 funds opened new Nuveen Preferred and Income Fund positions in Q2 2019 and 3 closed out, a net change of 0 holders.
- The largest Nuveen Preferred and Income Fund buyer in Q2 2019 was Integrated Wealth Concepts, an estimated $512K added.
- The largest Nuveen Preferred and Income Fund seller in Q2 2019 was Wells Fargo, an estimated $2.92M sold.
Based on aggregated 13F filings for Q2 2019.