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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 $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.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 6

0% more funds holding

Funds holding: 2424 (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)

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
3
Increased
10
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$3.51M -$2.92M -124,094 -46%
BCA
2
Biltmore Capital Advisors
New Jersey
$2.37M +$444K +18,850 +24%
Bank of America
3
Bank of America
North Carolina
$2.19M -$181K -7,702 -8%
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$2.16M +$84.7K +3,600 +4%
Stifel Financial
5
Stifel Financial
Missouri
$1.91M +$211K +8,972 +13%
GIP
6
Greatmark Investment Partners
Georgia
$1.49M +$50.7K +2,153 +4%
IWC
7
Integrated Wealth Concepts
Massachusetts
$1.2M +$512K +21,762 +59%
Morgan Stanley
8
Morgan Stanley
New York
$1.08M +$74.5K +3,164 +8%
UBS Group
9
UBS Group
Switzerland
$558K -$59.9K -2,546 -10%
RJA
10
Raymond James & Associates
Florida
$422K -$271K -11,500 -40%
BTS
11
BB&T Securities
Virginia
$372K +$24.4K +1,035 +7%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$339K +$39.2K +1,668 +14%
WS
13
Wedbush Securities
California
$339K +$326K +13,850 New
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$338K -$118 -5 -0%
CPIG
15
Chicago Partners Investment Group
Illinois
$323K +$34.4K +1,463 +12%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$260K -$42K -1,786 -14%
RFM
17
Royal Fund Management
Florida
$221K +$60K +2,552 +39%
APA
18
American Portfolios Advisors
New York
$103K
AG
19
Advisor Group
Arizona
$24K
JP Morgan Chase
20
JP Morgan Chase
New York
$22K
GWM
21
Geneos Wealth Management
Colorado
$20K
BFEC
22
Benjamin F. Edwards & Company
Missouri
$16K
EIP
23
Ellis Investment Partners
Pennsylvania
$16K +$16.2K +688 New
Millennium Management
24
Millennium Management
New York
-$270K -11,851 Closed
ASN
25
Advisory Services Network
Georgia
-$104K -4,565 Closed