Nuveen Preferred and Income Fund
JPT was delisted on the 3rd of November, 2023.
21 hedge funds and large institutions have $16.3M invested in Nuveen Preferred and Income Fund in 2019 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 10 increasing their positions, 5 reducing their positions, and 4 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 5
13% less funds holding
Funds holding: 24 → 21 (-3)
15% less capital invested
Capital invested by funds: $19.3M → $16.3M (-$2.97M)
75% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$434K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$234K |
| 3 |
GIP
Greatmark Investment Partners
Columbus,
Georgia
|
+$83.4K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$78.3K |
| 5 |
WS
Wedbush Securities
Los Angeles,
California
|
+$41.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCA
Biltmore Capital Advisors
Princeton,
New Jersey
|
-$2.37M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$776K |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
-$430K |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$260K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$150K |
JPT Hedge Fund Activity: Q3 2019 in Review
21 of the 4,574 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred and Income Fund (JPT) for Q3 2019, worth a combined $16.3M — down 15% from $19.3M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of JPT and 1 opened new positions — a net loss of 3 holders — while 5 trimmed existing stakes and 10 added.
The largest buyer was Integrated Wealth Concepts, adding an estimated $434K. The largest seller was Biltmore Capital Advisors, exiting entirely with an estimated $2.37M sold.
- 21 institutional investors held Nuveen Preferred and Income Fund (JPT) as of Q3 2019, down from 24 in Q2 2019.
- Funds reported $16.3M of Nuveen Preferred and Income Fund stock for Q3 2019, down 15% quarter-over-quarter.
- 1 fund opened new Nuveen Preferred and Income Fund positions in Q3 2019 and 4 closed out, a net change of -3 holders.
- The largest Nuveen Preferred and Income Fund buyer in Q3 2019 was Integrated Wealth Concepts, an estimated $434K added.
- The largest Nuveen Preferred and Income Fund seller in Q3 2019 was Biltmore Capital Advisors, an estimated $2.37M sold.
Based on aggregated 13F filings for Q3 2019.