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JPT

Nuveen Preferred and Income Fund

Delisted

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.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 5

13% less funds holding

Funds holding: 2421 (-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

Holders
21
Holders Change
-3
Holders Change %
-12.5%
% of All Funds
0.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
10
Reduced
5
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$2.71M -$776K -31,904 -22%
LTFS
2
Ladenburg Thalmann Financial Services
Florida
$2.18M +$36.5K +1,500 +2%
Bank of America
3
Bank of America
North Carolina
$2.02M -$150K -6,167 -7%
IWC
4
Integrated Wealth Concepts
Massachusetts
$1.85M +$434K +17,852 +31%
GIP
5
Greatmark Investment Partners
Georgia
$1.56M +$83.4K +3,429 +6%
Stifel Financial
6
Stifel Financial
Missouri
$1.47M -$430K -17,688 -23%
Morgan Stanley
7
Morgan Stanley
New York
$1.05M -$22.3K -915 -2%
UBS Group
8
UBS Group
Switzerland
$633K +$78.3K +3,220 +14%
RJA
9
Raymond James & Associates
Florida
$385K -$33.8K -1,391 -8%
WS
10
Wedbush Securities
California
$378K +$41.4K +1,700 +12%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$371K +$34.6K +1,423 +10%
BTS
12
BB&T Securities
Virginia
$369K
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$339K +$1.17K +48 +0.3%
CPIG
14
Chicago Partners Investment Group
Illinois
$331K +$3.58K +147 +1%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$234K +$234K +9,602 New
RFM
16
Royal Fund Management
Florida
$228K +$7.98K +328 +4%
APA
17
American Portfolios Advisors
New York
$102K
AG
18
Advisor Group
Arizona
$24K
JP Morgan Chase
19
JP Morgan Chase
New York
$22K
GWM
20
Geneos Wealth Management
Colorado
$20K
EIP
21
Ellis Investment Partners
Pennsylvania
$17K +$243 +10 +1%
BCA
22
Biltmore Capital Advisors
New Jersey
-$2.37M -96,675 Closed
RJFSA
23
Raymond James Financial Services Advisors
Florida
-$260K -10,613 Closed
BFEC
24
Benjamin F. Edwards & Company
Missouri
-$16K -640 Closed