Nuveen Preferred and Income Fund
JPT was delisted on the 3rd of November, 2023.
25 hedge funds and large institutions have $18.6M invested in Nuveen Preferred and Income Fund in 2019 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 1 closing their positions.
500% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 1
67% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 6
19% more funds holding
Funds holding: 21 → 25 (+4)
14% more capital invested
Capital invested by funds: $16.3M → $18.6M (+$2.3M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$1.36M |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$919K |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
+$351K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$345K |
| 5 |
LPL Financial
San Diego,
California
|
+$223K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$1.04M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$353K |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
-$251K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$234K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$37.1K |
JPT Hedge Fund Activity: Q4 2019 in Review
25 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred and Income Fund (JPT) for Q4 2019, worth a combined $18.6M — up 14% from $16.3M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new JPT positions and 1 closed out — a net gain of 5 holders — while 10 added to existing stakes and 6 trimmed.
The largest buyer was Integrated Wealth Concepts, adding an estimated $1.36M. The largest seller was Wells Fargo, cutting an estimated $1.04M.
- 25 institutional investors held Nuveen Preferred and Income Fund (JPT) as of Q4 2019, up from 21 in Q3 2019.
- Funds reported $18.6M of Nuveen Preferred and Income Fund stock for Q4 2019, up 14% quarter-over-quarter.
- 6 funds opened new Nuveen Preferred and Income Fund positions in Q4 2019 and 1 closed out, a net change of +5 holders.
- The largest Nuveen Preferred and Income Fund buyer in Q4 2019 was Integrated Wealth Concepts, an estimated $1.36M added.
- The largest Nuveen Preferred and Income Fund seller in Q4 2019 was Wells Fargo, an estimated $1.04M sold.
Based on aggregated 13F filings for Q4 2019.