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JPT

Nuveen Preferred and Income Fund

Delisted

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.

New
Increased
Maintained
Reduced
Closed

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: 2125 (+4)

14% more capital invested

Capital invested by funds: $16.3M → $18.6M (+$2.3M)

Holders
25
Holders Change
+4
Holders Change %
+19.05%
% of All Funds
0.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
10
Reduced
6
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
1
Integrated Wealth Concepts
Massachusetts
$3.3M +$1.36M +54,824 +72%
LTFS
2
Ladenburg Thalmann Financial Services
Florida
$2.37M +$105K +4,250 +5%
Wells Fargo
3
Wells Fargo
California
$1.75M -$1.04M -41,948 -38%
Bank of America
4
Bank of America
North Carolina
$1.74M -$353K -14,271 -17%
GIP
5
Greatmark Investment Partners
Georgia
$1.72M +$95.4K +3,853 +6%
Stifel Financial
6
Stifel Financial
Missouri
$1.28M -$251K -10,145 -17%
Morgan Stanley
7
Morgan Stanley
New York
$1.19M +$104K +4,190 +10%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$935K +$919K +37,119 New
UBS Group
9
UBS Group
Switzerland
$848K +$189K +7,638 +29%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$701K +$345K +13,945 +100%
WS
11
Wedbush Securities
California
$417K +$24.8K +1,000 +6%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$380K -$3.59K -145 -1%
RJA
13
Raymond James & Associates
Florida
$361K -$37.1K -1,500 -9%
Truist Financial
14
Truist Financial
North Carolina
$357K +$351K +14,179 New
CPIG
15
Chicago Partners Investment Group
Illinois
$339K +$3.64K +147 +1%
RFM
16
Royal Fund Management
Florida
$249K +$13.3K +537 +6%
LPL Financial
17
LPL Financial
California
$227K +$223K +9,000 New
PTC
18
Private Trust Company
Ohio
$201K +$198K +8,000 New
APA
19
American Portfolios Advisors
New York
$106K
CFG
20
Citizens Financial Group
Rhode Island
$41K +$40.5K +1,638 New
SPIA
21
Steward Partners Investment Advisory
New York
$32K +$32.2K +1,300 New
AG
22
Advisor Group
Arizona
$25K
GWM
23
Geneos Wealth Management
Colorado
$21K
EIP
24
Ellis Investment Partners
Pennsylvania
$17K +$248 +10 +1%
JP Morgan Chase
25
JP Morgan Chase
New York
$11K -$11.1K -447 -50%