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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 $16.2M invested in Nuveen Preferred and Income Fund in 2020 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 4

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

0% more funds holding

Funds holding: 2525 (0)

13% less capital invested

Capital invested by funds: $18.6M → $16.2M (-$2.37M)

Holders
25
Holders Change
Holders Change %
0%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
13
Reduced
4
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
1
Integrated Wealth Concepts
Massachusetts
$2.74M +$285K +12,124 +9%
Osaic Holdings
2
Osaic Holdings
Arizona
$1.76M +$2.17M +92,161 New
Morgan Stanley
3
Morgan Stanley
New York
$1.68M +$957K +40,649 +86%
Wells Fargo
4
Wells Fargo
California
$1.38M +$67.5K +2,867 +4%
GIP
5
Greatmark Investment Partners
Georgia
$1.33M +$31.9K +1,353 +2%
Bank of America
6
Bank of America
North Carolina
$1.29M -$29.3K -1,246 -2%
Stifel Financial
7
Stifel Financial
Missouri
$969K +$118 +5 +0%
RCM
8
Rivernorth Capital Management
Florida
$868K +$1.07M +45,446 New
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$809K +$123K +5,211 +14%
UBS Group
10
UBS Group
Switzerland
$603K -$49.1K -2,087 -6%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$592K +$74.4K +3,158 +11%
RJA
12
Raymond James & Associates
Florida
$404K +$160K +6,800 +47%
Truist Financial
13
Truist Financial
North Carolina
$313K +$51.9K +2,205 +16%
CPIG
14
Chicago Partners Investment Group
Illinois
$289K +$3.86K +164 +1%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$288K -$494 -21 -0.1%
WS
16
Wedbush Securities
California
$268K -$58.9K -2,500 -15%
HTC
17
Haverford Trust Company
Pennsylvania
$237K +$292K +12,400 New
RFM
18
Royal Fund Management
Florida
$194K +$6.31K +268 +3%
SPIA
19
Steward Partners Investment Advisory
New York
$82K +$70.6K +3,000 +231%
APA
20
American Portfolios Advisors
New York
$80.3K
GWM
21
Geneos Wealth Management
Colorado
$16K
SF
22
Synovus Financial
Georgia
$15K +$18.8K +800 New
EIP
23
Ellis Investment Partners
Pennsylvania
$13K +$283 +12 +2%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$8K +$9.42K +400 New
TRCT
25
Tower Research Capital (TRC)
New York
$8K +$9.42K +400 New