Nuveen Preferred and Income Fund
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.
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: 25 → 25 (0)
13% less capital invested
Capital invested by funds: $18.6M → $16.2M (-$2.37M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$1.07M |
| 2 |
Morgan Stanley
New York
|
+$957K |
| 3 |
HTC
Haverford Trust Company
Radnor,
Pennsylvania
|
+$292K |
| 4 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$285K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$160K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$227K |
| 2 |
PTC
Private Trust Company
Cleveland,
Ohio
|
-$201K |
| 3 |
WS
Wedbush Securities
Los Angeles,
California
|
-$58.9K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$49.1K |
| 5 |
CFG
Citizens Financial Group
Providence,
Rhode Island
|
-$41K |
JPT Hedge Fund Activity: Q1 2020 in Review
25 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred and Income Fund (JPT) for Q1 2020, worth a combined $16.2M — down 13% from $18.6M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new JPT positions and 4 closed out — a net gain of 2 holders — while 13 added to existing stakes and 4 trimmed.
The largest buyer was Rivernorth Capital Management, opening a new position worth an estimated $1.07M. The largest seller was LPL Financial, exiting entirely with an estimated $227K sold.
- 25 institutional investors held Nuveen Preferred and Income Fund (JPT) as of Q1 2020, unchanged from Q4 2019.
- Funds reported $16.2M of Nuveen Preferred and Income Fund stock for Q1 2020, down 13% quarter-over-quarter.
- 6 funds opened new Nuveen Preferred and Income Fund positions in Q1 2020 and 4 closed out, a net change of +2 holders.
- The largest Nuveen Preferred and Income Fund buyer in Q1 2020 was Rivernorth Capital Management, an estimated $1.07M added.
- The largest Nuveen Preferred and Income Fund seller in Q1 2020 was LPL Financial, an estimated $227K sold.
Based on aggregated 13F filings for Q1 2020.