Nuveen Preferred and Income Fund
JPT was delisted on the 3rd of November, 2023.
23 hedge funds and large institutions have $19.6M invested in Nuveen Preferred and Income Fund in 2020 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 4 closing their positions.
21% more capital invested
Capital invested by funds: $16.2M → $19.6M (+$3.37M)
11% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 9
8% less funds holding
Funds holding: 25 → 23 (-2)
50% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$689K |
| 2 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$520K |
| 3 |
Morgan Stanley
New York
|
+$394K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$99K |
| 5 |
GIP
Greatmark Investment Partners
Columbus,
Georgia
|
+$40K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$868K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$82K |
| 3 |
HTC
Haverford Trust Company
Radnor,
Pennsylvania
|
-$74.6K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$62.2K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$51.1K |
JPT Hedge Fund Activity: Q2 2020 in Review
23 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred and Income Fund (JPT) for Q2 2020, worth a combined $19.6M — up 21% from $16.2M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of JPT and 2 opened new positions — a net loss of 2 holders — while 9 trimmed existing stakes and 10 added.
The largest buyer was Integrated Wealth Concepts, adding an estimated $689K. The largest seller was Rivernorth Capital Management, exiting entirely with an estimated $868K sold.
- 23 institutional investors held Nuveen Preferred and Income Fund (JPT) as of Q2 2020, down from 25 in Q1 2020.
- Funds reported $19.6M of Nuveen Preferred and Income Fund stock for Q2 2020, up 21% quarter-over-quarter.
- 2 funds opened new Nuveen Preferred and Income Fund positions in Q2 2020 and 4 closed out, a net change of -2 holders.
- The largest Nuveen Preferred and Income Fund buyer in Q2 2020 was Integrated Wealth Concepts, an estimated $689K added.
- The largest Nuveen Preferred and Income Fund seller in Q2 2020 was Rivernorth Capital Management, an estimated $868K sold.
Based on aggregated 13F filings for Q2 2020.