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JPT

Nuveen Preferred and Income Fund

Delisted

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.

New
Increased
Maintained
Reduced
Closed

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: 2523 (-2)

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
23
Holders Change
-2
Holders Change %
-8%
% of All Funds
0.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
10
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
1
Integrated Wealth Concepts
Massachusetts
$3.95M +$689K +32,326 +23%
Morgan Stanley
2
Morgan Stanley
New York
$2.39M +$394K +18,501 +21%
Osaic Holdings
3
Osaic Holdings
Arizona
$2.04M -$26.6K -1,250 -1%
Wells Fargo
4
Wells Fargo
California
$1.66M +$25.6K +1,200 +2%
GIP
5
Greatmark Investment Partners
Georgia
$1.61M +$40K +1,878 +3%
Bank of America
6
Bank of America
North Carolina
$1.44M -$82K -3,847 -6%
Stifel Financial
7
Stifel Financial
Missouri
$1.17M +$25.9K +1,216 +2%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$930K -$20.5K -960 -2%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$674K -$22.5K -1,056 -3%
UBS Group
10
UBS Group
Switzerland
$656K -$51.1K -2,400 -8%
RJA
11
Raymond James & Associates
Florida
$580K +$99K +4,647 +22%
KWM
12
Kingsview Wealth Management
Oregon
$549K +$520K +24,398 New
Truist Financial
13
Truist Financial
North Carolina
$354K -$13.5K -634 -4%
WS
14
Wedbush Securities
California
$338K +$21.3K +1,000 +7%
CPIG
15
Chicago Partners Investment Group
Illinois
$319K +$5.8K +272 +2%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$273K -$62.2K -2,918 -19%
RFM
17
Royal Fund Management
Florida
$229K
HTC
18
Haverford Trust Company
Pennsylvania
$200K -$74.6K -3,500 -28%
SPIA
19
Steward Partners Investment Advisory
New York
$126K +$27.7K +1,300 +30%
APA
20
American Portfolios Advisors
New York
$85.5K -$8.52K -400 -10%
GWM
21
Geneos Wealth Management
Colorado
$18K
EIP
22
Ellis Investment Partners
Pennsylvania
$16K +$234 +11 +2%
PAG
23
Private Advisor Group
New Jersey
$14K +$13.6K +640 New
RCM
24
Rivernorth Capital Management
Florida
-$868K -45,446 Closed
SF
25
Synovus Financial
Georgia
-$15K -800 Closed