Nuveen Preferred and Income Fund
JPT was delisted on the 3rd of November, 2023.
23 hedge funds and large institutions have $19.9M invested in Nuveen Preferred and Income Fund in 2020 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 3 closing their positions.
2% more capital invested
Capital invested by funds: $19.6M → $19.9M (+$295K)
0% more funds holding
Funds holding: 23 → 23 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
0% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 8
0.06% less ownership
Funds ownership: 12.77% → 12.71% (-0.06%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$476K |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$465K |
| 3 |
Morgan Stanley
New York
|
+$229K |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$114K |
| 5 |
GIP
Greatmark Investment Partners
Columbus,
Georgia
|
+$97.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
-$549K |
| 2 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$454K |
| 3 |
HTC
Haverford Trust Company
Radnor,
Pennsylvania
|
-$200K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$130K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$66.8K |
JPT Hedge Fund Activity: Q3 2020 in Review
23 of the 4,972 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred and Income Fund (JPT) for Q3 2020, worth a combined $19.9M — up 1.5% from $19.6M a quarter earlier.
Fund positioning in JPT was balanced in Q3 2020: 3 funds opened new positions, 3 closed out, 8 added to existing stakes and 8 trimmed.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $476K. The largest seller was Kingsview Wealth Management, exiting entirely with an estimated $549K sold.
- 23 institutional investors held Nuveen Preferred and Income Fund (JPT) as of Q3 2020, unchanged from Q2 2020.
- Funds reported $19.9M of Nuveen Preferred and Income Fund stock for Q3 2020, up 1.5% quarter-over-quarter.
- 3 funds opened new Nuveen Preferred and Income Fund positions in Q3 2020 and 3 closed out, a net change of 0 holders.
- The largest Nuveen Preferred and Income Fund buyer in Q3 2020 was Susquehanna International Group, an estimated $476K added.
- The largest Nuveen Preferred and Income Fund seller in Q3 2020 was Kingsview Wealth Management, an estimated $549K sold.
Based on aggregated 13F filings for Q3 2020.