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JPT

Nuveen Preferred and Income Fund

Delisted

JPT was delisted on the 3rd of November, 2023.

22 hedge funds and large institutions have $21.2M invested in Nuveen Preferred and Income Fund in 2020 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 13 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 6

7% more capital invested

Capital invested by funds: $19.9M → $21.2M (+$1.33M)

4% less funds holding

Funds holding: 2322 (-1)

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

Holders
22
Holders Change
-1
Holders Change %
-4.35%
% of All Funds
0.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
13
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
1
Integrated Wealth Concepts
Massachusetts
$3.45M -$323K -13,724 -9%
Morgan Stanley
2
Morgan Stanley
New York
$2.94M +$102K +4,330 +4%
Osaic Holdings
3
Osaic Holdings
Arizona
$2.26M +$54.1K +2,300 +3%
GIP
4
Greatmark Investment Partners
Georgia
$1.96M +$115K +4,903 +6%
Wells Fargo
5
Wells Fargo
California
$1.7M -$38.4K -1,633 -2%
Bank of America
6
Bank of America
North Carolina
$1.57M +$88K +3,739 +6%
Stifel Financial
7
Stifel Financial
Missouri
$1.48M +$90.1K +3,829 +7%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$1.03M +$22.4K +950 +2%
UBS Group
9
UBS Group
Switzerland
$771K +$24.7K +1,050 +3%
SIA
10
Sit Investment Associates
Minnesota
$758K +$253K +10,757 +53%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$695K -$5.65K -240 -0.8%
RJA
12
Raymond James & Associates
Florida
$468K -$20.3K -862 -4%
WS
13
Wedbush Securities
California
$468K +$49.1K +2,087 +12%
Truist Financial
14
Truist Financial
North Carolina
$381K +$13.3K +566 +4%
CPIG
15
Chicago Partners Investment Group
Illinois
$330K -$16.1K -683 -5%
RFM
16
Royal Fund Management
Florida
$230K -$16.8K -712 -7%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$227K +$424 +18 +0.2%
HTC
18
Haverford Trust Company
Pennsylvania
$207K +$200K +8,500 New
SPIA
19
Steward Partners Investment Advisory
New York
$173K +$4.71K +200 +3%
APA
20
American Portfolios Advisors
New York
$92.5K
GWM
21
Geneos Wealth Management
Colorado
$20K
EIP
22
Ellis Investment Partners
Pennsylvania
$18K +$353 +15 +2%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
-$479K -20,869 Closed
TRCT
24
Tower Research Capital (TRC)
New York
-$2K -88 Closed