Nuveen Preferred and Income Fund
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.
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: 23 → 22 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$253K |
| 2 |
HTC
Haverford Trust Company
Radnor,
Pennsylvania
|
+$200K |
| 3 |
GIP
Greatmark Investment Partners
Columbus,
Georgia
|
+$115K |
| 4 |
Morgan Stanley
New York
|
+$102K |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$90.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$479K |
| 2 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$323K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$38.4K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$20.3K |
| 5 |
RFM
Royal Fund Management
Lady Lake,
Florida
|
-$16.8K |
JPT Hedge Fund Activity: Q4 2020 in Review
22 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred and Income Fund (JPT) for Q4 2020, worth a combined $21.2M — up 6.7% from $19.9M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of JPT and 1 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 13 added.
The largest buyer was Sit Investment Associates, adding an estimated $253K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $479K sold.
- 22 institutional investors held Nuveen Preferred and Income Fund (JPT) as of Q4 2020, down from 23 in Q3 2020.
- Funds reported $21.2M of Nuveen Preferred and Income Fund stock for Q4 2020, up 6.7% quarter-over-quarter.
- 1 fund opened new Nuveen Preferred and Income Fund positions in Q4 2020 and 2 closed out, a net change of -1 holder.
- The largest Nuveen Preferred and Income Fund buyer in Q4 2020 was Sit Investment Associates, an estimated $253K added.
- The largest Nuveen Preferred and Income Fund seller in Q4 2020 was Susquehanna International Group, an estimated $479K sold.
Based on aggregated 13F filings for Q4 2020.