Nuveen Preferred and Income Fund
JPT was delisted on the 3rd of November, 2023.
26 hedge funds and large institutions have $22.4M invested in Nuveen Preferred and Income Fund in 2021 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
25% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 8
18% more funds holding
Funds holding: 22 → 26 (+4)
6% more capital invested
Capital invested by funds: $21.2M → $22.4M (+$1.18M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$363K |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$246K |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$197K |
| 4 |
Morgan Stanley
New York
|
+$185K |
| 5 |
WS
Wedbush Securities
Los Angeles,
California
|
+$177K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$380K |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$227K |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
-$156K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$24.8K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$24.3K |
JPT Hedge Fund Activity: Q1 2021 in Review
26 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred and Income Fund (JPT) for Q1 2021, worth a combined $22.4M — up 5.6% from $21.2M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new JPT positions and 1 closed out — a net gain of 4 holders — while 10 added to existing stakes and 8 trimmed.
The largest buyer was Bank of America, adding an estimated $363K. The largest seller was Integrated Wealth Concepts, cutting an estimated $380K.
- 26 institutional investors held Nuveen Preferred and Income Fund (JPT) as of Q1 2021, up from 22 in Q4 2020.
- Funds reported $22.4M of Nuveen Preferred and Income Fund stock for Q1 2021, up 5.6% quarter-over-quarter.
- 5 funds opened new Nuveen Preferred and Income Fund positions in Q1 2021 and 1 closed out, a net change of +4 holders.
- The largest Nuveen Preferred and Income Fund buyer in Q1 2021 was Bank of America, an estimated $363K added.
- The largest Nuveen Preferred and Income Fund seller in Q1 2021 was Integrated Wealth Concepts, an estimated $380K sold.
Based on aggregated 13F filings for Q1 2021.