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JPT

Nuveen Preferred and Income Fund

Delisted

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.

New
Increased
Maintained
Reduced
Closed

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: 2226 (+4)

6% more capital invested

Capital invested by funds: $21.2M → $22.4M (+$1.18M)

Holders
26
Holders Change
+4
Holders Change %
+18.18%
% of All Funds
0.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
10
Reduced
8
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$3.15M +$185K +7,595 +6%
IWC
2
Integrated Wealth Concepts
Massachusetts
$3.09M -$380K -15,615 -11%
Osaic Holdings
3
Osaic Holdings
Arizona
$2.25M -$24.8K -1,022 -1%
GIP
4
Greatmark Investment Partners
Georgia
$1.96M -$12.8K -526 -0.7%
Bank of America
5
Bank of America
North Carolina
$1.95M +$363K +14,945 +23%
Wells Fargo
6
Wells Fargo
California
$1.81M +$99.4K +4,091 +6%
Stifel Financial
7
Stifel Financial
Missouri
$1.33M -$156K -6,410 -11%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$1.19M +$151K +6,196 +15%
SIA
9
Sit Investment Associates
Minnesota
$1.01M +$246K +10,123 +32%
UBS Group
10
UBS Group
Switzerland
$888K +$111K +4,574 +14%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$674K -$24.3K -1,000 -4%
WS
12
Wedbush Securities
California
$649K +$177K +7,291 +38%
RJA
13
Raymond James & Associates
Florida
$486K +$15.5K +639 +3%
Truist Financial
14
Truist Financial
North Carolina
$363K -$20K -822 -5%
CPIG
15
Chicago Partners Investment Group
Illinois
$324K -$9.99K -411 -3%
HWAM
16
Hennion & Walsh Asset Management
New Jersey
$254K +$252K +10,364 New
RFM
17
Royal Fund Management
Florida
$226K -$5.2K -214 -2%
HTC
18
Haverford Trust Company
Pennsylvania
$208K
SPIA
19
Steward Partners Investment Advisory
New York
$203K +$29.2K +1,200 +17%
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$198K +$197K +8,093 New
APA
21
American Portfolios Advisors
New York
$93.1K
WAM
22
Wolverine Asset Management
Illinois
$72K +$72K +2,964 New
GWM
23
Geneos Wealth Management
Colorado
$21K
EIP
24
Ellis Investment Partners
Pennsylvania
$19K +$194 +8 +1%
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$4K +$4.79K +197 New