Nuveen Preferred and Income Fund
JPT was delisted on the 3rd of November, 2023.
26 hedge funds and large institutions have $21.6M invested in Nuveen Preferred and Income Fund in 2021 Q2 according to their latest regulatory filings, with 2 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
0% more funds holding
Funds holding: 26 → 26 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
0.77% less ownership
Funds ownership: 13.38% → 12.61% (-0.77%)
4% less capital invested
Capital invested by funds: $22.4M → $21.6M (-$857K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$585K |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$323K |
| 3 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
+$287K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$235K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$167K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$2.84M |
| 2 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
-$254K |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$72.8K |
| 4 |
SPIA
Steward Partners Investment Advisory
New York
|
-$39.5K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$31.1K |
JPT Hedge Fund Activity: Q2 2021 in Review
26 of the 5,769 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred and Income Fund (JPT) for Q2 2021, worth a combined $21.6M — down 3.8% from $22.4M a quarter earlier.
Fund positioning in JPT was balanced in Q2 2021: 2 funds opened new positions, 2 closed out, 13 added to existing stakes and 6 trimmed.
The largest buyer was Shaker Financial Services, opening a new position worth an estimated $585K. The largest seller was Integrated Wealth Concepts, cutting an estimated $2.84M.
- 26 institutional investors held Nuveen Preferred and Income Fund (JPT) as of Q2 2021, unchanged from Q1 2021.
- Funds reported $21.6M of Nuveen Preferred and Income Fund stock for Q2 2021, down 3.8% quarter-over-quarter.
- 2 funds opened new Nuveen Preferred and Income Fund positions in Q2 2021 and 2 closed out, a net change of 0 holders.
- The largest Nuveen Preferred and Income Fund buyer in Q2 2021 was Shaker Financial Services, an estimated $585K added.
- The largest Nuveen Preferred and Income Fund seller in Q2 2021 was Integrated Wealth Concepts, an estimated $2.84M sold.
Based on aggregated 13F filings for Q2 2021.