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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 $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.

New
Increased
Maintained
Reduced
Closed

117% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 6

0% more funds holding

Funds holding: 2626 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

4% less capital invested

Capital invested by funds: $22.4M → $21.6M (-$857K)

Holders
26
Holders Change
Holders Change %
0%
% of All Funds
0.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
13
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$3.21M -$3.95K -160 -0.1%
Osaic Holdings
2
Osaic Holdings
Arizona
$2.27M -$31.1K -1,259 -1%
Bank of America
3
Bank of America
North Carolina
$2.23M +$235K +9,515 +12%
GIP
4
Greatmark Investment Partners
Georgia
$2.15M +$146K +5,928 +7%
Wells Fargo
5
Wells Fargo
California
$2.01M +$167K +6,747 +9%
Stifel Financial
6
Stifel Financial
Missouri
$1.4M +$46.9K +1,897 +3%
SIA
7
Sit Investment Associates
Minnesota
$1.36M +$323K +13,083 +32%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$1.26M +$49.2K +1,990 +4%
UBS Group
9
UBS Group
Switzerland
$916K +$9.66K +391 +1%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$726K +$38.3K +1,550 +6%
WS
11
Wedbush Securities
California
$663K
SFS
12
Shaker Financial Services
Virginia
$592K +$585K +23,674 New
RJA
13
Raymond James & Associates
Florida
$559K +$62K +2,508 +13%
Truist Financial
14
Truist Financial
North Carolina
$378K +$7.24K +293 +2%
CPIG
15
Chicago Partners Investment Group
Illinois
$310K -$18.1K -732 -6%
BRWA
16
B. Riley Wealth Advisors
Florida
$291K +$287K +11,606 New
IWC
17
Integrated Wealth Concepts
Massachusetts
$283K -$2.84M -114,938 -91%
RFM
18
Royal Fund Management
Florida
$233K +$2.27K +92 +1%
HTC
19
Haverford Trust Company
Pennsylvania
$212K
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$202K
SPIA
21
Steward Partners Investment Advisory
New York
$167K -$39.5K -1,600 -19%
APA
22
American Portfolios Advisors
New York
$95K
GWM
23
Geneos Wealth Management
Colorado
$21K
EIP
24
Ellis Investment Partners
Pennsylvania
$19K +$247 +10 +1%
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$9K +$4.42K +179 +91%