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JPT

Nuveen Preferred and Income Fund

Delisted

JPT was delisted on the 3rd of November, 2023.

28 hedge funds and large institutions have $23.2M invested in Nuveen Preferred and Income Fund in 2021 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

22% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 9

8% more funds holding

Funds holding: 2628 (+2)

8% more capital invested

Capital invested by funds: $21.6M → $23.2M (+$1.64M)

Holders
28
Holders Change
+2
Holders Change %
+7.69%
% of All Funds
0.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
11
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$3.44M +$247K +9,834 +8%
Osaic Holdings
2
Osaic Holdings
Arizona
$2.32M +$62.8K +2,500 +3%
Bank of America
3
Bank of America
North Carolina
$2.24M +$15.6K +621 +0.7%
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$2.21M +$955K +37,996 +75%
GIP
5
Greatmark Investment Partners
Georgia
$2.16M +$22.4K +891 +1%
Wells Fargo
6
Wells Fargo
California
$1.99M -$13.1K -520 -0.6%
SIA
7
Sit Investment Associates
Minnesota
$1.71M +$360K +14,317 +26%
Stifel Financial
8
Stifel Financial
Missouri
$1.39M -$13K -517 -0.9%
DC
9
Davenport & Co
Virginia
$1.08M +$1.09M +43,200 New
UBS Group
10
UBS Group
Switzerland
$838K -$75.8K -3,015 -8%
WS
11
Wedbush Securities
California
$660K
RJA
12
Raymond James & Associates
Florida
$545K -$12.6K -500 -2%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$432K -$295K -11,743 -40%
SFS
14
Shaker Financial Services
Virginia
$390K -$202K -8,036 -34%
BRWA
15
B. Riley Wealth Advisors
Florida
$335K +$45.7K +1,818 +16%
CPIG
16
Chicago Partners Investment Group
Illinois
$314K +$4.45K +177 +1%
Truist Financial
17
Truist Financial
North Carolina
$284K -$93.6K -3,726 -25%
IWC
18
Integrated Wealth Concepts
Massachusetts
$280K -$2.19K -87 -0.8%
HTC
19
Haverford Trust Company
Pennsylvania
$212K
SPIA
20
Steward Partners Investment Advisory
New York
$207K +$40.2K +1,600 +24%
APA
21
American Portfolios Advisors
New York
$84.7K -$10.1K -400 -11%
GWM
22
Geneos Wealth Management
Colorado
$21K
EIP
23
Ellis Investment Partners
Pennsylvania
$19K +$276 +11 +1%
CTC
24
Central Trust Company
Missouri
$16K +$15.8K +628 New
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$10K +$1.28K +51 +14%