Nuveen Preferred and Income Fund
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.
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: 26 → 28 (+2)
8% more capital invested
Capital invested by funds: $21.6M → $23.2M (+$1.64M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DC
Davenport & Co
Richmond,
Virginia
|
+$1.09M |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$955K |
| 3 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$360K |
| 4 |
Morgan Stanley
New York
|
+$247K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$62.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$295K |
| 2 |
RFM
Royal Fund Management
Lady Lake,
Florida
|
-$233K |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$202K |
| 4 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$202K |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
-$93.6K |
JPT Hedge Fund Activity: Q3 2021 in Review
28 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred and Income Fund (JPT) for Q3 2021, worth a combined $23.2M — up 7.6% from $21.6M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new JPT positions and 3 closed out — a net gain of 2 holders — while 11 added to existing stakes and 9 trimmed.
The largest buyer was Davenport & Co, opening a new position worth an estimated $1.09M. The largest seller was Royal Bank of Canada, cutting an estimated $295K.
- 28 institutional investors held Nuveen Preferred and Income Fund (JPT) as of Q3 2021, up from 26 in Q2 2021.
- Funds reported $23.2M of Nuveen Preferred and Income Fund stock for Q3 2021, up 7.6% quarter-over-quarter.
- 5 funds opened new Nuveen Preferred and Income Fund positions in Q3 2021 and 3 closed out, a net change of +2 holders.
- The largest Nuveen Preferred and Income Fund buyer in Q3 2021 was Davenport & Co, an estimated $1.09M added.
- The largest Nuveen Preferred and Income Fund seller in Q3 2021 was Royal Bank of Canada, an estimated $295K sold.
Based on aggregated 13F filings for Q3 2021.