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JPT

Nuveen Preferred and Income Fund

Delisted

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

31 hedge funds and large institutions have $28.9M invested in Nuveen Preferred and Income Fund in 2021 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

133% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 6

24% more capital invested

Capital invested by funds: $23.2M → $28.9M (+$5.65M)

11% more funds holding

Funds holding: 2831 (+3)

Holders
31
Holders Change
+3
Holders Change %
+10.71%
% of All Funds
0.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
14
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$6.07M +$4.4M +178,430 +260%
Morgan Stanley
2
Morgan Stanley
New York
$3.42M +$28.9K +1,175 +0.9%
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$3.11M +$939K +38,118 +43%
Osaic Holdings
4
Osaic Holdings
Arizona
$2.34M +$49.3K +2,000 +2%
GIP
5
Greatmark Investment Partners
Georgia
$2.14M +$8.01K +325 +0.4%
Bank of America
6
Bank of America
North Carolina
$1.91M -$296K -12,017 -13%
Wells Fargo
7
Wells Fargo
California
$1.68M -$286K -11,620 -15%
Stifel Financial
8
Stifel Financial
Missouri
$1.42M +$58.4K +2,369 +4%
DC
9
Davenport & Co
Virginia
$1.09M +$24.6K +1,000 +2%
UBS Group
10
UBS Group
Switzerland
$789K -$37.3K -1,513 -4%
WS
11
Wedbush Securities
California
$655K +$3.23K +131 +0.5%
CPIG
12
Chicago Partners Investment Group
Illinois
$576K +$305K +12,364 +98%
RJA
13
Raymond James & Associates
Florida
$559K +$21.6K +877 +4%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$454K +$28.8K +1,168 +7%
BRWA
15
B. Riley Wealth Advisors
Florida
$447K +$117K +4,751 +35%
CAN
16
Cetera Advisor Networks
California
$362K +$363K +14,730 New
SFS
17
Shaker Financial Services
Virginia
$306K -$78.5K -3,188 -20%
IWC
18
Integrated Wealth Concepts
Massachusetts
$276K
Truist Financial
19
Truist Financial
North Carolina
$255K -$24.6K -1,000 -9%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$211K +$211K +8,584 New
HTC
21
Haverford Trust Company
Pennsylvania
$209K
SPIA
22
Steward Partners Investment Advisory
New York
$204K
MA
23
MKT Advisors
California
$136K +$140K +5,675 New
APA
24
American Portfolios Advisors
New York
$83.5K
SCA
25
Snowden Capital Advisors
New York
$58K +$59.1K +2,400 New