Nuveen Preferred and Income Fund
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.
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: 28 → 31 (+3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$4.4M |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$939K |
| 3 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$363K |
| 4 |
CPIG
Chicago Partners Investment Group
Chicago,
Illinois
|
+$305K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$211K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$296K |
| 2 |
Wells Fargo
San Francisco,
California
|
-$286K |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$78.5K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$37.3K |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
-$24.6K |
JPT Hedge Fund Activity: Q4 2021 in Review
31 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred and Income Fund (JPT) for Q4 2021, worth a combined $28.9M — up 24% from $23.2M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new JPT positions and 2 closed out — a net gain of 3 holders — while 14 added to existing stakes and 6 trimmed.
The largest buyer was Sit Investment Associates, adding an estimated $4.4M. The largest seller was Bank of America, cutting an estimated $296K.
- 31 institutional investors held Nuveen Preferred and Income Fund (JPT) as of Q4 2021, up from 28 in Q3 2021.
- Funds reported $28.9M of Nuveen Preferred and Income Fund stock for Q4 2021, up 24% quarter-over-quarter.
- 5 funds opened new Nuveen Preferred and Income Fund positions in Q4 2021 and 2 closed out, a net change of +3 holders.
- The largest Nuveen Preferred and Income Fund buyer in Q4 2021 was Sit Investment Associates, an estimated $4.4M added.
- The largest Nuveen Preferred and Income Fund seller in Q4 2021 was Bank of America, an estimated $296K sold.
Based on aggregated 13F filings for Q4 2021.