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JPT

Nuveen Preferred and Income Fund

Delisted

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

18 hedge funds and large institutions have $9.73M invested in Nuveen Preferred and Income Fund in 2022 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 6

10% less funds holding

Funds holding: 2018 (-2)

12% less capital invested

Capital invested by funds: $11M → $9.73M (-$1.28M)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

Holders
18
Holders Change
-2
Holders Change %
-10%
% of All Funds
0.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
7
Reduced
6
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$2.03M +$175K +8,750 +9%
Osaic Holdings
2
Osaic Holdings
Arizona
$1.77M -$3.99K -200 -0.2%
Bank of America
3
Bank of America
North Carolina
$1.51M +$142K +7,141 +10%
DC
4
Davenport & Co
Virginia
$806K -$33.9K -1,700 -4%
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$796K -$12.5K -625 -1%
Wells Fargo
6
Wells Fargo
California
$641K -$168K -8,405 -20%
UBS Group
7
UBS Group
Switzerland
$553K -$12K -600 -2%
LSC
8
Logan Stone Capital
Illinois
$542K +$569K +28,511 New
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$318K +$30.7K +1,541 +10%
CPIG
10
Chicago Partners Investment Group
Illinois
$260K +$3.05K +153 +1%
Stifel Financial
11
Stifel Financial
Missouri
$238K -$6.26K -314 -2%
SPIA
12
Steward Partners Investment Advisory
New York
$112K +$5.98K +300 +5%
APA
13
American Portfolios Advisors
New York
$64.6K
SWM
14
SeaCrest Wealth Management
New York
$52K +$54.9K +2,750 New
EIP
15
Ellis Investment Partners
Pennsylvania
$15K +$319 +16 +2%
CA
16
CoreCap Advisors
Michigan
$11K +$11.4K +570 New
AWM
17
Avior Wealth Management
Nebraska
$8K +$160 +8 +2%
FIA
18
FNY Investment Advisers
New York
$3K
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
-$535K -24,887 Closed
WAM
20
Wolverine Asset Management
Illinois
-$284K -13,211 Closed
GWM
21
Geneos Wealth Management
Colorado
-$18K -855 Closed
CTC
22
Central Trust Company
Missouri
-$11K -500 Closed
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
-$9K -427 Closed