Nuveen Preferred and Income Fund
JPT was delisted on the 3rd of November, 2023.
18 hedge funds and large institutions have $9.81M invested in Nuveen Preferred and Income Fund in 2022 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 2 closing their positions.
80% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 5
1% more capital invested
Capital invested by funds: $9.73M → $9.81M (+$76.8K)
0% more funds holding
Funds holding: 18 → 18 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$359K |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
+$159K |
| 3 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$78.4K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$15.5K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$11.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWM
SeaCrest Wealth Management
Purchase,
New York
|
-$52K |
| 2 |
SPIA
Steward Partners Investment Advisory
New York
|
-$36.8K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$34.2K |
| 4 |
CPIG
Chicago Partners Investment Group
Chicago,
Illinois
|
-$18.1K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$16.1K |
JPT Hedge Fund Activity: Q3 2022 in Review
18 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred and Income Fund (JPT) for Q3 2022, worth a combined $9.81M — up 0.79% from $9.73M a quarter earlier.
Fund positioning in JPT was balanced in Q3 2022: 2 funds opened new positions, 2 closed out, 9 added to existing stakes and 5 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $359K. The largest seller was SeaCrest Wealth Management, exiting entirely with an estimated $52K sold.
- 18 institutional investors held Nuveen Preferred and Income Fund (JPT) as of Q3 2022, unchanged from Q2 2022.
- Funds reported $9.81M of Nuveen Preferred and Income Fund stock for Q3 2022, up 0.79% quarter-over-quarter.
- 2 funds opened new Nuveen Preferred and Income Fund positions in Q3 2022 and 2 closed out, a net change of 0 holders.
- The largest Nuveen Preferred and Income Fund buyer in Q3 2022 was Morgan Stanley, an estimated $359K added.
- The largest Nuveen Preferred and Income Fund seller in Q3 2022 was SeaCrest Wealth Management, an estimated $52K sold.
Based on aggregated 13F filings for Q3 2022.