Nuveen Preferred and Income Fund
JPT was delisted on the 3rd of November, 2023.
19 hedge funds and large institutions have $12M invested in Nuveen Preferred and Income Fund in 2022 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 4 closing their positions.
60% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 5
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
22% more capital invested
Capital invested by funds: $9.81M → $12M (+$2.19M)
6% more funds holding
Funds holding: 18 → 19 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$1.24M |
| 2 |
Morgan Stanley
New York
|
+$583K |
| 3 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$449K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$322K |
| 5 |
SAM
SignalPoint Asset Management
Springfield,
Missouri
|
+$190K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$173K |
| 2 |
Wells Fargo
San Francisco,
California
|
-$110K |
| 3 |
SPIA
Steward Partners Investment Advisory
New York
|
-$73K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$34.3K |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$30.1K |
JPT Hedge Fund Activity: Q4 2022 in Review
19 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred and Income Fund (JPT) for Q4 2022, worth a combined $12M — up 22% from $9.81M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new JPT positions and 4 closed out — a net gain of 2 holders — while 8 added to existing stakes and 5 trimmed.
The largest buyer was Sit Investment Associates, adding an estimated $1.24M. The largest seller was Bank of America, cutting an estimated $173K.
- 19 institutional investors held Nuveen Preferred and Income Fund (JPT) as of Q4 2022, up from 18 in Q3 2022.
- Funds reported $12M of Nuveen Preferred and Income Fund stock for Q4 2022, up 22% quarter-over-quarter.
- 6 funds opened new Nuveen Preferred and Income Fund positions in Q4 2022 and 4 closed out, a net change of +2 holders.
- The largest Nuveen Preferred and Income Fund buyer in Q4 2022 was Sit Investment Associates, an estimated $1.24M added.
- The largest Nuveen Preferred and Income Fund seller in Q4 2022 was Bank of America, an estimated $173K sold.
Based on aggregated 13F filings for Q4 2022.