Nuveen Preferred and Income Fund
JPT was delisted on the 3rd of November, 2023.
17 hedge funds and large institutions have $11.4M invested in Nuveen Preferred and Income Fund in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 5 closing their positions.
0% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 6
5% less capital invested
Capital invested by funds: $12M → $11.4M (-$634K)
11% less funds holding
Funds holding: 19 → 17 (-2)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$491K |
| 2 |
Invesco
Atlanta,
Georgia
|
+$425K |
| 3 |
WP
Woodline Partners
San Francisco,
California
|
+$404K |
| 4 |
Morgan Stanley
New York
|
+$112K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$82.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$469K |
| 2 |
LSC
Logan Stone Capital
Chicago,
Illinois
|
-$326K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$321K |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$97.3K |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
-$77.6K |
JPT Hedge Fund Activity: Q1 2023 in Review
17 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred and Income Fund (JPT) for Q1 2023, worth a combined $11.4M — down 5.3% from $12M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of JPT and 4 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 6 added.
The largest buyer was Sit Investment Associates, adding an estimated $491K. The largest seller was International Assets Investment Management, exiting entirely with an estimated $469K sold.
- 17 institutional investors held Nuveen Preferred and Income Fund (JPT) as of Q1 2023, down from 19 in Q4 2022.
- Funds reported $11.4M of Nuveen Preferred and Income Fund stock for Q1 2023, down 5.3% quarter-over-quarter.
- 4 funds opened new Nuveen Preferred and Income Fund positions in Q1 2023 and 5 closed out, a net change of -1 holder.
- The largest Nuveen Preferred and Income Fund buyer in Q1 2023 was Sit Investment Associates, an estimated $491K added.
- The largest Nuveen Preferred and Income Fund seller in Q1 2023 was International Assets Investment Management, an estimated $469K sold.
Based on aggregated 13F filings for Q1 2023.