Nuveen Preferred and Income Fund
JPT was delisted on the 3rd of November, 2023.
22 hedge funds and large institutions have $13.9M invested in Nuveen Preferred and Income Fund in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 1 closing their positions.
500% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 1
60% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 5
29% more funds holding
Funds holding: 17 → 22 (+5)
22% more capital invested
Capital invested by funds: $11.4M → $13.9M (+$2.53M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$686K |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$632K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$322K |
| 4 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$285K |
| 5 |
WP
Woodline Partners
San Francisco,
California
|
+$225K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LSC
Logan Stone Capital
Chicago,
Illinois
|
-$79.6K |
| 2 |
SAM
SignalPoint Asset Management
Springfield,
Missouri
|
-$69K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$34.8K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$29.6K |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$20.7K |
JPT Hedge Fund Activity: Q2 2023 in Review
22 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred and Income Fund (JPT) for Q2 2023, worth a combined $13.9M — up 22% from $11.4M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new JPT positions and 1 closed out — a net gain of 5 holders — while 8 added to existing stakes and 5 trimmed.
The largest buyer was Wolverine Asset Management, opening a new position worth an estimated $686K. The largest seller was Logan Stone Capital, cutting an estimated $79.6K.
- 22 institutional investors held Nuveen Preferred and Income Fund (JPT) as of Q2 2023, up from 17 in Q1 2023.
- Funds reported $13.9M of Nuveen Preferred and Income Fund stock for Q2 2023, up 22% quarter-over-quarter.
- 6 funds opened new Nuveen Preferred and Income Fund positions in Q2 2023 and 1 closed out, a net change of +5 holders.
- The largest Nuveen Preferred and Income Fund buyer in Q2 2023 was Wolverine Asset Management, an estimated $686K added.
- The largest Nuveen Preferred and Income Fund seller in Q2 2023 was Logan Stone Capital, an estimated $79.6K sold.
Based on aggregated 13F filings for Q2 2023.