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Nuveen Variable Rate Preferred & Income Fund

26 hedge funds and large institutions have $20.6M invested in Nuveen Variable Rate Preferred & Income Fund in 2022 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 10 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 2

150% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 4

44% more funds holding

Funds holding: 1826 (+8)

22% more capital invested

Capital invested by funds: $16.8M → $20.6M (+$3.76M)

1.21% more ownership

Funds ownership: 4.15%5.36% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
26
Holders Change
+8
Holders Change %
+44.44%
% of All Funds
0.45%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
10
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
26
EverSource Wealth Advisors
Alabama
+$114 +6 New
GI
27
Gradient Investments
Minnesota
+$493 +26 New

NPFD Hedge Fund Activity: Q3 2022 in Review

26 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Nuveen Variable Rate Preferred & Income Fund (NPFD) for Q3 2022, worth a combined $20.6M — up 22% from $16.8M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new NPFD positions and 2 closed out — a net gain of 8 holders — while 10 added to existing stakes and 4 trimmed.

The largest buyer was UBS Group, adding an estimated $2.46M. The largest seller was Wolverine Asset Management, exiting entirely with an estimated $1.34M sold.

  • 26 institutional investors held Nuveen Variable Rate Preferred & Income Fund (NPFD) as of Q3 2022, up from 18 in Q2 2022.
  • Funds reported $20.6M of Nuveen Variable Rate Preferred & Income Fund stock for Q3 2022, up 22% quarter-over-quarter.
  • 10 funds opened new Nuveen Variable Rate Preferred & Income Fund positions in Q3 2022 and 2 closed out, a net change of +8 holders.
  • The largest Nuveen Variable Rate Preferred & Income Fund buyer in Q3 2022 was UBS Group, an estimated $2.46M added.
  • The largest Nuveen Variable Rate Preferred & Income Fund seller in Q3 2022 was Wolverine Asset Management, an estimated $1.34M sold.

Based on aggregated 13F filings for Q3 2022.