Nuveen Preferred Securities & Income Opportunities Fund
JPI
JPI was delisted on the 19th of September, 2025.
27 hedge funds and large institutions have $65.7M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2013 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 3 reducing their positions, and 5 closing their positions.
367% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 3
126% more capital invested
Capital invested by funds: $29.1M → $65.7M (+$36.6M)
20% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 5
2.12% more ownership
Funds ownership: 6.47% → 8.59% (+2.1%)
0% more funds holding
Funds holding: 27 → 27 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
U
UBS
Zurich,
Switzerland
|
+$4.67M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.29M |
| 3 |
BTS
BB&T Securities
Richmond,
Virginia
|
+$818K |
| 4 |
Invesco
Atlanta,
Georgia
|
+$797K |
| 5 |
SCM
Saba Capital Management
New York
|
+$774K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VFS
VSR Financial Services
Overland Park,
Kansas
|
-$712K |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
-$277K |
| 3 |
CWM
Cabot Wealth Management
Salem,
Massachusetts
|
-$220K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$201K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$37.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TRCT
26
Tower Research Capital (TRC)
New York
| $7K | -$15.7K | -685 | -69% |
|
27
Barclays
London,
United Kingdom
| $2K | +$2.08K | +91 | New |
|
|
28
First Trust Advisors
Wheaton,
Illinois
| – | -$277K | -11,405 | Closed |
|
|
CWM
29
Cabot Wealth Management
Salem,
Massachusetts
| – | -$220K | -9,070 | Closed |
|
|
30
Commonwealth Equity Services
Waltham,
Massachusetts
| – | -$201K | -8,265 | Closed |
|
31
US Bancorp
Minneapolis,
Minnesota
| – | -$24K | -1,000 | Closed |
|
|
LTFS
32
Ladenburg Thalmann Financial Services
Miami,
Florida
| – | -$12K | -500 | Closed |
|
JPI Hedge Fund Activity: Q3 2013 in Review
27 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred Securities & Income Opportunities Fund (JPI) for Q3 2013, worth a combined $65.7M — up 126% from $29.1M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new JPI positions and 5 closed out — a net gain of 1 holder — while 14 added to existing stakes and 3 trimmed.
The largest buyer was UBS, adding an estimated $4.67M. The largest seller was VSR Financial Services, cutting an estimated $712K.
- 27 institutional investors held Nuveen Preferred Securities & Income Opportunities Fund (JPI) as of Q3 2013, unchanged from Q2 2013.
- Funds reported $65.7M of Nuveen Preferred Securities & Income Opportunities Fund stock for Q3 2013, up 126% quarter-over-quarter.
- 6 funds opened new Nuveen Preferred Securities & Income Opportunities Fund positions in Q3 2013 and 5 closed out, a net change of +1 holder.
- The largest Nuveen Preferred Securities & Income Opportunities Fund buyer in Q3 2013 was UBS, an estimated $4.67M added.
- The largest Nuveen Preferred Securities & Income Opportunities Fund seller in Q3 2013 was VSR Financial Services, an estimated $712K sold.
Based on aggregated 13F filings for Q3 2013.