Nuveen Preferred Securities & Income Opportunities Fund
JPI
JPI was delisted on the 19th of September, 2025.
31 hedge funds and large institutions have $77.4M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2013 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 4 closing their positions.
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
22% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 9
18% more capital invested
Capital invested by funds: $65.7M → $77.4M (+$11.7M)
15% more funds holding
Funds holding: 27 → 31 (+4)
1.54% more ownership
Funds ownership: 8.59% → 10.13% (+1.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$6.13M |
| 2 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
+$4.34M |
| 3 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$3.08M |
| 4 |
Morgan Stanley
New York
|
+$2.23M |
| 5 |
SCM
Saba Capital Management
New York
|
+$1.39M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
U
UBS
Zurich,
Switzerland
|
-$4.46M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.28M |
| 3 |
VFS
VSR Financial Services
Overland Park,
Kansas
|
-$897K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$457K |
| 5 |
FAAS
First Allied Advisory Services
San Diego,
California
|
-$181K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TJHA
26
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| $66K | – | – | – |
|
|
TCM
27
TD Capital Management
Memphis,
Tennessee
| $22K | +$22.3K | +1,000 | New |
|
|
WRM
28
Westport Resources Management
Westport,
Connecticut
| $20K | – | – | – |
|
|
TRCT
29
Tower Research Capital (TRC)
New York
| $12K | +$5.41K | +243 | +77% |
|
30
Barclays
London,
United Kingdom
| $1K | -$712 | -32 | -35% |
|
|
31
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$1.28M | -56,455 | Closed |
|
|
WAM
32
Wolverine Asset Management
Chicago,
Illinois
| – | -$130K | -5,763 | Closed |
|
|
AIG
33
American International Group
New York
| – | -$23.4K | -1,030 | Closed |
|
34
Ameriprise
Minneapolis,
Minnesota
| – | -$15K | -680 | Closed |
|
|
MA
35
MUFG Americas
New York
| – | +$445 | +20 | New |
|
JPI Hedge Fund Activity: Q4 2013 in Review
31 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred Securities & Income Opportunities Fund (JPI) for Q4 2013, worth a combined $77.4M — up 18% from $65.7M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new JPI positions and 4 closed out — a net gain of 4 holders — while 11 added to existing stakes and 9 trimmed.
The largest buyer was Bank of America, adding an estimated $6.13M. The largest seller was UBS, cutting an estimated $4.46M.
- 31 institutional investors held Nuveen Preferred Securities & Income Opportunities Fund (JPI) as of Q4 2013, up from 27 in Q3 2013.
- Funds reported $77.4M of Nuveen Preferred Securities & Income Opportunities Fund stock for Q4 2013, up 18% quarter-over-quarter.
- 8 funds opened new Nuveen Preferred Securities & Income Opportunities Fund positions in Q4 2013 and 4 closed out, a net change of +4 holders.
- The largest Nuveen Preferred Securities & Income Opportunities Fund buyer in Q4 2013 was Bank of America, an estimated $6.13M added.
- The largest Nuveen Preferred Securities & Income Opportunities Fund seller in Q4 2013 was UBS, an estimated $4.46M sold.
Based on aggregated 13F filings for Q4 2013.