Nuveen Preferred Securities & Income Opportunities Fund
JPI
JPI was delisted on the 19th of September, 2025.
31 hedge funds and large institutions have $85.9M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2014 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 11 reducing their positions, and 3 closing their positions.
4% more capital invested
Capital invested by funds: $82.6M → $85.9M (+$3.34M)
0.52% more ownership
Funds ownership: 10.74% → 11.26% (+0.52%)
0% more funds holding
Funds holding: 31 → 31 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
9% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
B
Baird
Milwaukee,
Wisconsin
|
+$1.46M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$1.06M |
| 3 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$389K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$343K |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
+$328K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$330K |
| 2 |
Citigroup
New York
|
-$318K |
| 3 |
VFS
VSR Financial Services
Overland Park,
Kansas
|
-$229K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$218K |
| 5 |
BTS
BB&T Securities
Richmond,
Virginia
|
-$211K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WEC
26
Winslow Evans & Crocker
Boston,
Massachusetts
| $95.3K | – | – | – |
|
|
WAM
27
Wolverine Asset Management
Chicago,
Illinois
| $85K | +$53.9K | +2,319 | +176% |
|
|
TDC
28
Thompson Davis & Co
Richmond,
Virginia
| $76K | – | – | – |
|
|
BRWA
29
B. Riley Wealth Advisors
Boca Raton,
Florida
| $58.7K | -$23.3K | -1,000 | -29% |
|
|
TJHA
30
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| $54K | – | – | – |
|
31
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $54K | +$53.5K | +2,300 | New |
|
32
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$15K | -666 | Closed |
|
|
LTFS
33
Ladenburg Thalmann Financial Services
Miami,
Florida
| – | -$14K | -600 | Closed |
|
34
Barclays
London,
United Kingdom
| – | -$1K | -46 | Closed |
|
JPI Hedge Fund Activity: Q2 2014 in Review
31 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred Securities & Income Opportunities Fund (JPI) for Q2 2014, worth a combined $85.9M — up 4% from $82.6M a quarter earlier.
Fund positioning in JPI was balanced in Q2 2014: 3 funds opened new positions, 3 closed out, 10 added to existing stakes and 11 trimmed.
The largest buyer was Baird, adding an estimated $1.46M. The largest seller was Guggenheim Capital, cutting an estimated $330K.
- 31 institutional investors held Nuveen Preferred Securities & Income Opportunities Fund (JPI) as of Q2 2014, unchanged from Q1 2014.
- Funds reported $85.9M of Nuveen Preferred Securities & Income Opportunities Fund stock for Q2 2014, up 4% quarter-over-quarter.
- 3 funds opened new Nuveen Preferred Securities & Income Opportunities Fund positions in Q2 2014 and 3 closed out, a net change of 0 holders.
- The largest Nuveen Preferred Securities & Income Opportunities Fund buyer in Q2 2014 was Baird, an estimated $1.46M added.
- The largest Nuveen Preferred Securities & Income Opportunities Fund seller in Q2 2014 was Guggenheim Capital, an estimated $330K sold.
Based on aggregated 13F filings for Q2 2014.