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JPI

Nuveen Preferred Securities & Income Opportunities Fund

Delisted

JPI was delisted on the 19th of September, 2025.

40 hedge funds and large institutions have $79.2M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2014 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 12 increasing their positions, 7 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

71% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 7

18% more funds holding

Funds holding: 3440 (+6)

0.66% less ownership

Funds ownership: 11.12%10.46% (-0.66%)

5% less capital invested

Capital invested by funds: $83M → $79.2M (-$3.74M)

Holders
40
Holders Change
+6
Holders Change %
+17.65%
% of All Funds
1.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
12
Reduced
7
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WS
26
Wedbush Securities
California
$268K +$20.5K +891 +8%
GGPS
27
Gary Goldberg Planning Services
New York
$233K
SAM
28
SignalPoint Asset Management
Missouri
$224K
WEC
29
Winslow Evans & Crocker
Massachusetts
$91.1K
TDC
30
Thompson Davis & Co
Virginia
$62K -$11.5K -500 -15%
TJHA
31
Thomas J. Herzfeld Advisors
Florida
$52K
Deutsche Bank
32
Deutsche Bank
Germany
$51K
TRCT
33
Tower Research Capital (TRC)
New York
$35K +$35.8K +1,558 New
RC
34
RegentAtlantic Capital
New Jersey
$33.7K +$34.5K +1,500 New
Citigroup
35
Citigroup
New York
$28K +$15.3K +667 +111%
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$23K +$23.1K +1,005 New
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$19K +$19.8K +863 +86,300%
NFG
38
Next Financial Group
Texas
$12K +$12.4K +540 New
Fifth Third Bancorp
39
Fifth Third Bancorp
Ohio
$9K +$9.2K +400 New
BRWA
40
B. Riley Wealth Advisors
Florida
$56 +$57.5K +2,500 New
GC
41
Guggenheim Capital
Illinois
-$4.28M -186,600 Closed
SCM
42
Saba Capital Management
New York
-$1.84M -80,534 Closed
Jane Street
43
Jane Street
New York
-$414K -18,076 Closed
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
-$206K -9,010 Closed
Thrivent Financial for Lutherans
45
Thrivent Financial for Lutherans
Minnesota
-$14K -600 Closed
MFS
46
MSI Financial Services
Massachusetts
-$10K -440 Closed
BRWM
47
B. Riley Wealth Management
Tennessee
-$9K -400 Closed

JPI Hedge Fund Activity: Q4 2014 in Review

40 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred Securities & Income Opportunities Fund (JPI) for Q4 2014, worth a combined $79.2M — down 4.5% from $83M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new JPI positions and 7 closed out — a net gain of 7 holders — while 12 added to existing stakes and 7 trimmed.

The largest buyer was SG Americas Securities, opening a new position worth an estimated $830K. The largest seller was Guggenheim Capital, exiting entirely with an estimated $4.28M sold.

  • 40 institutional investors held Nuveen Preferred Securities & Income Opportunities Fund (JPI) as of Q4 2014, up from 34 in Q3 2014.
  • Funds reported $79.2M of Nuveen Preferred Securities & Income Opportunities Fund stock for Q4 2014, down 4.5% quarter-over-quarter.
  • 14 funds opened new Nuveen Preferred Securities & Income Opportunities Fund positions in Q4 2014 and 7 closed out, a net change of +7 holders.
  • The largest Nuveen Preferred Securities & Income Opportunities Fund buyer in Q4 2014 was SG Americas Securities, an estimated $830K added.
  • The largest Nuveen Preferred Securities & Income Opportunities Fund seller in Q4 2014 was Guggenheim Capital, an estimated $4.28M sold.

Based on aggregated 13F filings for Q4 2014.