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JPI

Nuveen Preferred Securities & Income Opportunities Fund

Delisted

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

35 hedge funds and large institutions have $85.1M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2015 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 7 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 7

7% more capital invested

Capital invested by funds: $79.2M → $85.1M (+$5.88M)

0.47% more ownership

Funds ownership: 10.46%10.93% (+0.47%)

13% less funds holding

Funds holding: 4035 (-5)

27% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 11

Holders
35
Holders Change
-5
Holders Change %
-12.5%
% of All Funds
0.93%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
15
Reduced
7
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$91K +$67.5K +2,900 +289%
TJHA
27
Thomas J. Herzfeld Advisors
Florida
$71K +$17.4K +749 +33%
TDC
28
Thompson Davis & Co
Virginia
$53K -$11.6K -500 -18%
Citigroup
29
Citigroup
New York
$40K +$10.7K +460 +36%
MFS
30
MSI Financial Services
Massachusetts
$19K +$18.6K +800 New
NFG
31
Next Financial Group
Texas
$12K
Fifth Third Bancorp
32
Fifth Third Bancorp
Ohio
$9K
WA
33
WFG Advisors
Texas
$7K +$6.98K +300 New
EWM
34
Evercore Wealth Management
New York
$2K +$2.33K +100 New
MA
35
MUFG Americas
New York
$1K +$744 +32 New
RCM
36
Rivernorth Capital Management
Florida
-$1.02M -45,303 Closed
SG Americas Securities
37
SG Americas Securities
New York
-$810K -36,080 Closed
VKH
38
Virtu KCG Holdings
New York
-$578K -25,745 Closed
AQR Capital Management
39
AQR Capital Management
Connecticut
-$545K -24,288 Closed
SFS
40
Shaker Financial Services
Virginia
-$504K -22,450 Closed
Goldman Sachs
41
Goldman Sachs
New York
-$415K -18,476 Closed
BFM
42
Boothbay Fund Management
New York
-$330K -14,700 Closed
BRWA
43
B. Riley Wealth Advisors
Florida
-$56 -2,500 Closed
TRCT
44
Tower Research Capital (TRC)
New York
-$35K -1,558 Closed
RC
45
RegentAtlantic Capital
New Jersey
-$33.7K -1,500 Closed
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
-$19K -864 Closed

JPI Hedge Fund Activity: Q1 2015 in Review

35 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred Securities & Income Opportunities Fund (JPI) for Q1 2015, worth a combined $85.1M — up 7.4% from $79.2M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of JPI and 8 opened new positions — a net loss of 3 holders — while 7 trimmed existing stakes and 15 added.

The largest buyer was Bessemer Group, opening a new position worth an estimated $7.91M. The largest seller was Wells Fargo, cutting an estimated $1.42M.

  • 35 institutional investors held Nuveen Preferred Securities & Income Opportunities Fund (JPI) as of Q1 2015, down from 40 in Q4 2014.
  • Funds reported $85.1M of Nuveen Preferred Securities & Income Opportunities Fund stock for Q1 2015, up 7.4% quarter-over-quarter.
  • 8 funds opened new Nuveen Preferred Securities & Income Opportunities Fund positions in Q1 2015 and 11 closed out, a net change of -3 holders.
  • The largest Nuveen Preferred Securities & Income Opportunities Fund buyer in Q1 2015 was Bessemer Group, an estimated $7.91M added.
  • The largest Nuveen Preferred Securities & Income Opportunities Fund seller in Q1 2015 was Wells Fargo, an estimated $1.42M sold.

Based on aggregated 13F filings for Q1 2015.