Nuveen Preferred Securities & Income Opportunities Fund
JPI
JPI was delisted on the 19th of September, 2025.
40 hedge funds and large institutions have $65.7M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2015 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 13 reducing their positions, and 3 closing their positions.
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
15% more capital invested
Capital invested by funds: $57.1M → $65.7M (+$8.64M)
8% more funds holding
Funds holding: 37 → 40 (+3)
1.25% more ownership
Funds ownership: 11.42% → 12.67% (+1.3%)
8% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TFMS
Trust & Fiduciary Management Services
Boston,
Massachusetts
|
+$5.26M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.51M |
| 3 |
JWM
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
+$1.14M |
| 4 |
WEC
Winslow Evans & Crocker
Boston,
Massachusetts
|
+$405K |
| 5 |
NPC
National Planning Corporation
El Segundo,
California
|
+$253K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$611K |
| 2 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
-$500K |
| 3 |
BTS
BB&T Securities
Richmond,
Virginia
|
-$465K |
| 4 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$457K |
| 5 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$430K |
JPI Hedge Fund Activity: Q4 2015 in Review
40 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred Securities & Income Opportunities Fund (JPI) for Q4 2015, worth a combined $65.7M — up 15% from $57.1M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new JPI positions and 3 closed out — a net gain of 3 holders — while 12 added to existing stakes and 13 trimmed.
The largest buyer was Trust & Fiduciary Management Services, opening a new position worth an estimated $5.26M. The largest seller was Morgan Stanley, cutting an estimated $611K.
- 40 institutional investors held Nuveen Preferred Securities & Income Opportunities Fund (JPI) as of Q4 2015, up from 37 in Q3 2015.
- Funds reported $65.7M of Nuveen Preferred Securities & Income Opportunities Fund stock for Q4 2015, up 15% quarter-over-quarter.
- 6 funds opened new Nuveen Preferred Securities & Income Opportunities Fund positions in Q4 2015 and 3 closed out, a net change of +3 holders.
- The largest Nuveen Preferred Securities & Income Opportunities Fund buyer in Q4 2015 was Trust & Fiduciary Management Services, an estimated $5.26M added.
- The largest Nuveen Preferred Securities & Income Opportunities Fund seller in Q4 2015 was Morgan Stanley, an estimated $611K sold.
Based on aggregated 13F filings for Q4 2015.