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JPI

Nuveen Preferred Securities & Income Opportunities Fund

Delisted

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

43 hedge funds and large institutions have $58.2M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2016 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

30% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 10

16% more funds holding

Funds holding: 3743 (+6)

4% more capital invested

Capital invested by funds: $55.8M → $58.2M (+$2.41M)

0.01% less ownership

Funds ownership: 10.46%10.45% (-0.01%)

Holders
43
Holders Change
+6
Holders Change %
+16.22%
% of All Funds
1.15%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
13
Reduced
10
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$245K +$237K +10,024 New
BAM
27
Bruderman Asset Management
New York
$215K
WEC
28
Winslow Evans & Crocker
Massachusetts
$118K -$345K -14,613 -75%
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$102K
FNBT
30
FineMark National Bank & Trust
Florida
$96K -$92.8K -3,930 -50%
WA
31
WFG Advisors
Texas
$72K
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$54K +$11.1K +469 +27%
Deutsche Bank
33
Deutsche Bank
Germany
$48K -$70.8K -3,000 -60%
AG
34
Advisor Group
Arizona
$39K +$37.8K +1,600 New
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$26K
NFG
36
Next Financial Group
Texas
$24K
MFS
37
MSI Financial Services
Massachusetts
$17K +$16.5K +700 New
GWS
38
Glassman Wealth Services
Virginia
$15K +$14.9K +630 New
TRCT
39
Tower Research Capital (TRC)
New York
$14K +$13.2K +560 New
PCM
40
Penserra Capital Management
California
$6K
TDC
41
Thompson Davis & Co
Virginia
$6K
FANJ
42
Financial Architects (New Jersey)
New Jersey
$5K +$4.72K +200 New
EWM
43
Evercore Wealth Management
New York
$2K
YMRC
44
Yorktown Management & Research Company
Virginia
-$1.41M -60,000 Closed
VFS
45
VSR Financial Services
Kansas
-$267K -11,413 Closed
AIG
46
American International Group
New York
-$37K -1,600 Closed
Citigroup
47
Citigroup
New York
-$7K -300 Closed
KFA
48
Kelleher Financial Advisors
New York
-$5K -218 Closed

JPI Hedge Fund Activity: Q2 2016 in Review

43 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred Securities & Income Opportunities Fund (JPI) for Q2 2016, worth a combined $58.2M — up 4.3% from $55.8M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new JPI positions and 5 closed out — a net gain of 6 holders — while 13 added to existing stakes and 10 trimmed.

The largest buyer was ICM Asset Management, opening a new position worth an estimated $2.75M. The largest seller was Bessemer Group, cutting an estimated $2.35M.

  • 43 institutional investors held Nuveen Preferred Securities & Income Opportunities Fund (JPI) as of Q2 2016, up from 37 in Q1 2016.
  • Funds reported $58.2M of Nuveen Preferred Securities & Income Opportunities Fund stock for Q2 2016, up 4.3% quarter-over-quarter.
  • 11 funds opened new Nuveen Preferred Securities & Income Opportunities Fund positions in Q2 2016 and 5 closed out, a net change of +6 holders.
  • The largest Nuveen Preferred Securities & Income Opportunities Fund buyer in Q2 2016 was ICM Asset Management, an estimated $2.75M added.
  • The largest Nuveen Preferred Securities & Income Opportunities Fund seller in Q2 2016 was Bessemer Group, an estimated $2.35M sold.

Based on aggregated 13F filings for Q2 2016.