Nuveen Preferred Securities & Income Opportunities Fund
JPI
JPI was delisted on the 19th of September, 2025.
44 hedge funds and large institutions have $61.2M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2016 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 12 reducing their positions, and 4 closing their positions.
58% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 12
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
5% more capital invested
Capital invested by funds: $58.2M → $61.2M (+$3.01M)
2% more funds holding
Funds holding: 43 → 44 (+1)
0.49% more ownership
Funds ownership: 10.45% → 10.95% (+0.49%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$1.14M |
| 2 |
JWM
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
+$992K |
| 3 |
IAM
ICM Asset Management
Spokane,
Washington
|
+$971K |
| 4 |
Invesco
Atlanta,
Georgia
|
+$861K |
| 5 |
NPC
National Planning Corporation
El Segundo,
California
|
+$649K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$766K |
| 2 |
Cohen & Steers
New York
|
-$698K |
| 3 |
DA
Doliver Advisors
Houston,
Texas
|
-$656K |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$335K |
| 5 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
-$267K |
JPI Hedge Fund Activity: Q3 2016 in Review
44 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred Securities & Income Opportunities Fund (JPI) for Q3 2016, worth a combined $61.2M — up 5.2% from $58.2M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new JPI positions and 4 closed out — a net gain of 2 holders — while 19 added to existing stakes and 12 trimmed.
The largest buyer was UBS Group, adding an estimated $1.14M. The largest seller was Baird Financial Group, cutting an estimated $766K.
- 44 institutional investors held Nuveen Preferred Securities & Income Opportunities Fund (JPI) as of Q3 2016, up from 43 in Q2 2016.
- Funds reported $61.2M of Nuveen Preferred Securities & Income Opportunities Fund stock for Q3 2016, up 5.2% quarter-over-quarter.
- 6 funds opened new Nuveen Preferred Securities & Income Opportunities Fund positions in Q3 2016 and 4 closed out, a net change of +2 holders.
- The largest Nuveen Preferred Securities & Income Opportunities Fund buyer in Q3 2016 was UBS Group, an estimated $1.14M added.
- The largest Nuveen Preferred Securities & Income Opportunities Fund seller in Q3 2016 was Baird Financial Group, an estimated $766K sold.
Based on aggregated 13F filings for Q3 2016.