We are live on ! Find out more
JPI

Nuveen Preferred Securities & Income Opportunities Fund
JPI

Delisted

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

Back to rankings

54 hedge funds and large institutions have $63.2M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2016 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 14 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 6

23% more funds holding

Funds holding: 44 → 54 (+10)

1.17% more ownership

Funds ownership: 10.95% → 12.11% (+1.2%)

3% more capital invested

Capital invested by funds: $61.2M → $63.2M (+$2M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 14

Holders
54
Holders Change
+10
Holders Change %
+22.73%
% of All Funds
1.35%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
16
Increased
14
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LCM
Laurion Capital Management
New York
+$1.88M
2
Baird Financial Group
Baird Financial Group
Wisconsin
+$1.23M
3
RCM
Robinson Capital Management
Michigan
+$1.05M
4
Bessemer Group
Bessemer Group
New Jersey
+$904K
5
LPL Financial
LPL Financial
California
+$603K

Top Sellers

Rank Fund Capital Flow
1
JWM
Jacobus Wealth Management
Wisconsin
-$1.12M
2
Cohen & Steers
Cohen & Steers
New York
-$681K
3
Morgan Stanley
Morgan Stanley
New York
-$529K
4
Invesco
Invesco
Georgia
-$453K
5
FNBT
FineMark National Bank & Trust
Florida
-$398K
Name Holding Trade Value Shares
Change 		Change in
Stake
CRC
26
Curi RMB Capital
Illinois
$398K +$407K +17,376 New
WAM
27
Weiss Asset Management
Massachusetts
$390K +$398K +16,993 New
MSAM
28
Moloney Securities Asset Management
Missouri
$382K +$390K +16,678 New
WS
29
Wedbush Securities
California
$362K +$96.3K +4,112 +35%
Citigroup
30
Citigroup
New York
$323K +$330K +14,102 New
Millennium Management
31
Millennium Management
New York
$286K +$292K +12,455 New
Squarepoint
32
Squarepoint
New York
$284K +$290K +12,400 New
WTB
33
Washington Trust Bank
Washington
$225K – – –
Stifel Financial
34
Stifel Financial
Missouri
$225K +$31.3K +1,337 +16%
BAM
35
Bruderman Asset Management
New York
$201K – – –
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$193K +$103K +4,400 +110%
SG Americas Securities
37
SG Americas Securities
New York
$182K +$186K +7,955 New
WEC
38
Winslow Evans & Crocker
Massachusetts
$112K +$562 +24 +0.5%
WA
39
WFG Advisors
Texas
$77K +$10.2K +435 +15%
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$58K +$58.9K +2,516 New
US Bancorp
41
US Bancorp
Minnesota
$46K +$46.5K +1,985 New
DADC
42
D.A. Davidson & Co
Montana
$45K -$7.02K -300 -13%
Deutsche Bank
43
Deutsche Bank
Germany
$45K – – –
AG
44
Advisor Group
Arizona
$37K – – –
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$34K – – –
NFG
46
Next Financial Group
Texas
$30K – – –
LTFS
47
Ladenburg Thalmann Financial Services
Florida
$23K -$80.8K -3,450 -78%
HNB
48
Huntington National Bank
Ohio
$22K – – –
PFGIA
49
Patriot Financial Group Insurance Agency
Massachusetts
$19K +$18.7K +800 New
LCM
50
Liberty Capital Management
Michigan
$15K – – –
1
2
3

JPI Hedge Fund Activity: Q4 2016 in Review

54 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred Securities & Income Opportunities Fund (JPI) for Q4 2016, worth a combined $63.2M — up 3.3% from $61.2M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new JPI positions and 6 closed out — a net gain of 10 holders — while 14 added to existing stakes and 14 trimmed.

The largest buyer was Laurion Capital Management, opening a new position worth an estimated $1.88M. The largest seller was Jacobus Wealth Management, cutting an estimated $1.12M.

  • 54 institutional investors held Nuveen Preferred Securities & Income Opportunities Fund (JPI) as of Q4 2016, up from 44 in Q3 2016.
  • Funds reported $63.2M of Nuveen Preferred Securities & Income Opportunities Fund stock for Q4 2016, up 3.3% quarter-over-quarter.
  • 16 funds opened new Nuveen Preferred Securities & Income Opportunities Fund positions in Q4 2016 and 6 closed out, a net change of +10 holders.
  • The largest Nuveen Preferred Securities & Income Opportunities Fund buyer in Q4 2016 was Laurion Capital Management, an estimated $1.88M added.
  • The largest Nuveen Preferred Securities & Income Opportunities Fund seller in Q4 2016 was Jacobus Wealth Management, an estimated $1.12M sold.

Based on aggregated 13F filings for Q4 2016.