We are live on ! Find out more
JPI

Nuveen Preferred Securities & Income Opportunities Fund

Delisted

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

50 hedge funds and large institutions have $60.2M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2017 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 15 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 15

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less capital invested

Capital invested by funds: $63.2M → $60.2M (-$3.06M)

1.14% less ownership

Funds ownership: 12.11%10.98% (-1.1%)

7% less funds holding

Funds holding: 5450 (-4)

33% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 12

Holders
50
Holders Change
-4
Holders Change %
-7.41%
% of All Funds
1.24%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
19
Reduced
15
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
26
Wolverine Asset Management
Illinois
$276K +$273K +11,493 New
Stifel Financial
27
Stifel Financial
Missouri
$254K +$20K +844 +9%
CA
28
Cornerstone Advisory
Maryland
$241K +$238K +10,000 New
WTB
29
Washington Trust Bank
Washington
$237K
BAM
30
Bruderman Asset Management
New York
$211K
FNBT
31
FineMark National Bank & Trust
Florida
$203K +$200K +8,430 New
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$192K -$9.5K -400 -5%
AG
33
Advisor Group
Arizona
$128K +$87.9K +3,700 +231%
WEC
34
Winslow Evans & Crocker
Massachusetts
$117K +$238 +10 +0.2%
DADC
35
D.A. Davidson & Co
Montana
$48K
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$37K +$1.21K +51 +3%
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$31K +$7.15K +301 +30%
GWM
38
Geneos Wealth Management
Colorado
$28K +$28K +1,180 New
SBL
39
Sargent Bickham Lagudis
Colorado
$24K +$23.8K +1,000 New
NFG
40
Next Financial Group
Texas
$19K -$13.5K -570 -43%
PFGIA
41
Patriot Financial Group Insurance Agency
Massachusetts
$19K
Creative Planning
42
Creative Planning
Kansas
$17K +$17.1K +720 New
WA
43
WFG Advisors
Texas
$15K -$65K -2,735 -81%
LCM
44
Liberty Capital Management
Michigan
$15K
PCM
45
Penserra Capital Management
California
$13K +$4.32K +182 +50%
TDC
46
Thompson Davis & Co
Virginia
$6K
FANJ
47
Financial Architects (New Jersey)
New Jersey
$5K
LCM
48
Laurion Capital Management
New York
-$1.84M -80,273 Closed
RCM
49
Rivernorth Capital Management
Florida
-$514K -22,427 Closed
CRC
50
Curi RMB Capital
Illinois
-$398K -17,376 Closed

JPI Hedge Fund Activity: Q1 2017 in Review

50 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred Securities & Income Opportunities Fund (JPI) for Q1 2017, worth a combined $60.2M — down 4.8% from $63.2M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of JPI and 8 opened new positions — a net loss of 4 holders — while 15 trimmed existing stakes and 19 added.

The largest buyer was Guggenheim Capital, adding an estimated $755K. The largest seller was Baird Financial Group, cutting an estimated $2.66M.

  • 50 institutional investors held Nuveen Preferred Securities & Income Opportunities Fund (JPI) as of Q1 2017, down from 54 in Q4 2016.
  • Funds reported $60.2M of Nuveen Preferred Securities & Income Opportunities Fund stock for Q1 2017, down 4.8% quarter-over-quarter.
  • 8 funds opened new Nuveen Preferred Securities & Income Opportunities Fund positions in Q1 2017 and 12 closed out, a net change of -4 holders.
  • The largest Nuveen Preferred Securities & Income Opportunities Fund buyer in Q1 2017 was Guggenheim Capital, an estimated $755K added.
  • The largest Nuveen Preferred Securities & Income Opportunities Fund seller in Q1 2017 was Baird Financial Group, an estimated $2.66M sold.

Based on aggregated 13F filings for Q1 2017.