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JPI

Nuveen Preferred Securities & Income Opportunities Fund
JPI

Delisted

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

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57 hedge funds and large institutions have $64M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2017 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 16 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 5

14% more funds holding

Funds holding: 50 → 57 (+7)

6% more capital invested

Capital invested by funds: $60.2M → $64M (+$3.85M)

7% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 15

0.46% more ownership

Funds ownership: 10.98% → 11.44% (+0.46%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
57
Holders Change
+7
Holders Change %
+14%
% of All Funds
1.42%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
16
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CB
Commerce Bank
Missouri
+$1.72M
2
CRC
Curi RMB Capital
Illinois
+$1.5M
3
SFS
Shaker Financial Services
Virginia
+$979K
4
BTS
BB&T Securities
Virginia
+$690K
5
SG Americas Securities
SG Americas Securities
New York
+$581K

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$2.74M
2
Bank of America
Bank of America
North Carolina
-$1.4M
3
NPC
National Planning Corporation
California
-$523K
4
WS
Wedbush Securities
California
-$423K
5
Baird Financial Group
Baird Financial Group
Wisconsin
-$392K
Name Holding Trade Value Shares
Change 		Change in
Stake
Millennium Management
26
Millennium Management
New York
$519K +$522K +21,120 New
CIA
27
Capital Investment Advisors
Georgia
$489K -$29.2K -1,181 -6%
Ameriprise
28
Ameriprise
Minnesota
$420K +$422K +17,079 New
SF
29
Synovus Financial
Georgia
$405K +$408K +16,482 New
PAG
30
Private Advisor Group
New Jersey
$391K +$389K +15,719 New
DA
31
Doliver Advisors
Texas
$255K -$89.1K -3,601 -26%
CA
32
Cornerstone Advisory
Maryland
$246K – – –
BAM
33
Bruderman Asset Management
New York
$216K – – –
FNBT
34
FineMark National Bank & Trust
Florida
$207K – – –
Stifel Financial
35
Stifel Financial
Missouri
$203K -$58.8K -2,377 -22%
WAM
36
Wolverine Asset Management
Illinois
$201K -$81.7K -3,304 -29%
WTB
37
Washington Trust Bank
Washington
$195K -$47.5K -1,920 -20%
AG
38
Advisor Group
Arizona
$130K – – –
WEC
39
Winslow Evans & Crocker
Massachusetts
$117K -$2.42K -98 -2%
WA
40
WFG Advisors
Texas
$83K +$67.6K +2,735 +427%
VWA
41
V Wealth Advisors
Kansas
$79K +$78.5K +3,173 New
LTFS
42
Ladenburg Thalmann Financial Services
Florida
$44K +$11.8K +478 +37%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$38K – – –
GWM
44
Geneos Wealth Management
Colorado
$38K +$9.89K +400 +34%
MCIA
45
Mountain Capital Investment Advisors
Colorado
$31K +$31.4K +1,269 New
PFGIA
46
Patriot Financial Group Insurance Agency
Massachusetts
$20K – – –
Citigroup
47
Citigroup
New York
$20K +$19.5K +787 +6,054%
NFG
48
Next Financial Group
Texas
$19K – – –
NA
49
NewEdge Advisors
Louisiana
$16.9K +$16.8K +680 New
LCM
50
Liberty Capital Management
Michigan
$16K – – –
1
2
3

JPI Hedge Fund Activity: Q2 2017 in Review

57 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred Securities & Income Opportunities Fund (JPI) for Q2 2017, worth a combined $64M — up 6.4% from $60.2M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new JPI positions and 5 closed out — a net gain of 7 holders — while 16 added to existing stakes and 15 trimmed.

The largest buyer was Commerce Bank, opening a new position worth an estimated $1.72M. The largest seller was LPL Financial, cutting an estimated $2.74M.

  • 57 institutional investors held Nuveen Preferred Securities & Income Opportunities Fund (JPI) as of Q2 2017, up from 50 in Q1 2017.
  • Funds reported $64M of Nuveen Preferred Securities & Income Opportunities Fund stock for Q2 2017, up 6.4% quarter-over-quarter.
  • 12 funds opened new Nuveen Preferred Securities & Income Opportunities Fund positions in Q2 2017 and 5 closed out, a net change of +7 holders.
  • The largest Nuveen Preferred Securities & Income Opportunities Fund buyer in Q2 2017 was Commerce Bank, an estimated $1.72M added.
  • The largest Nuveen Preferred Securities & Income Opportunities Fund seller in Q2 2017 was LPL Financial, an estimated $2.74M sold.

Based on aggregated 13F filings for Q2 2017.