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JPI

Nuveen Preferred Securities & Income Opportunities Fund

Delisted

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

54 hedge funds and large institutions have $73.4M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2017 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 16 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

23% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 13

18% more capital invested

Capital invested by funds: $62.4M → $73.4M (+$11M)

15% more funds holding

Funds holding: 4754 (+7)

1.9% more ownership

Funds ownership: 10.89%12.79% (+1.9%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
54
Holders Change
+7
Holders Change %
+14.89%
% of All Funds
1.22%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
16
Reduced
13
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
26
Sigma Planning Corp
Michigan
$632K
EGA
27
E&G Advisors
Texas
$584K -$35.2K -1,400 -6%
IH
28
IFC Holdings
Florida
$567K -$58.6K -2,330 -9%
XS
29
XML Securities
Maryland
$529K +$537K +21,367 New
SG Americas Securities
30
SG Americas Securities
New York
$338K +$164K +6,533 +92%
SFS
31
Shaker Financial Services
Virginia
$314K -$155K -6,154 -33%
LPL Financial
32
LPL Financial
California
$265K +$29.1K +1,156 +12%
CA
33
Cornerstone Advisory
Maryland
$248K
WTB
34
Washington Trust Bank
Washington
$230K +$73.1K +2,905 +45%
PAG
35
Private Advisor Group
New Jersey
$223K -$422K -16,798 -65%
BAM
36
Bruderman Asset Management
New York
$217K
FNBT
37
FineMark National Bank & Trust
Florida
$209K
RJFSA
38
Raymond James Financial Services Advisors
Florida
$209K +$212K +8,447 New
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$147K +$86.7K +3,448 +138%
RFC
40
Regions Financial Corp
Alabama
$137K +$139K +5,522 New
BTIS
41
BB&T Investment Services
North Carolina
$107K +$109K +4,331 New
WEC
42
Winslow Evans & Crocker
Massachusetts
$97.9K
SEI Investments
43
SEI Investments
Pennsylvania
$50K
GRP
44
Global Retirement Partners
California
$40K +$40.5K +1,609 New
GWM
45
Geneos Wealth Management
Colorado
$39K
MOS
46
MGO One Seven
Ohio
$39K +$39.1K +1,556 New
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$33K
IWM
48
IHT Wealth Management
Illinois
$31K +$31.3K +1,243 New
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
$29K -$9.28K -369 -24%
SWP
50
Stratos Wealth Partners
Ohio
$28K +$28.9K +1,150 New

JPI Hedge Fund Activity: Q4 2017 in Review

54 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred Securities & Income Opportunities Fund (JPI) for Q4 2017, worth a combined $73.4M — up 18% from $62.4M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new JPI positions and 7 closed out — a net gain of 8 holders — while 16 added to existing stakes and 13 trimmed.

The largest buyer was Curi RMB Capital, opening a new position worth an estimated $3.88M. The largest seller was Robinson Capital Management, cutting an estimated $1.11M.

  • 54 institutional investors held Nuveen Preferred Securities & Income Opportunities Fund (JPI) as of Q4 2017, up from 47 in Q3 2017.
  • Funds reported $73.4M of Nuveen Preferred Securities & Income Opportunities Fund stock for Q4 2017, up 18% quarter-over-quarter.
  • 15 funds opened new Nuveen Preferred Securities & Income Opportunities Fund positions in Q4 2017 and 7 closed out, a net change of +8 holders.
  • The largest Nuveen Preferred Securities & Income Opportunities Fund buyer in Q4 2017 was Curi RMB Capital, an estimated $3.88M added.
  • The largest Nuveen Preferred Securities & Income Opportunities Fund seller in Q4 2017 was Robinson Capital Management, an estimated $1.11M sold.

Based on aggregated 13F filings for Q4 2017.