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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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55 hedge funds and large institutions have $73.7M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2018 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 13 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

2% more funds holding

Funds holding: 54 → 55 (+1)

0.63% more ownership

Funds ownership: 12.79% → 13.42% (+0.63%)

0% more capital invested

Capital invested by funds: $73.4M → $73.7M (+$272K)

24% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 17

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
55
Holders Change
+1
Holders Change %
+1.85%
% of All Funds
1.26%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
12
Increased
13
Reduced
17
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PAIM
Punch & Associates Investment Management
Minnesota
+$2.42M
2
Ameriprise
Ameriprise
Minnesota
+$2.19M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$955K
4
Morgan Stanley
Morgan Stanley
New York
+$898K
5
RCM
Rivernorth Capital Management
Florida
+$898K

Top Sellers

Rank Fund Capital Flow
1
IAM
ICM Asset Management
Washington
-$2M
2
RCM
Robinson Capital Management
Michigan
-$1.2M
3
CAN
Cetera Advisor Networks
California
-$1.15M
4
CB
Commerce Bank
Missouri
-$884K
5
SIA
Sit Investment Associates
Minnesota
-$812K
Name Holding Trade Value Shares
Change 		Change in
Stake
EGA
26
E&G Advisors
Texas
$560K – – –
Baird Financial Group
27
Baird Financial Group
Wisconsin
$513K +$517K +21,621 New
PAG
28
Private Advisor Group
New Jersey
$474K +$264K +11,050 +123%
CB
29
Commerce Bank
Missouri
$468K -$884K -37,000 -65%
DA
30
Doliver Advisors
Texas
$414K +$418K +17,472 New
Citadel Advisors
31
Citadel Advisors
Florida
$363K +$366K +15,300 New
Stifel Financial
32
Stifel Financial
Missouri
$274K +$277K +11,578 New
SFS
33
Shaker Financial Services
Virginia
$260K -$41K -1,715 -14%
CA
34
Cornerstone Advisory
Maryland
$237K – – –
WCM
35
Whitener Capital Management
North Carolina
$223K +$226K +9,440 New
FNBT
36
FineMark National Bank & Trust
Florida
$200K – – –
BAM
37
Bruderman Asset Management
New York
$199K -$9.32K -390 -4%
CIA
38
Capital Investment Advisors
Georgia
$183K +$184K +7,714 New
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$144K +$3.44K +144 +2%
WTB
40
Washington Trust Bank
Washington
$136K -$85.2K -3,565 -38%
RFC
41
Regions Financial Corp
Alabama
$131K – – –
Fifth Third Bancorp
42
Fifth Third Bancorp
Ohio
$95K +$95.6K +4,000 New
WEC
43
Winslow Evans & Crocker
Massachusetts
$93.7K – – –
SEI Investments
44
SEI Investments
Pennsylvania
$47K – – –
MOS
45
MGO One Seven
Ohio
$36K -$932 -39 -3%
AF
46
Advisornet Financial
Minnesota
$36K +$11.9K +500 +50%
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$32K – – –
IWM
48
IHT Wealth Management
Illinois
$30K +$550 +23 +2%
SWP
49
Stratos Wealth Partners
Ohio
$27K – – –
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$25K -$2.82K -118 -10%
1
2
3

JPI Hedge Fund Activity: Q1 2018 in Review

55 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred Securities & Income Opportunities Fund (JPI) for Q1 2018, worth a combined $73.7M — up 0.37% from $73.4M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new JPI positions and 10 closed out — a net gain of 2 holders — while 13 added to existing stakes and 17 trimmed.

The largest buyer was Punch & Associates Investment Management, opening a new position worth an estimated $2.42M. The largest seller was ICM Asset Management, cutting an estimated $2M.

  • 55 institutional investors held Nuveen Preferred Securities & Income Opportunities Fund (JPI) as of Q1 2018, up from 54 in Q4 2017.
  • Funds reported $73.7M of Nuveen Preferred Securities & Income Opportunities Fund stock for Q1 2018, up 0.37% quarter-over-quarter.
  • 12 funds opened new Nuveen Preferred Securities & Income Opportunities Fund positions in Q1 2018 and 10 closed out, a net change of +2 holders.
  • The largest Nuveen Preferred Securities & Income Opportunities Fund buyer in Q1 2018 was Punch & Associates Investment Management, an estimated $2.42M added.
  • The largest Nuveen Preferred Securities & Income Opportunities Fund seller in Q1 2018 was ICM Asset Management, an estimated $2M sold.

Based on aggregated 13F filings for Q1 2018.