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JPI

Nuveen Preferred Securities & Income Opportunities Fund

Delisted

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

50 hedge funds and large institutions have $80.8M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2018 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more capital invested

Capital invested by funds: $73.7M → $80.8M (+$7.06M)

1.68% more ownership

Funds ownership: 13.42%15.11% (+1.7%)

9% less funds holding

Funds holding: 5550 (-5)

12% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 17

40% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 10

Holders
50
Holders Change
-5
Holders Change %
-9.09%
% of All Funds
1.14%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
15
Reduced
17
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
26
Sigma Planning Corp
Michigan
$590K
GC
27
Guggenheim Capital
Illinois
$538K -$654K -27,576 -54%
Baird Financial Group
28
Baird Financial Group
Wisconsin
$509K +$9.36K +395 +2%
CB
29
Commerce Bank
Missouri
$457K
NMC
30
Nine Masts Capital
Hong Kong
$275K +$282K +11,900 New
WCM
31
Whitener Capital Management
North Carolina
$241K +$24.2K +1,020 +11%
Stifel Financial
32
Stifel Financial
Missouri
$240K -$28.3K -1,195 -10%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$229K +$235K +9,903 New
PAG
34
Private Advisor Group
New Jersey
$207K -$262K -11,050 -55%
LTFS
35
Ladenburg Thalmann Financial Services
Florida
$144K
WTB
36
Washington Trust Bank
Washington
$133K
RFC
37
Regions Financial Corp
Alabama
$107K -$21.1K -891 -16%
CF
38
Centaurus Financial
California
$87K +$89K +3,754 New
BAM
39
Bruderman Asset Management
New York
$62K -$135K -5,690 -68%
Citigroup
40
Citigroup
New York
$50K +$31.2K +1,316 +154%
SEI Investments
41
SEI Investments
Pennsylvania
$48K +$1.3K +55 +3%
AF
42
Advisornet Financial
Minnesota
$35K
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$33K +$9.48K +400 +39%
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$31K
PFGIA
45
Patriot Financial Group Insurance Agency
Massachusetts
$19K
BC
46
Barnett & Company
Tennessee
$15K
CAGAS
47
Capital Advisory Group Advisory Services
Minnesota
$14K
RFM
48
Royal Fund Management
Florida
$13K +$13.8K +583 New
WEC
49
Winslow Evans & Crocker
Massachusetts
$10K -$84.4K -3,560 -90%
AOWM
50
Alpha Omega Wealth Management
Virginia
$7K

JPI Hedge Fund Activity: Q2 2018 in Review

50 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred Securities & Income Opportunities Fund (JPI) for Q2 2018, worth a combined $80.8M — up 9.6% from $73.7M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of JPI and 6 opened new positions — a net loss of 4 holders — while 17 trimmed existing stakes and 15 added.

The largest buyer was Cornerstone Advisory, adding an estimated $5.76M. The largest seller was Royal Bank of Canada, cutting an estimated $1.9M.

  • 50 institutional investors held Nuveen Preferred Securities & Income Opportunities Fund (JPI) as of Q2 2018, down from 55 in Q1 2018.
  • Funds reported $80.8M of Nuveen Preferred Securities & Income Opportunities Fund stock for Q2 2018, up 9.6% quarter-over-quarter.
  • 6 funds opened new Nuveen Preferred Securities & Income Opportunities Fund positions in Q2 2018 and 10 closed out, a net change of -4 holders.
  • The largest Nuveen Preferred Securities & Income Opportunities Fund buyer in Q2 2018 was Cornerstone Advisory, an estimated $5.76M added.
  • The largest Nuveen Preferred Securities & Income Opportunities Fund seller in Q2 2018 was Royal Bank of Canada, an estimated $1.9M sold.

Based on aggregated 13F filings for Q2 2018.