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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 $82.8M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2018 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 11

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

8% more funds holding

Funds holding: 5054 (+4)

3% more capital invested

Capital invested by funds: $80.8M → $82.8M (+$2.06M)

0.69% more ownership

Funds ownership: 15.11%15.8% (+0.69%)

Holders
54
Holders Change
+4
Holders Change %
+8%
% of All Funds
1.23%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
24
Reduced
11
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
26
Sigma Planning Corp
Michigan
$626K +$48.5K +2,090 +8%
PAG
27
Private Advisor Group
New Jersey
$566K +$371K +16,000 +179%
GC
28
Guggenheim Capital
Illinois
$518K -$10.5K -454 -2%
LPL Financial
29
LPL Financial
California
$464K -$339K -14,614 -42%
CB
30
Commerce Bank
Missouri
$448K
Stifel Financial
31
Stifel Financial
Missouri
$254K +$18.6K +800 +8%
DA
32
Doliver Advisors
Texas
$246K +$252K +10,851 New
SFS
33
Shaker Financial Services
Virginia
$229K +$234K +10,104 New
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$220K -$4.8K -207 -2%
LTFS
35
Ladenburg Thalmann Financial Services
Florida
$166K +$29K +1,252 +21%
WTB
36
Washington Trust Bank
Washington
$130K
RFC
37
Regions Financial Corp
Alabama
$105K
WCM
38
Whitener Capital Management
North Carolina
$103K -$137K -5,920 -57%
SPIA
39
Steward Partners Investment Advisory
New York
$95K +$97.4K +4,200 New
BAM
40
Bruderman Asset Management
New York
$61K
GWM
41
Geneos Wealth Management
Colorado
$58K +$60K +2,589 New
Citigroup
42
Citigroup
New York
$53K +$3.27K +141 +7%
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$53K +$23.2K +1,000 +75%
PFGIA
44
Patriot Financial Group Insurance Agency
Massachusetts
$25K +$6.96K +300 +38%
NFG
45
Next Financial Group
Texas
$21K +$21.8K +940 New
SWP
46
Stratos Wealth Partners
Ohio
$20K +$20.9K +900 New
WAM
47
Wolverine Asset Management
Illinois
$16K +$16.4K +705 New
BC
48
Barnett & Company
Tennessee
$15K
CAGAS
49
Capital Advisory Group Advisory Services
Minnesota
$14K
WEC
50
Winslow Evans & Crocker
Massachusetts
$10K

JPI Hedge Fund Activity: Q3 2018 in Review

54 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred Securities & Income Opportunities Fund (JPI) for Q3 2018, worth a combined $82.8M — up 2.6% from $80.8M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new JPI positions and 6 closed out — a net gain of 4 holders — while 24 added to existing stakes and 11 trimmed.

The largest buyer was Cornerstone Advisory, adding an estimated $2.07M. The largest seller was Bessemer Group, cutting an estimated $840K.

  • 54 institutional investors held Nuveen Preferred Securities & Income Opportunities Fund (JPI) as of Q3 2018, up from 50 in Q2 2018.
  • Funds reported $82.8M of Nuveen Preferred Securities & Income Opportunities Fund stock for Q3 2018, up 2.6% quarter-over-quarter.
  • 10 funds opened new Nuveen Preferred Securities & Income Opportunities Fund positions in Q3 2018 and 6 closed out, a net change of +4 holders.
  • The largest Nuveen Preferred Securities & Income Opportunities Fund buyer in Q3 2018 was Cornerstone Advisory, an estimated $2.07M added.
  • The largest Nuveen Preferred Securities & Income Opportunities Fund seller in Q3 2018 was Bessemer Group, an estimated $840K sold.

Based on aggregated 13F filings for Q3 2018.