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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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51 hedge funds and large institutions have $93.8M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2018 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 15 increasing their positions, 17 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more capital invested

Capital invested by funds: $82.8M → $93.8M (+$11M)

4.42% more ownership

Funds ownership: 15.8% → 20.22% (+4.4%)

6% less funds holding

Funds holding: 54 → 51 (-3)

12% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 17

15% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 13

Holders
51
Holders Change
-3
Holders Change %
-5.56%
% of All Funds
1.14%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
15
Reduced
17
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$17M
2
CA
Cornerstone Advisory
Maryland
+$4.17M
3
PAIM
Punch & Associates Investment Management
Minnesota
+$3.78M
4
RCM
Rivernorth Capital Management
Florida
+$3.11M
5
IWM
IHT Wealth Management
Illinois
+$2.24M

Top Sellers

Rank Fund Capital Flow
1
Bessemer Group
Bessemer Group
New Jersey
-$3.87M
2
CRC
Curi RMB Capital
Illinois
-$1.34M
3
PPA
Parametric Portfolio Associates
Washington
-$989K
4
Invesco
Invesco
Georgia
-$910K
5
Wells Fargo
Wells Fargo
California
-$790K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
26
LPL Financial
California
$504K +$96.7K +4,520 +22%
GC
27
Guggenheim Capital
Illinois
$426K -$37.3K -1,743 -8%
CB
28
Commerce Bank
Missouri
$399K – – –
IA
29
IFP Advisors
Florida
$364K -$522K -24,383 -58%
PAG
30
Private Advisor Group
New Jersey
$302K -$214K -10,000 -40%
DA
31
Doliver Advisors
Texas
$273K +$56.9K +2,661 +25%
GCP
32
Gill Capital Partners
Colorado
$225K +$187K +8,720 New
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$216K +$21.4K +1,000 +10%
WS
34
Wedbush Securities
California
$210K +$223K +10,404 New
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$200K +$212K +9,905 New
WAM
36
Wolverine Asset Management
Illinois
$166K +$161K +7,545 +1,070%
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$162K +$15.3K +713 +10%
WTB
38
Washington Trust Bank
Washington
$116K – – –
WCM
39
Whitener Capital Management
North Carolina
$89K -$2.57K -120 -3%
BAM
40
Bruderman Asset Management
New York
$55K – – –
HNB
41
Huntington National Bank
Ohio
$53K – – –
GWM
42
Geneos Wealth Management
Colorado
$52K – – –
Citigroup
43
Citigroup
New York
$47K -$214 -10 -0.4%
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$40K +$42K +1,963 New
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$27K -$21.4K -1,000 -43%
PFGIA
46
Patriot Financial Group Insurance Agency
Massachusetts
$22K – – –
CIAS
47
Capital Investment Advisory Services
North Carolina
$16K +$17.1K +800 New
BC
48
Barnett & Company
Tennessee
$13K – – –
CAGAS
49
Capital Advisory Group Advisory Services
Minnesota
$12K – – –
NFG
50
Next Financial Group
Texas
$11K -$8.56K -400 -43%
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JPI Hedge Fund Activity: Q4 2018 in Review

51 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred Securities & Income Opportunities Fund (JPI) for Q4 2018, worth a combined $93.8M — up 13% from $82.8M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of JPI and 11 opened new positions — a net loss of 2 holders — while 17 trimmed existing stakes and 15 added.

The largest buyer was Morgan Stanley, adding an estimated $17M. The largest seller was Bessemer Group, exiting entirely with an estimated $3.87M sold.

  • 51 institutional investors held Nuveen Preferred Securities & Income Opportunities Fund (JPI) as of Q4 2018, down from 54 in Q3 2018.
  • Funds reported $93.8M of Nuveen Preferred Securities & Income Opportunities Fund stock for Q4 2018, up 13% quarter-over-quarter.
  • 11 funds opened new Nuveen Preferred Securities & Income Opportunities Fund positions in Q4 2018 and 13 closed out, a net change of -2 holders.
  • The largest Nuveen Preferred Securities & Income Opportunities Fund buyer in Q4 2018 was Morgan Stanley, an estimated $17M added.
  • The largest Nuveen Preferred Securities & Income Opportunities Fund seller in Q4 2018 was Bessemer Group, an estimated $3.87M sold.

Based on aggregated 13F filings for Q4 2018.