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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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61 hedge funds and large institutions have $95.5M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2019 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 17 increasing their positions, 13 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 8

31% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 13

20% more funds holding

Funds holding: 51 → 61 (+10)

2% more capital invested

Capital invested by funds: $93.8M → $95.5M (+$1.71M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.7% less ownership

Funds ownership: 20.22% → 18.52% (-1.7%)

Holders
61
Holders Change
+10
Holders Change %
+19.61%
% of All Funds
1.32%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
19
Increased
17
Reduced
13
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$1.44M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$779K
3
CA
Cornerstone Advisory
Maryland
+$692K
4
RJA
Raymond James & Associates
Florida
+$532K
5
PAIM
Punch & Associates Investment Management
Minnesota
+$478K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$8.85M
2
RCM
Rivernorth Capital Management
Florida
-$2.96M
3
WAM
Weiss Asset Management
Massachusetts
-$602K
4
Invesco
Invesco
Georgia
-$415K
5
Bank of America
Bank of America
North Carolina
-$399K
Name Holding Trade Value Shares
Change 		Change in
Stake
CB
26
Commerce Bank
Missouri
$444K – – –
Stifel Financial
27
Stifel Financial
Missouri
$441K +$431K +19,595 New
PPA
28
Parametric Portfolio Associates
Washington
$423K +$414K +18,831 New
ACM
29
Arlington Capital Management
Illinois
$372K +$364K +16,570 New
PAG
30
Private Advisor Group
New Jersey
$336K – – –
CPIG
31
Chicago Partners Investment Group
Illinois
$305K +$287K +13,065 New
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$223K -$17.1K -779 -7%
SIA
33
Sit Investment Associates
Minnesota
$220K +$215K +9,798 New
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$216K +$33.8K +1,535 +19%
TJHA
35
Thomas J. Herzfeld Advisors
Florida
$174K +$171K +7,761 New
RFM
36
Royal Fund Management
Florida
$150K +$147K +6,683 New
AIC
37
Ameritas Investment Company
Nebraska
$137K +$134K +6,092 New
WTB
38
Washington Trust Bank
Washington
$129K – – –
SMFS
39
Squar Milner Financial Services
California
$129K +$126K +5,744 New
WCM
40
Whitener Capital Management
North Carolina
$100K +$1.1K +50 +1%
Citigroup
41
Citigroup
New York
$80K +$27.7K +1,261 +55%
BAM
42
Bruderman Asset Management
New York
$61K – – –
HNB
43
Huntington National Bank
Ohio
$59K – – –
GWM
44
Geneos Wealth Management
Colorado
$58K – – –
GSWM
45
Golden State Wealth Management
California
$49K +$47.5K +2,158 New
Fifth Third Bancorp
46
Fifth Third Bancorp
Ohio
$49K +$48.4K +2,200 New
IA
47
IFP Advisors
Florida
$45K -$350K -15,897 -89%
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$45K +$15.1K +687 +52%
MIM
49
Macroview Investment Management
Maryland
$26K +$25.6K +1,166 New
PFGIA
50
Patriot Financial Group Insurance Agency
Massachusetts
$25K – – –
1
2
3

JPI Hedge Fund Activity: Q1 2019 in Review

61 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred Securities & Income Opportunities Fund (JPI) for Q1 2019, worth a combined $95.5M — up 1.8% from $93.8M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new JPI positions and 8 closed out — a net gain of 11 holders — while 17 added to existing stakes and 13 trimmed.

The largest buyer was Wells Fargo, adding an estimated $1.44M. The largest seller was Morgan Stanley, cutting an estimated $8.85M.

  • 61 institutional investors held Nuveen Preferred Securities & Income Opportunities Fund (JPI) as of Q1 2019, up from 51 in Q4 2018.
  • Funds reported $95.5M of Nuveen Preferred Securities & Income Opportunities Fund stock for Q1 2019, up 1.8% quarter-over-quarter.
  • 19 funds opened new Nuveen Preferred Securities & Income Opportunities Fund positions in Q1 2019 and 8 closed out, a net change of +11 holders.
  • The largest Nuveen Preferred Securities & Income Opportunities Fund buyer in Q1 2019 was Wells Fargo, an estimated $1.44M added.
  • The largest Nuveen Preferred Securities & Income Opportunities Fund seller in Q1 2019 was Morgan Stanley, an estimated $8.85M sold.

Based on aggregated 13F filings for Q1 2019.