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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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63 hedge funds and large institutions have $96.4M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2019 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 28 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

100% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 14

9% more funds holding

Funds holding: 58 → 63 (+5)

2% more capital invested

Capital invested by funds: $94.2M → $96.4M (+$2.18M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.22% less ownership

Funds ownership: 17.34% → 17.12% (-0.22%)

Holders
63
Holders Change
+5
Holders Change %
+8.62%
% of All Funds
1.38%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
28
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$876K
2
TFS
TrustCore Financial Services
Tennessee
+$742K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$677K
4
PPA
Parametric Portfolio Associates
Washington
+$537K
5
Ameriprise
Ameriprise
Minnesota
+$519K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$3.15M
2
PAIM
Punch & Associates Investment Management
Minnesota
-$1.37M
3
Invesco
Invesco
Georgia
-$1.05M
4
SIA
Sit Investment Associates
Minnesota
-$955K
5
MAFM
Mid Atlantic Financial Management
Pennsylvania
-$374K
Name Holding Trade Value Shares
Change 		Change in
Stake
WS
26
Wedbush Securities
California
$552K +$297K +12,279 +122%
Stifel Financial
27
Stifel Financial
Missouri
$526K +$101K +4,189 +25%
IWC
28
Integrated Wealth Concepts
Massachusetts
$506K +$48.9K +2,022 +11%
CB
29
Commerce Bank
Missouri
$488K – – –
SB
30
Suntrust Banks
Georgia
$475K +$457K +18,901 New
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$469K +$459K +18,961 New
MAFM
32
Mid Atlantic Financial Management
Pennsylvania
$467K -$374K -15,465 -45%
CA
33
Cetera Advisors
Colorado
$438K +$25.4K +1,050 +6%
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$343K +$4.04K +167 +1%
ACM
35
Arlington Capital Management
Illinois
$342K -$55.9K -2,310 -14%
BRWA
36
B. Riley Wealth Advisors
Florida
$308K +$75.2K +3,108 +33%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$284K +$37.6K +1,554 +16%
GC
38
Guggenheim Capital
Illinois
$262K -$141K -5,825 -36%
PAG
39
Private Advisor Group
New Jersey
$247K -$120K -4,950 -33%
RFM
40
Royal Fund Management
Florida
$237K +$7.96K +329 +4%
FIA
41
FNY Investment Advisers
New York
$204K +$194K +8,015 +3,298%
CIA
42
Capital Investment Advisors
Georgia
$204K +$199K +8,240 New
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$99K +$37.4K +1,546 +63%
Citigroup
44
Citigroup
New York
$88K +$387 +16 +0.4%
GWM
45
Geneos Wealth Management
Colorado
$64K – – –
GSWM
46
Golden State Wealth Management
California
$54K +$460 +19 +0.9%
TFGT
47
TS Financial Group (TSFG)
Illinois
$40K +$38.7K +1,600 New
PCM
48
Prelude Capital Management
New York
$39K +$37.8K +1,561 New
WEC
49
Winslow Evans & Crocker
Massachusetts
$36K +$24.2K +1,000 +254%
AIC
50
Ameritas Investment Company
Nebraska
$30K +$29.1K +1,204 New
1
2
3

JPI Hedge Fund Activity: Q3 2019 in Review

63 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred Securities & Income Opportunities Fund (JPI) for Q3 2019, worth a combined $96.4M — up 2.3% from $94.2M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new JPI positions and 4 closed out — a net gain of 5 holders — while 28 added to existing stakes and 14 trimmed.

The largest buyer was Wells Fargo, adding an estimated $876K. The largest seller was Morgan Stanley, cutting an estimated $3.15M.

  • 63 institutional investors held Nuveen Preferred Securities & Income Opportunities Fund (JPI) as of Q3 2019, up from 58 in Q2 2019.
  • Funds reported $96.4M of Nuveen Preferred Securities & Income Opportunities Fund stock for Q3 2019, up 2.3% quarter-over-quarter.
  • 9 funds opened new Nuveen Preferred Securities & Income Opportunities Fund positions in Q3 2019 and 4 closed out, a net change of +5 holders.
  • The largest Nuveen Preferred Securities & Income Opportunities Fund buyer in Q3 2019 was Wells Fargo, an estimated $876K added.
  • The largest Nuveen Preferred Securities & Income Opportunities Fund seller in Q3 2019 was Morgan Stanley, an estimated $3.15M sold.

Based on aggregated 13F filings for Q3 2019.