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JPI

Nuveen Preferred Securities & Income Opportunities Fund

Delisted

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

58 hedge funds and large institutions have $70.9M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2020 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 14 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 14

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

0.89% more ownership

Funds ownership: 16.24%17.13% (+0.89%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less funds holding

Funds holding: 5958 (-1)

26% less capital invested

Capital invested by funds: $95.4M → $70.9M (-$24.5M)

Holders
58
Holders Change
-1
Holders Change %
-1.69%
% of All Funds
1.28%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
21
Reduced
14
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
26
Integrated Wealth Concepts
Massachusetts
$470K +$131K +5,575 +28%
WS
27
Wedbush Securities
California
$428K -$8.6K -365 -2%
TFS
28
TrustCore Financial Services
Tennessee
$392K +$3.02K +128 +0.6%
SFS
29
Shaker Financial Services
Virginia
$383K +$83.6K +3,548 +20%
CB
30
Commerce Bank
Missouri
$359K
XF
31
XML Financial
Maryland
$332K +$431K +18,266 New
Osaic Holdings
32
Osaic Holdings
Arizona
$274K +$356K +15,084 New
PAG
33
Private Advisor Group
New Jersey
$223K +$53.5K +2,269 +23%
IAIM
34
International Assets Investment Management
Florida
$198K +$257K +10,887 New
GCP
35
Gill Capital Partners
Colorado
$193K +$250K +10,620 New
RFM
36
Royal Fund Management
Florida
$189K +$6.48K +275 +3%
WEC
37
Winslow Evans & Crocker
Massachusetts
$136K +$37.2K +1,580 +27%
SMFS
38
Squar Milner Financial Services
California
$104K
SF
39
Synovus Financial
Georgia
$95K +$95.8K +4,065 +347%
Citigroup
40
Citigroup
New York
$83K +$20K +849 +23%
M
41
MOTCO
Texas
$63K +$81K +3,436 New
AIC
42
Ameritas Investment Company
Nebraska
$60K +$79.3K +3,364 New
GWM
43
Geneos Wealth Management
Colorado
$50K +$1.81K +77 +3%
GSWM
44
Golden State Wealth Management
California
$41K +$52.6K +2,231 New
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$39K -$30.4K -1,290 -37%
TFGT
46
TS Financial Group (TSFG)
Illinois
$29K
PFGIA
47
Patriot Financial Group Insurance Agency
Massachusetts
$20K
SPIA
48
Steward Partners Investment Advisory
New York
$18K -$4.71K -200 -17%
AF
49
Advisornet Financial
Minnesota
$18K
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
$18K

JPI Hedge Fund Activity: Q1 2020 in Review

58 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred Securities & Income Opportunities Fund (JPI) for Q1 2020, worth a combined $70.9M — down 26% from $95.4M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new JPI positions and 10 closed out — a net gain of 1 holder — while 21 added to existing stakes and 14 trimmed.

The largest buyer was Punch & Associates Investment Management, adding an estimated $3.42M. The largest seller was Cohen & Steers, cutting an estimated $1.27M.

  • 58 institutional investors held Nuveen Preferred Securities & Income Opportunities Fund (JPI) as of Q1 2020, down from 59 in Q4 2019.
  • Funds reported $70.9M of Nuveen Preferred Securities & Income Opportunities Fund stock for Q1 2020, down 26% quarter-over-quarter.
  • 11 funds opened new Nuveen Preferred Securities & Income Opportunities Fund positions in Q1 2020 and 10 closed out, a net change of +1 holder.
  • The largest Nuveen Preferred Securities & Income Opportunities Fund buyer in Q1 2020 was Punch & Associates Investment Management, an estimated $3.42M added.
  • The largest Nuveen Preferred Securities & Income Opportunities Fund seller in Q1 2020 was Cohen & Steers, an estimated $1.27M sold.

Based on aggregated 13F filings for Q1 2020.