Nuveen Preferred Securities & Income Opportunities Fund
JPI
JPI was delisted on the 19th of September, 2025.
54 hedge funds and large institutions have $88.8M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2020 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 16 reducing their positions, and 12 closing their positions.
25% more capital invested
Capital invested by funds: $70.9M → $88.8M (+$17.9M)
19% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 16
0.11% more ownership
Funds ownership: 17.13% → 17.25% (+0.11%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
7% less funds holding
Funds holding: 58 → 54 (-4)
33% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cornerstone Advisory
Hunt Valley,
Maryland
|
+$1.42M |
| 2 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
+$926K |
| 3 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$882K |
| 4 |
TC
Telemus Capital
Southfield,
Michigan
|
+$813K |
| 5 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$778K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
-$1.39M |
| 2 |
22CM
20/20 Capital Management
Costa Mesa,
California
|
-$788K |
| 3 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$629K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$580K |
| 5 |
ACM
Arlington Capital Management
Arlington Heights,
Illinois
|
-$510K |
JPI Hedge Fund Activity: Q2 2020 in Review
54 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred Securities & Income Opportunities Fund (JPI) for Q2 2020, worth a combined $88.8M — up 25% from $70.9M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of JPI and 8 opened new positions — a net loss of 4 holders — while 16 trimmed existing stakes and 19 added.
The largest buyer was Cornerstone Advisory, adding an estimated $1.42M. The largest seller was IHT Wealth Management, cutting an estimated $1.39M.
- 54 institutional investors held Nuveen Preferred Securities & Income Opportunities Fund (JPI) as of Q2 2020, down from 58 in Q1 2020.
- Funds reported $88.8M of Nuveen Preferred Securities & Income Opportunities Fund stock for Q2 2020, up 25% quarter-over-quarter.
- 8 funds opened new Nuveen Preferred Securities & Income Opportunities Fund positions in Q2 2020 and 12 closed out, a net change of -4 holders.
- The largest Nuveen Preferred Securities & Income Opportunities Fund buyer in Q2 2020 was Cornerstone Advisory, an estimated $1.42M added.
- The largest Nuveen Preferred Securities & Income Opportunities Fund seller in Q2 2020 was IHT Wealth Management, an estimated $1.39M sold.
Based on aggregated 13F filings for Q2 2020.