Nuveen Preferred Securities & Income Opportunities Fund
JPI
JPI was delisted on the 19th of September, 2025.
65 hedge funds and large institutions have $92.8M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2020 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 25 reducing their positions, and 6 closing their positions.
33% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 6
16% more capital invested
Capital invested by funds: $80.1M → $92.8M (+$12.7M)
3% more funds holding
Funds holding: 63 → 65 (+2)
0.49% more ownership
Funds ownership: 16.02% → 16.5% (+0.49%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
40% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 25
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$2.6M |
| 2 |
Citigroup
New York
|
+$790K |
| 3 |
Invesco
Atlanta,
Georgia
|
+$594K |
| 4 |
CSPIA
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
+$473K |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$469K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cornerstone Advisory
Hunt Valley,
Maryland
|
-$996K |
| 2 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
-$934K |
| 3 |
Morgan Stanley
New York
|
-$770K |
| 4 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
-$249K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$235K |
JPI Hedge Fund Activity: Q4 2020 in Review
65 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred Securities & Income Opportunities Fund (JPI) for Q4 2020, worth a combined $92.8M — up 16% from $80.1M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new JPI positions and 6 closed out — a net gain of 2 holders — while 15 added to existing stakes and 25 trimmed.
The largest buyer was Sit Investment Associates, adding an estimated $2.6M. The largest seller was Cornerstone Advisory, cutting an estimated $996K.
- 65 institutional investors held Nuveen Preferred Securities & Income Opportunities Fund (JPI) as of Q4 2020, up from 63 in Q3 2020.
- Funds reported $92.8M of Nuveen Preferred Securities & Income Opportunities Fund stock for Q4 2020, up 16% quarter-over-quarter.
- 8 funds opened new Nuveen Preferred Securities & Income Opportunities Fund positions in Q4 2020 and 6 closed out, a net change of +2 holders.
- The largest Nuveen Preferred Securities & Income Opportunities Fund buyer in Q4 2020 was Sit Investment Associates, an estimated $2.6M added.
- The largest Nuveen Preferred Securities & Income Opportunities Fund seller in Q4 2020 was Cornerstone Advisory, an estimated $996K sold.
Based on aggregated 13F filings for Q4 2020.