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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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60 hedge funds and large institutions have $97.3M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2021 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 18 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more capital invested

Capital invested by funds: $83.6M → $97.3M (+$13.7M)

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

1.78% more ownership

Funds ownership: 14.76% → 16.54% (+1.8%)

6% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 18

2% less funds holding

Funds holding: 61 → 60 (-1)

Holders
60
Holders Change
-1
Holders Change %
-1.64%
% of All Funds
0.92%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
19
Reduced
18
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Stifel Financial
Stifel Financial
Missouri
+$3.71M
2
IWC
Integrated Wealth Concepts
Massachusetts
+$2.32M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.24M
4
Truist Financial
Truist Financial
North Carolina
+$2.23M
5
SIA
Sit Investment Associates
Minnesota
+$1.39M

Top Sellers

Rank Fund Capital Flow
1
Cohen & Steers
Cohen & Steers
New York
-$1.21M
2
HWAM
Hennion & Walsh Asset Management
New Jersey
-$1.19M
3
SFS
Shaker Financial Services
Virginia
-$536K
4
HF
HRT Financial
New York
-$498K
5
Jane Street
Jane Street
New York
-$473K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
26
LPL Financial
California
$677K -$23.6K -940 -3%
IFG
27
Independent Financial Group
California
$644K +$626K +24,895 New
PWA
28
Physician Wealth Advisors
Utah
$628K – – –
Osaic Holdings
29
Osaic Holdings
Arizona
$627K +$84.1K +3,344 +16%
Bank of America
30
Bank of America
North Carolina
$617K -$102K -4,053 -15%
PAG
31
Private Advisor Group
New Jersey
$578K +$3.14K +125 +0.6%
TFS
32
TrustCore Financial Services
Tennessee
$476K – – –
KPWS
33
Kestra Private Wealth Services
Texas
$397K +$604 +24 +0.2%
WWMSC
34
Wagner Wealth Management (South Carolina)
South Carolina
$390K -$1.08K -43 -0.3%
GCP
35
Gill Capital Partners
Colorado
$307K – – –
Baird Financial Group
36
Baird Financial Group
Wisconsin
$304K -$32.7K -1,300 -10%
BOPW
37
Brandywine Oak Private Wealth
Pennsylvania
$274K +$267K +10,600 New
WAP
38
Wealthcare Advisory Partners
Pennsylvania
$264K +$257K +10,208 New
NA
39
NewEdge Advisors
Louisiana
$234K +$227K +9,039 New
BRWA
40
B. Riley Wealth Advisors
Florida
$212K -$30.7K -1,219 -13%
CWP
41
Concord Wealth Partners
Virginia
$211K +$205K +8,150 New
SPC
42
Sigma Planning Corp
Michigan
$208K -$12.6K -500 -6%
AWM
43
AE Wealth Management
Kansas
$208K +$202K +8,030 New
Lazard Asset Management
44
Lazard Asset Management
New York
$181K – – –
SA
45
SRH Advisors
Kansas
$142K – – –
GWM
46
Geneos Wealth Management
Colorado
$111K +$36.7K +1,458 +51%
TFGT
47
TS Financial Group (TSFG)
Illinois
$41K – – –
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$41K +$151 +6 +0.4%
CA
49
CoreCap Advisors
Michigan
$35K +$34K +1,350 New
NFG
50
Next Financial Group
Texas
$31K -$12.3K -490 -29%
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JPI Hedge Fund Activity: Q4 2021 in Review

60 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred Securities & Income Opportunities Fund (JPI) for Q4 2021, worth a combined $97.3M — up 16% from $83.6M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new JPI positions and 10 closed out — a net gain of 1 holder — while 19 added to existing stakes and 18 trimmed.

The largest buyer was Stifel Financial, adding an estimated $3.71M. The largest seller was Cohen & Steers, cutting an estimated $1.21M.

  • 60 institutional investors held Nuveen Preferred Securities & Income Opportunities Fund (JPI) as of Q4 2021, down from 61 in Q3 2021.
  • Funds reported $97.3M of Nuveen Preferred Securities & Income Opportunities Fund stock for Q4 2021, up 16% quarter-over-quarter.
  • 11 funds opened new Nuveen Preferred Securities & Income Opportunities Fund positions in Q4 2021 and 10 closed out, a net change of +1 holder.
  • The largest Nuveen Preferred Securities & Income Opportunities Fund buyer in Q4 2021 was Stifel Financial, an estimated $3.71M added.
  • The largest Nuveen Preferred Securities & Income Opportunities Fund seller in Q4 2021 was Cohen & Steers, an estimated $1.21M sold.

Based on aggregated 13F filings for Q4 2021.