We are live on ! Find out more
JPI

Nuveen Preferred Securities & Income Opportunities Fund
JPI

Delisted

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

Back to rankings

63 hedge funds and large institutions have $81.4M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2022 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 16 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

5% more funds holding

Funds holding: 60 → 63 (+3)

0.14% less ownership

Funds ownership: 16.54% → 16.4% (-0.14%)

16% less capital invested

Capital invested by funds: $97.3M → $81.4M (-$15.9M)

24% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 21

Holders
63
Holders Change
+3
Holders Change %
+5%
% of All Funds
0.99%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
16
Reduced
21
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RJA
Raymond James & Associates
Florida
+$2.17M
2
Stifel Financial
Stifel Financial
Missouri
+$1.7M
3
Morgan Stanley
Morgan Stanley
New York
+$878K
4
COLIM
City of London Investment Management
United Kingdom
+$767K
5
UBS Group
UBS Group
Switzerland
+$716K

Top Sellers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
-$4.94M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.13M
3
AWA
Arete Wealth Advisors
Illinois
-$855K
4
Ameriprise
Ameriprise
Minnesota
-$457K
5
GC
Guggenheim Capital
Illinois
-$415K
Name Holding Trade Value Shares
Change 		Change in
Stake
WS
26
Wedbush Securities
California
$584K -$18.1K -779 -3%
GC
27
Guggenheim Capital
Illinois
$572K -$415K -17,804 -41%
Osaic Holdings
28
Osaic Holdings
Arizona
$513K -$20.1K -864 -4%
PWA
29
Physician Wealth Advisors
Utah
$513K – – –
RCM
30
Rivernorth Capital Management
Florida
$423K +$448K +19,254 New
Bank of America
31
Bank of America
North Carolina
$407K -$124K -5,332 -22%
TFS
32
TrustCore Financial Services
Tennessee
$404K – – –
LCM
33
Landscape Capital Management
New Jersey
$371K +$393K +16,894 New
PAG
34
Private Advisor Group
New Jersey
$357K -$142K -6,112 -27%
FIA
35
FNY Investment Advisers
New York
$351K +$373K +16,000 New
AWA
36
Arete Wealth Advisors
Illinois
$285K -$855K -36,716 -74%
KPWS
37
Kestra Private Wealth Services
Texas
$285K -$55.7K -2,390 -16%
GCP
38
Gill Capital Partners
Colorado
$261K – – –
WAP
39
Wealthcare Advisory Partners
Pennsylvania
$245K +$22.1K +950 +9%
NA
40
NewEdge Advisors
Louisiana
$226K +$29.1K +1,249 +14%
BOPW
41
Brandywine Oak Private Wealth
Pennsylvania
$224K -$9.32K -400 -4%
MHS
42
M Holdings Securities
Oregon
$219K +$232K +9,942 New
VF
43
Virtu Financial
New York
$204K +$216K +9,257 New
CWP
44
Concord Wealth Partners
Virginia
$181K +$2.14K +92 +1%
BCMLT
45
Beacon Capital Management LLC (Tennessee)
Tennessee
$177K +$187K +8,025 New
SA
46
SRH Advisors
Kansas
$121K – – –
GWM
47
Geneos Wealth Management
Colorado
$90K -$4.19K -180 -4%
WAM
48
Wolverine Asset Management
Illinois
$89K +$95.3K +4,090 New
Lazard Asset Management
49
Lazard Asset Management
New York
$87K – – –
HIA
50
Harbor Investment Advisory
Maryland
$55K +$58.2K +2,500 New
1
2
3

JPI Hedge Fund Activity: Q1 2022 in Review

63 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred Securities & Income Opportunities Fund (JPI) for Q1 2022, worth a combined $81.4M — down 16% from $97.3M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new JPI positions and 7 closed out — a net gain of 5 holders — while 16 added to existing stakes and 21 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $2.17M. The largest seller was Sit Investment Associates, cutting an estimated $4.94M.

  • 63 institutional investors held Nuveen Preferred Securities & Income Opportunities Fund (JPI) as of Q1 2022, up from 60 in Q4 2021.
  • Funds reported $81.4M of Nuveen Preferred Securities & Income Opportunities Fund stock for Q1 2022, down 16% quarter-over-quarter.
  • 12 funds opened new Nuveen Preferred Securities & Income Opportunities Fund positions in Q1 2022 and 7 closed out, a net change of +5 holders.
  • The largest Nuveen Preferred Securities & Income Opportunities Fund buyer in Q1 2022 was Raymond James & Associates, an estimated $2.17M added.
  • The largest Nuveen Preferred Securities & Income Opportunities Fund seller in Q1 2022 was Sit Investment Associates, an estimated $4.94M sold.

Based on aggregated 13F filings for Q1 2022.