Nuveen Preferred Securities & Income Opportunities Fund
JPI
JPI was delisted on the 19th of September, 2025.
59 hedge funds and large institutions have $70.5M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 18 reducing their positions, and 12 closing their positions.
6% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 18
0.32% less ownership
Funds ownership: 16.4% → 16.07% (-0.32%)
6% less funds holding
Funds holding: 63 → 59 (-4)
13% less capital invested
Capital invested by funds: $81.4M → $70.5M (-$10.9M)
33% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
+$5.06M |
| 2 |
COLIM
City of London Investment Management
London,
United Kingdom
|
+$1.91M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$1.14M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$542K |
| 5 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$409K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$4.85M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.48M |
| 3 |
Morgan Stanley
New York
|
-$641K |
| 4 |
CA
Cornerstone Advisory
Hunt Valley,
Maryland
|
-$584K |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$572K |
JPI Hedge Fund Activity: Q2 2022 in Review
59 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred Securities & Income Opportunities Fund (JPI) for Q2 2022, worth a combined $70.5M — down 13% from $81.4M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of JPI and 8 opened new positions — a net loss of 4 holders — while 18 trimmed existing stakes and 19 added.
The largest buyer was Punch & Associates Investment Management, opening a new position worth an estimated $5.06M. The largest seller was Sit Investment Associates, exiting entirely with an estimated $4.85M sold.
- 59 institutional investors held Nuveen Preferred Securities & Income Opportunities Fund (JPI) as of Q2 2022, down from 63 in Q1 2022.
- Funds reported $70.5M of Nuveen Preferred Securities & Income Opportunities Fund stock for Q2 2022, down 13% quarter-over-quarter.
- 8 funds opened new Nuveen Preferred Securities & Income Opportunities Fund positions in Q2 2022 and 12 closed out, a net change of -4 holders.
- The largest Nuveen Preferred Securities & Income Opportunities Fund buyer in Q2 2022 was Punch & Associates Investment Management, an estimated $5.06M added.
- The largest Nuveen Preferred Securities & Income Opportunities Fund seller in Q2 2022 was Sit Investment Associates, an estimated $4.85M sold.
Based on aggregated 13F filings for Q2 2022.