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JPI

Nuveen Preferred Securities & Income Opportunities Fund

Delisted

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

59 hedge funds and large institutions have $67.2M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 18

0% more funds holding

Funds holding: 5959 (0)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

0.04% less ownership

Funds ownership: 16.07%16.03% (-0.04%)

5% less capital invested

Capital invested by funds: $70.5M → $67.2M (-$3.35M)

Holders
59
Holders Change
Holders Change %
0%
% of All Funds
1.02%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
19
Reduced
18
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$416K -$20.3K -1,020 -4%
CC
27
Claybrook Capital
Massachusetts
$345K
RCM
28
Rivernorth Capital Management
Florida
$334K -$417K -21,002 -54%
Bank of America
29
Bank of America
North Carolina
$321K -$814 -41 -0.2%
TFS
30
TrustCore Financial Services
Tennessee
$305K -$36.2K -1,825 -10%
SIA
31
Sit Investment Associates
Minnesota
$299K +$322K +16,240 New
GC
32
Guggenheim Capital
Illinois
$294K +$317K +15,988 New
PWA
33
Physician Wealth Advisors
Utah
$289K
CRC
34
Curi RMB Capital
Illinois
$285K -$59.1K -2,979 -16%
AWA
35
Arete Wealth Advisors
Illinois
$255K +$275K +13,842 New
PAG
36
Private Advisor Group
New Jersey
$232K -$14.9K -750 -6%
KPWS
37
Kestra Private Wealth Services
Texas
$232K +$20.7K +1,044 +9%
WAP
38
Wealthcare Advisory Partners
Pennsylvania
$229K +$11.5K +580 +5%
GCP
39
Gill Capital Partners
Colorado
$219K
NA
40
NewEdge Advisors
Louisiana
$207K +$5.96K +300 +3%
MHS
41
M Holdings Securities
Oregon
$184K +$199K +10,004 New
WWMSC
42
Wagner Wealth Management (South Carolina)
South Carolina
$160K +$123K +6,206 +252%
BCMLT
43
Beacon Capital Management LLC (Tennessee)
Tennessee
$154K
SA
44
SRH Advisors
Kansas
$101K
GWM
45
Geneos Wealth Management
Colorado
$49K -$28K -1,411 -34%
HIA
46
Harbor Investment Advisory
Maryland
$46K
CTC
47
Central Trust Company
Missouri
$39K
SWM
48
Selective Wealth Management
Virginia
$26K +$28K +1,412 New
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$22K +$99 +5 +0.4%
HI
50
Harbour Investments
Wisconsin
$19K

JPI Hedge Fund Activity: Q3 2022 in Review

59 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred Securities & Income Opportunities Fund (JPI) for Q3 2022, worth a combined $67.2M — down 4.7% from $70.5M a quarter earlier.

Fund positioning in JPI was balanced in Q3 2022: 7 funds opened new positions, 7 closed out, 19 added to existing stakes and 18 trimmed.

The largest buyer was Punch & Associates Investment Management, adding an estimated $776K. The largest seller was City of London Investment Management, cutting an estimated $1.26M.

  • 59 institutional investors held Nuveen Preferred Securities & Income Opportunities Fund (JPI) as of Q3 2022, unchanged from Q2 2022.
  • Funds reported $67.2M of Nuveen Preferred Securities & Income Opportunities Fund stock for Q3 2022, down 4.7% quarter-over-quarter.
  • 7 funds opened new Nuveen Preferred Securities & Income Opportunities Fund positions in Q3 2022 and 7 closed out, a net change of 0 holders.
  • The largest Nuveen Preferred Securities & Income Opportunities Fund buyer in Q3 2022 was Punch & Associates Investment Management, an estimated $776K added.
  • The largest Nuveen Preferred Securities & Income Opportunities Fund seller in Q3 2022 was City of London Investment Management, an estimated $1.26M sold.

Based on aggregated 13F filings for Q3 2022.