Nuveen Preferred Securities & Income Opportunities Fund
JPI
JPI was delisted on the 19th of September, 2025.
72 hedge funds and large institutions have $102M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 24 increasing their positions, 18 reducing their positions, and 9 closing their positions.
56% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 9
33% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 18
8% more capital invested
Capital invested by funds: $94.3M → $102M (+$7.67M)
6% more funds holding
Funds holding: 68 → 72 (+4)
0.35% more ownership
Funds ownership: 24.14% → 24.49% (+0.35%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$3.83M |
| 2 |
AC
Almitas Capital
Santa Monica,
California
|
+$2.79M |
| 3 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$1.49M |
| 4 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
+$1.18M |
| 5 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$1.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AW
Atlas Wealth
Cincinnati,
Ohio
|
-$8.03M |
| 2 |
WAM
Weiss Asset Management
Boston,
Massachusetts
|
-$1.11M |
| 3 |
CA
Cornerstone Advisory
Hunt Valley,
Maryland
|
-$810K |
| 4 |
Rockefeller Capital Management
New York
|
-$679K |
| 5 |
Creative Planning
Overland Park,
Kansas
|
-$612K |
JPI Hedge Fund Activity: Q4 2023 in Review
72 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred Securities & Income Opportunities Fund (JPI) for Q4 2023, worth a combined $102M — up 8.1% from $94.3M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new JPI positions and 9 closed out — a net gain of 5 holders — while 24 added to existing stakes and 18 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $3.83M. The largest seller was Atlas Wealth, exiting entirely with an estimated $8.03M sold.
- 72 institutional investors held Nuveen Preferred Securities & Income Opportunities Fund (JPI) as of Q4 2023, up from 68 in Q3 2023.
- Funds reported $102M of Nuveen Preferred Securities & Income Opportunities Fund stock for Q4 2023, up 8.1% quarter-over-quarter.
- 14 funds opened new Nuveen Preferred Securities & Income Opportunities Fund positions in Q4 2023 and 9 closed out, a net change of +5 holders.
- The largest Nuveen Preferred Securities & Income Opportunities Fund buyer in Q4 2023 was Morgan Stanley, an estimated $3.83M added.
- The largest Nuveen Preferred Securities & Income Opportunities Fund seller in Q4 2023 was Atlas Wealth, an estimated $8.03M sold.
Based on aggregated 13F filings for Q4 2023.