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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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71 hedge funds and large institutions have $108M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 17 increasing their positions, 20 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $102M → $108M (+$5.97M)

0.07% more ownership

Funds ownership: 24.49% → 24.56% (+0.07%)

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

1% less funds holding

Funds holding: 72 → 71 (-1)

15% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 20

Holders
71
Holders Change
-1
Holders Change %
-1.39%
% of All Funds
1.02%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
17
Reduced
20
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$3.73M
2
SAG
SageView Advisory Group
California
+$2.21M
3
SIA
Sit Investment Associates
Minnesota
+$1.83M
4
CL
CSS LLC
Illinois
+$1.02M
5
BI
Bulldog Investors
New Jersey
+$928K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$5.72M
2
WAM
Weiss Asset Management
Massachusetts
-$1.07M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$569K
4
UBS Group
UBS Group
Switzerland
-$521K
5
LCM
Landscape Capital Management
New Jersey
-$451K
Name Holding Trade Value Shares
Change 		Change in
Stake
EGA
26
E&G Advisors
Texas
$780K – – –
Ameriprise
27
Ameriprise
Minnesota
$695K -$112K -5,989 -14%
WCMNY
28
Westchester Capital Management (New York)
New York
$686K – – –
HWAM
29
Hennion & Walsh Asset Management
New Jersey
$663K -$3.71K -198 -0.6%
CAN
30
Cetera Advisor Networks
California
$582K +$430 +23 +0.1%
KWA
31
Kingswood Wealth Advisors
California
$564K – – –
SPIA
32
Steward Partners Investment Advisory
New York
$524K -$37.4K -2,000 -7%
GC
33
Guggenheim Capital
Illinois
$505K -$270K -14,417 -35%
Lido Advisors
34
Lido Advisors
California
$441K – – –
WAP
35
Wealthcare Advisory Partners
Pennsylvania
$377K -$22.2K -1,185 -6%
NA
36
NewEdge Advisors
Louisiana
$333K +$72.5K +3,874 +29%
WS
37
Wedbush Securities
California
$301K -$18.5K -987 -6%
AWA
38
Arete Wealth Advisors
Illinois
$298K – – –
CA
39
Cetera Advisors
Colorado
$298K +$290K +15,478 New
PWA
40
Physician Wealth Advisors
Utah
$294K – – –
YCM
41
Yakira Capital Management
Connecticut
$274K +$267K +14,251 New
CRC
42
Curi RMB Capital
Illinois
$263K – – –
DWP
43
Daymark Wealth Partners
Ohio
$249K – – –
PAG
44
Private Advisor Group
New Jersey
$232K +$337 +18 +0.1%
KPWS
45
Kestra Private Wealth Services
Texas
$220K +$543 +29 +0.3%
IWM
46
IHT Wealth Management
Illinois
$218K -$3.59K -192 -2%
Deutsche Bank
47
Deutsche Bank
Germany
$195K +$190K +10,152 New
CWP
48
Concord Wealth Partners
Virginia
$183K +$1.83K +98 +1%
BCMLT
49
Beacon Capital Management LLC (Tennessee)
Tennessee
$154K -$37 -2 -0%
Comerica Bank
50
Comerica Bank
Texas
$131K – – –
1
2
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JPI Hedge Fund Activity: Q1 2024 in Review

71 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred Securities & Income Opportunities Fund (JPI) for Q1 2024, worth a combined $108M — up 5.9% from $102M a quarter earlier.

Fund positioning in JPI was balanced in Q1 2024: 11 funds opened new positions, 11 closed out, 17 added to existing stakes and 20 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $3.73M. The largest seller was Morgan Stanley, cutting an estimated $5.72M.

  • 71 institutional investors held Nuveen Preferred Securities & Income Opportunities Fund (JPI) as of Q1 2024, down from 72 in Q4 2023.
  • Funds reported $108M of Nuveen Preferred Securities & Income Opportunities Fund stock for Q1 2024, up 5.9% quarter-over-quarter.
  • 11 funds opened new Nuveen Preferred Securities & Income Opportunities Fund positions in Q1 2024 and 11 closed out, a net change of 0 holders.
  • The largest Nuveen Preferred Securities & Income Opportunities Fund buyer in Q1 2024 was Jane Street, an estimated $3.73M added.
  • The largest Nuveen Preferred Securities & Income Opportunities Fund seller in Q1 2024 was Morgan Stanley, an estimated $5.72M sold.

Based on aggregated 13F filings for Q1 2024.