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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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49 hedge funds and large institutions have $39.6M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 20 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

19.99% less ownership

Funds ownership: 28.67% → 8.68% (-20%)

31% less funds holding

Funds holding: 71 → 49 (-22)

60% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 20

69% less capital invested

Capital invested by funds: $127M → $39.6M (-$87.5M)

81% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 26

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
49
Holders Change
-22
Holders Change %
-30.99%
% of All Funds
0.7%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
5
Increased
8
Reduced
20
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IAIM
International Assets Investment Management
Florida
+$1.46M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$297K
3
Bank of America
Bank of America
North Carolina
+$185K
4
Ameriprise
Ameriprise
Minnesota
+$156K
5
CPIG
Chicago Partners Investment Group
Illinois
+$112K

Top Sellers

Rank Fund Capital Flow
1
AW
Atlas Wealth
Ohio
-$12.1M
2
SIA
Sit Investment Associates
Minnesota
-$10.3M
3
AC
Almitas Capital
California
-$9.76M
4
Jane Street
Jane Street
New York
-$8.9M
5
PAIM
Punch & Associates Investment Management
Minnesota
-$8.76M
Name Holding Trade Value Shares
Change 		Change in
Stake
DWP
26
Daymark Wealth Partners
Ohio
$237K -$30.8K -1,557 -12%
KPWS
27
Kestra Private Wealth Services
Texas
$217K +$553 +28 +0.3%
IWM
28
IHT Wealth Management
Illinois
$215K – – –
MHS
29
M Holdings Securities
Oregon
$213K -$5.39K -273 -3%
CWP
30
Concord Wealth Partners
Virginia
$204K +$2.87K +145 +1%
Comerica Bank
31
Comerica Bank
Texas
$141K – – –
GWM
32
Geneos Wealth Management
Colorado
$56.5K – – –
HIA
33
Harbor Investment Advisory
Maryland
$52K – – –
BCMLT
34
Beacon Capital Management LLC (Tennessee)
Tennessee
$49.5K -$111K -5,625 -70%
HI
35
Harbour Investments
Wisconsin
$42.5K +$158 +8 +0.4%
PS
36
Principal Securities
Iowa
$29.8K – – –
AF
37
Allworth Financial
California
$25.6K +$237 +12 +1%
HGA
38
Hobbs Group Advisors
South Carolina
$20.8K – – –
AF
39
Advisornet Financial
Minnesota
$20.8K – – –
TH
40
TCTC Holdings
Texas
$16.7K – – –
CA
41
CoreCap Advisors
Michigan
$14.6K – – –
IA
42
IFP Advisors
Florida
$14.6K +$13.8K +700 New
FIA
43
FNY Investment Advisers
New York
$12K +$11.9K +600 New
TAM
44
Tucker Asset Management
Colorado
$10.4K – – –
SS
45
Sunbelt Securities
Texas
$6.25K – – –
JIP
46
Jaffetilchin Investment Partners
Florida
$4.06K +$3.85K +195 New
IAIM
47
International Assets Investment Management
Florida
$3.74K +$1.46M +74,072 +1,982%
SIC
48
Salem Investment Counselors
North Carolina
$3.15K – – –
Fidelity Investments
49
Fidelity Investments
Massachusetts
$21 – – –
HNB
50
Huntington National Bank
Ohio
$21 – – –
1
2
3 4

JPI Hedge Fund Activity: Q3 2024 in Review

49 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred Securities & Income Opportunities Fund (JPI) for Q3 2024, worth a combined $39.6M — down 69% from $127M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of JPI and 5 opened new positions — a net loss of 21 holders — while 20 trimmed existing stakes and 8 added.

The largest buyer was International Assets Investment Management, adding an estimated $1.46M. The largest seller was Atlas Wealth, exiting entirely with an estimated $12.1M sold.

  • 49 institutional investors held Nuveen Preferred Securities & Income Opportunities Fund (JPI) as of Q3 2024, down from 71 in Q2 2024.
  • Funds reported $39.6M of Nuveen Preferred Securities & Income Opportunities Fund stock for Q3 2024, down 69% quarter-over-quarter.
  • 5 funds opened new Nuveen Preferred Securities & Income Opportunities Fund positions in Q3 2024 and 26 closed out, a net change of -21 holders.
  • The largest Nuveen Preferred Securities & Income Opportunities Fund buyer in Q3 2024 was International Assets Investment Management, an estimated $1.46M added.
  • The largest Nuveen Preferred Securities & Income Opportunities Fund seller in Q3 2024 was Atlas Wealth, an estimated $12.1M sold.

Based on aggregated 13F filings for Q3 2024.