Nuveen Preferred Securities & Income Opportunities Fund
JPI
JPI was delisted on the 19th of September, 2025.
50 hedge funds and large institutions have $60.2M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2017 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 15 reducing their positions, and 12 closing their positions.
27% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 15
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
5% less capital invested
Capital invested by funds: $63.2M → $60.2M (-$3.06M)
1.14% less ownership
Funds ownership: 12.11% → 10.98% (-1.1%)
7% less funds holding
Funds holding: 54 → 50 (-4)
33% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$755K |
| 2 |
LPL Financial
San Diego,
California
|
+$595K |
| 3 |
EGA
E&G Advisors
Houston,
Texas
|
+$594K |
| 4 |
JWM
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
+$522K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$385K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$2.66M |
| 2 |
LCM
Laurion Capital Management
New York
|
-$1.84M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$898K |
| 4 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$514K |
| 5 |
Invesco
Atlanta,
Georgia
|
-$478K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WAM
51
Weiss Asset Management
Boston,
Massachusetts
| – | -$390K | -16,993 | Closed |
|
|
MSAM
52
Moloney Securities Asset Management
Manchester,
Missouri
| – | -$382K | -16,678 | Closed |
|
53
Citigroup
New York
| – | -$335K | -14,089 | -100% |
|
54
Millennium Management
New York
| – | -$286K | -12,455 | Closed |
|
55
Squarepoint
New York
| – | -$284K | -12,400 | Closed |
|
|
BFM
56
Boothbay Fund Management
New York
| – | -$390 | -12,300 | Closed |
|
57
SG Americas Securities
New York
| – | -$182K | -7,955 | Closed |
|
58
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$58K | -2,516 | Closed |
|
59
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | -$47.2K | -1,988 | -99% |
|
60
US Bancorp
Minneapolis,
Minnesota
| – | -$46K | -1,985 | Closed |
|
|
CWM
61
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
| – | -$10K | -450 | Closed |
|
|
MA
62
MUFG Americas
New York
| – | +$356 | +15 | New |
|
JPI Hedge Fund Activity: Q1 2017 in Review
50 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred Securities & Income Opportunities Fund (JPI) for Q1 2017, worth a combined $60.2M — down 4.8% from $63.2M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of JPI and 8 opened new positions — a net loss of 4 holders — while 15 trimmed existing stakes and 19 added.
The largest buyer was Guggenheim Capital, adding an estimated $755K. The largest seller was Baird Financial Group, cutting an estimated $2.66M.
- 50 institutional investors held Nuveen Preferred Securities & Income Opportunities Fund (JPI) as of Q1 2017, down from 54 in Q4 2016.
- Funds reported $60.2M of Nuveen Preferred Securities & Income Opportunities Fund stock for Q1 2017, down 4.8% quarter-over-quarter.
- 8 funds opened new Nuveen Preferred Securities & Income Opportunities Fund positions in Q1 2017 and 12 closed out, a net change of -4 holders.
- The largest Nuveen Preferred Securities & Income Opportunities Fund buyer in Q1 2017 was Guggenheim Capital, an estimated $755K added.
- The largest Nuveen Preferred Securities & Income Opportunities Fund seller in Q1 2017 was Baird Financial Group, an estimated $2.66M sold.
Based on aggregated 13F filings for Q1 2017.