Nuveen Preferred Securities & Income Opportunities Fund
JPI
JPI was delisted on the 19th of September, 2025.
57 hedge funds and large institutions have $64M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2017 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 16 increasing their positions, 15 reducing their positions, and 5 closing their positions.
140% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 5
14% more funds holding
Funds holding: 50 → 57 (+7)
6% more capital invested
Capital invested by funds: $60.2M → $64M (+$3.85M)
7% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 15
0.46% more ownership
Funds ownership: 10.98% → 11.44% (+0.46%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CB
Commerce Bank
Kansas City,
Missouri
|
+$1.72M |
| 2 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$1.5M |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$979K |
| 4 |
BTS
BB&T Securities
Richmond,
Virginia
|
+$690K |
| 5 |
SG Americas Securities
New York
|
+$581K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$2.74M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$1.4M |
| 3 |
NPC
National Planning Corporation
El Segundo,
California
|
-$523K |
| 4 |
WS
Wedbush Securities
Los Angeles,
California
|
-$423K |
| 5 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$392K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PCM
51
Penserra Capital Management
Orinda,
California
| $14K | +$1.33K | +54 | +10% |
|
|
SBL
52
Sargent Bickham Lagudis
Boulder,
Colorado
| $10K | -$15K | -606 | -61% |
|
53
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $10K | +$9.89K | +400 | New |
|
|
TDC
54
Thompson Davis & Co
Richmond,
Virginia
| $6K | – | – | – |
|
55
Creative Planning
Overland Park,
Kansas
| $5K | -$12.9K | -520 | -72% |
|
|
FANJ
56
Financial Architects (New Jersey)
Marlton,
New Jersey
| $5K | – | – | – |
|
|
WS
57
Wedbush Securities
Los Angeles,
California
| – | -$423K | -17,567 | Closed |
|
|
58
Baird Financial Group
Milwaukee,
Wisconsin
| – | -$392K | -16,263 | Closed |
|
59
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$192K | -8,000 | Closed |
|
|
DADC
60
D.A. Davidson & Co
Great Falls,
Montana
| – | -$48K | -2,000 | Closed |
|
JPI Hedge Fund Activity: Q2 2017 in Review
57 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred Securities & Income Opportunities Fund (JPI) for Q2 2017, worth a combined $64M — up 6.4% from $60.2M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new JPI positions and 5 closed out — a net gain of 7 holders — while 16 added to existing stakes and 15 trimmed.
The largest buyer was Commerce Bank, opening a new position worth an estimated $1.72M. The largest seller was LPL Financial, cutting an estimated $2.74M.
- 57 institutional investors held Nuveen Preferred Securities & Income Opportunities Fund (JPI) as of Q2 2017, up from 50 in Q1 2017.
- Funds reported $64M of Nuveen Preferred Securities & Income Opportunities Fund stock for Q2 2017, up 6.4% quarter-over-quarter.
- 12 funds opened new Nuveen Preferred Securities & Income Opportunities Fund positions in Q2 2017 and 5 closed out, a net change of +7 holders.
- The largest Nuveen Preferred Securities & Income Opportunities Fund buyer in Q2 2017 was Commerce Bank, an estimated $1.72M added.
- The largest Nuveen Preferred Securities & Income Opportunities Fund seller in Q2 2017 was LPL Financial, an estimated $2.74M sold.
Based on aggregated 13F filings for Q2 2017.