Nuveen Preferred Securities & Income Opportunities Fund
JPI
JPI was delisted on the 19th of September, 2025.
50 hedge funds and large institutions have $80.8M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2018 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 17 reducing their positions, and 10 closing their positions.
10% more capital invested
Capital invested by funds: $73.7M → $80.8M (+$7.06M)
1.68% more ownership
Funds ownership: 13.42% → 15.11% (+1.7%)
9% less funds holding
Funds holding: 55 → 50 (-5)
12% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 17
40% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cornerstone Advisory
Hunt Valley,
Maryland
|
+$5.76M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.9M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$1.78M |
| 4 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$1.35M |
| 5 |
Morgan Stanley
New York
|
+$1.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.9M |
| 2 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$890K |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$654K |
| 4 |
DA
Doliver Advisors
Houston,
Texas
|
-$414K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$363K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
APA
51
American Portfolios Advisors
Holbrook,
New York
| $6.01K | – | – | – |
|
|
FIA
52
FNY Investment Advisers
New York
| $3K | +$3.2K | +135 | New |
|
|
RCM
53
Rivernorth Capital Management
West Palm Beach,
Florida
| – | -$890K | -37,556 | Closed |
|
|
DA
54
Doliver Advisors
Houston,
Texas
| – | -$414K | -17,472 | Closed |
|
|
55
Citadel Advisors
Miami,
Florida
| – | -$363K | -15,300 | Closed |
|
|
SFS
56
Shaker Financial Services
Arlington,
Virginia
| – | -$260K | -10,970 | Closed |
|
|
FNBT
57
FineMark National Bank & Trust
Fort Myers,
Florida
| – | -$200K | -8,430 | Closed |
|
|
CIA
58
Capital Investment Advisors
Atlanta,
Georgia
| – | -$183K | -7,714 | Closed |
|
59
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$95K | -4,000 | Closed |
|
|
IWM
60
IHT Wealth Management
Chicago,
Illinois
| – | -$30K | -1,266 | Closed |
|
|
SWP
61
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$27K | -1,150 | Closed |
|
|
GWM
62
Geneos Wealth Management
Englewood,
Colorado
| – | -$9K | -400 | Closed |
|
JPI Hedge Fund Activity: Q2 2018 in Review
50 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred Securities & Income Opportunities Fund (JPI) for Q2 2018, worth a combined $80.8M — up 9.6% from $73.7M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of JPI and 6 opened new positions — a net loss of 4 holders — while 17 trimmed existing stakes and 15 added.
The largest buyer was Cornerstone Advisory, adding an estimated $5.76M. The largest seller was Royal Bank of Canada, cutting an estimated $1.9M.
- 50 institutional investors held Nuveen Preferred Securities & Income Opportunities Fund (JPI) as of Q2 2018, down from 55 in Q1 2018.
- Funds reported $80.8M of Nuveen Preferred Securities & Income Opportunities Fund stock for Q2 2018, up 9.6% quarter-over-quarter.
- 6 funds opened new Nuveen Preferred Securities & Income Opportunities Fund positions in Q2 2018 and 10 closed out, a net change of -4 holders.
- The largest Nuveen Preferred Securities & Income Opportunities Fund buyer in Q2 2018 was Cornerstone Advisory, an estimated $5.76M added.
- The largest Nuveen Preferred Securities & Income Opportunities Fund seller in Q2 2018 was Royal Bank of Canada, an estimated $1.9M sold.
Based on aggregated 13F filings for Q2 2018.