Nuveen Preferred Securities & Income Opportunities Fund
JPI
JPI was delisted on the 19th of September, 2025.
54 hedge funds and large institutions have $82.8M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2018 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 11 reducing their positions, and 6 closing their positions.
118% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 11
67% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 6
8% more funds holding
Funds holding: 50 → 54 (+4)
3% more capital invested
Capital invested by funds: $80.8M → $82.8M (+$2.06M)
0.69% more ownership
Funds ownership: 15.11% → 15.8% (+0.69%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cornerstone Advisory
Hunt Valley,
Maryland
|
+$2.07M |
| 2 |
Morgan Stanley
New York
|
+$1.71M |
| 3 |
AG
Advisor Group
Phoenix,
Arizona
|
+$442K |
| 4 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$409K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$373K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bessemer Group
Woodbridge,
New Jersey
|
-$840K |
| 2 |
Invesco
Atlanta,
Georgia
|
-$817K |
| 3 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$734K |
| 4 |
LPL Financial
San Diego,
California
|
-$339K |
| 5 |
NMC
Nine Masts Capital
Central,
Hong Kong
|
-$275K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AOWM
51
Alpha Omega Wealth Management
Richmond,
Virginia
| $6K | – | – | – |
|
|
JFA
52
JNBA Financial Advisors
Bloomington,
Minnesota
| $6K | +$6.59K | +284 | New |
|
|
APA
53
American Portfolios Advisors
Holbrook,
New York
| $5.9K | – | – | – |
|
|
RCAG
54
Rehmann Capital Advisory Group
Lansing,
Michigan
| $3.97K | +$4.06K | +175 | New |
|
|
FIA
55
FNY Investment Advisers
New York
| $3K | – | – | – |
|
|
ASN
56
Advisory Services Network
Atlanta,
Georgia
| $1K | +$1.02K | +44 | New |
|
|
NMC
57
Nine Masts Capital
Central,
Hong Kong
| – | -$275K | -11,900 | Closed |
|
|
CF
58
Centaurus Financial
Anaheim,
California
| – | -$87K | -3,754 | Closed |
|
59
SEI Investments
Oaks,
Pennsylvania
| – | -$48K | -2,055 | Closed |
|
|
AF
60
Advisornet Financial
Minnetonka,
Minnesota
| – | -$35K | -1,500 | Closed |
|
61
Envestnet Asset Management
Chicago,
Illinois
| – | -$33K | -1,437 | Closed |
|
|
RFM
62
Royal Fund Management
Lady Lake,
Florida
| – | -$13K | -583 | Closed |
|
JPI Hedge Fund Activity: Q3 2018 in Review
54 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred Securities & Income Opportunities Fund (JPI) for Q3 2018, worth a combined $82.8M — up 2.6% from $80.8M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new JPI positions and 6 closed out — a net gain of 4 holders — while 24 added to existing stakes and 11 trimmed.
The largest buyer was Cornerstone Advisory, adding an estimated $2.07M. The largest seller was Bessemer Group, cutting an estimated $840K.
- 54 institutional investors held Nuveen Preferred Securities & Income Opportunities Fund (JPI) as of Q3 2018, up from 50 in Q2 2018.
- Funds reported $82.8M of Nuveen Preferred Securities & Income Opportunities Fund stock for Q3 2018, up 2.6% quarter-over-quarter.
- 10 funds opened new Nuveen Preferred Securities & Income Opportunities Fund positions in Q3 2018 and 6 closed out, a net change of +4 holders.
- The largest Nuveen Preferred Securities & Income Opportunities Fund buyer in Q3 2018 was Cornerstone Advisory, an estimated $2.07M added.
- The largest Nuveen Preferred Securities & Income Opportunities Fund seller in Q3 2018 was Bessemer Group, an estimated $840K sold.
Based on aggregated 13F filings for Q3 2018.