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JPI

Nuveen Preferred Securities & Income Opportunities Fund

Delisted

JPI was delisted on the 19th of September, 2025.

61 hedge funds and large institutions have $95.5M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2019 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 17 increasing their positions, 13 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 8

31% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 13

20% more funds holding

Funds holding: 5161 (+10)

2% more capital invested

Capital invested by funds: $93.8M → $95.5M (+$1.71M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.7% less ownership

Funds ownership: 20.22%18.52% (-1.7%)

Holders
61
Holders Change
+10
Holders Change %
+19.61%
% of All Funds
1.32%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
17
Reduced
13
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IP
51
Intellectus Partners
California
$25K +$24.3K +1,103 New
CIAS
52
Capital Investment Advisory Services
North Carolina
$18K
BC
53
Barnett & Company
Tennessee
$15K
CAGAS
54
Capital Advisory Group Advisory Services
Minnesota
$14K
NFG
55
Next Financial Group
Texas
$12K
NFH
56
NEXT Financial Holdings
Texas
$12K +$11.9K +540 New
OIA
57
Optimum Investment Advisors
Illinois
$11K +$11K +500 New
WAM
58
Wealthspire Advisors (Maryland)
Maryland
$11K +$11K +500 New
WEC
59
Winslow Evans & Crocker
Massachusetts
$10K
AOWM
60
Alpha Omega Wealth Management
Virginia
$6K
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$5K -$38.7K -1,758 -90%
Rockefeller Capital Management
62
Rockefeller Capital Management
New York
$4K +$4.4K +200 New
FIA
63
FNY Investment Advisers
New York
$4K +$4.68K +213 New
RCM
64
Rivernorth Capital Management
Florida
-$2.96M -145,482 Closed
WAM
65
Weiss Asset Management
Massachusetts
-$602K -29,771 Closed
DA
66
Doliver Advisors
Texas
-$273K -13,512 Closed
WS
67
Wedbush Securities
California
-$210K -10,404 Closed
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
-$200K -9,905 Closed
WAM
69
Wolverine Asset Management
Illinois
-$166K -8,250 Closed
JA
70
JOYN Advisors
Georgia
-$9K -426 Closed
ASN
71
Advisory Services Network
Georgia
+$440 +20 New

JPI Hedge Fund Activity: Q1 2019 in Review

61 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred Securities & Income Opportunities Fund (JPI) for Q1 2019, worth a combined $95.5M — up 1.8% from $93.8M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new JPI positions and 8 closed out — a net gain of 11 holders — while 17 added to existing stakes and 13 trimmed.

The largest buyer was Wells Fargo, adding an estimated $1.44M. The largest seller was Morgan Stanley, cutting an estimated $8.85M.

  • 61 institutional investors held Nuveen Preferred Securities & Income Opportunities Fund (JPI) as of Q1 2019, up from 51 in Q4 2018.
  • Funds reported $95.5M of Nuveen Preferred Securities & Income Opportunities Fund stock for Q1 2019, up 1.8% quarter-over-quarter.
  • 19 funds opened new Nuveen Preferred Securities & Income Opportunities Fund positions in Q1 2019 and 8 closed out, a net change of +11 holders.
  • The largest Nuveen Preferred Securities & Income Opportunities Fund buyer in Q1 2019 was Wells Fargo, an estimated $1.44M added.
  • The largest Nuveen Preferred Securities & Income Opportunities Fund seller in Q1 2019 was Morgan Stanley, an estimated $8.85M sold.

Based on aggregated 13F filings for Q1 2019.