Nuveen Preferred Securities & Income Opportunities Fund
JPI
JPI was delisted on the 19th of September, 2025.
58 hedge funds and large institutions have $94.2M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2019 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 21 increasing their positions, 17 reducing their positions, and 6 closing their positions.
24% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 17
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1% less capital invested
Capital invested by funds: $95.5M → $94.2M (-$1.32M)
1.18% less ownership
Funds ownership: 18.52% → 17.34% (-1.2%)
5% less funds holding
Funds holding: 61 → 58 (-3)
17% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$985K |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$710K |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$665K |
| 4 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$428K |
| 5 |
Cohen & Steers
New York
|
+$426K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$8.42M |
| 2 |
AG
Advisor Group
Phoenix,
Arizona
|
-$1.25M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$349K |
| 4 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
-$326K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$313K |
JPI Hedge Fund Activity: Q2 2019 in Review
58 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred Securities & Income Opportunities Fund (JPI) for Q2 2019, worth a combined $94.2M — down 1.4% from $95.5M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of JPI and 5 opened new positions — a net loss of 1 holder — while 17 trimmed existing stakes and 21 added.
The largest buyer was Royal Bank of Canada, adding an estimated $985K. The largest seller was Morgan Stanley, cutting an estimated $8.42M.
- 58 institutional investors held Nuveen Preferred Securities & Income Opportunities Fund (JPI) as of Q2 2019, down from 61 in Q1 2019.
- Funds reported $94.2M of Nuveen Preferred Securities & Income Opportunities Fund stock for Q2 2019, down 1.4% quarter-over-quarter.
- 5 funds opened new Nuveen Preferred Securities & Income Opportunities Fund positions in Q2 2019 and 6 closed out, a net change of -1 holder.
- The largest Nuveen Preferred Securities & Income Opportunities Fund buyer in Q2 2019 was Royal Bank of Canada, an estimated $985K added.
- The largest Nuveen Preferred Securities & Income Opportunities Fund seller in Q2 2019 was Morgan Stanley, an estimated $8.42M sold.
Based on aggregated 13F filings for Q2 2019.