Nuveen Preferred Securities & Income Opportunities Fund
JPI
JPI was delisted on the 19th of September, 2025.
63 hedge funds and large institutions have $96.4M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2019 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 28 increasing their positions, 14 reducing their positions, and 4 closing their positions.
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
100% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 14
9% more funds holding
Funds holding: 58 → 63 (+5)
2% more capital invested
Capital invested by funds: $94.2M → $96.4M (+$2.18M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.22% less ownership
Funds ownership: 17.34% → 17.12% (-0.22%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$876K |
| 2 |
TFS
TrustCore Financial Services
Brentwood,
Tennessee
|
+$742K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$677K |
| 4 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$537K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$519K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$3.15M |
| 2 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
-$1.37M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$1.05M |
| 4 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$955K |
| 5 |
MAFM
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
-$374K |
JPI Hedge Fund Activity: Q3 2019 in Review
63 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred Securities & Income Opportunities Fund (JPI) for Q3 2019, worth a combined $96.4M — up 2.3% from $94.2M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new JPI positions and 4 closed out — a net gain of 5 holders — while 28 added to existing stakes and 14 trimmed.
The largest buyer was Wells Fargo, adding an estimated $876K. The largest seller was Morgan Stanley, cutting an estimated $3.15M.
- 63 institutional investors held Nuveen Preferred Securities & Income Opportunities Fund (JPI) as of Q3 2019, up from 58 in Q2 2019.
- Funds reported $96.4M of Nuveen Preferred Securities & Income Opportunities Fund stock for Q3 2019, up 2.3% quarter-over-quarter.
- 9 funds opened new Nuveen Preferred Securities & Income Opportunities Fund positions in Q3 2019 and 4 closed out, a net change of +5 holders.
- The largest Nuveen Preferred Securities & Income Opportunities Fund buyer in Q3 2019 was Wells Fargo, an estimated $876K added.
- The largest Nuveen Preferred Securities & Income Opportunities Fund seller in Q3 2019 was Morgan Stanley, an estimated $3.15M sold.
Based on aggregated 13F filings for Q3 2019.