Nuveen Preferred Securities & Income Opportunities Fund
JPI
JPI was delisted on the 19th of September, 2025.
57 hedge funds and large institutions have $87.6M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2021 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 24 increasing their positions, 13 reducing their positions, and 11 closing their positions.
85% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 13
0.99% less ownership
Funds ownership: 15.8% → 14.82% (-0.99%)
3% less capital invested
Capital invested by funds: $90.2M → $87.6M (-$2.59M)
8% less funds holding
Funds holding: 62 → 57 (-5)
45% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 11
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$634K |
| 2 |
SPIA
Steward Partners Investment Advisory
New York
|
+$423K |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$345K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$310K |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$282K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EGA
E&G Advisors
Houston,
Texas
|
-$1.33M |
| 2 |
TC
Telemus Capital
Southfield,
Michigan
|
-$1M |
| 3 |
Cohen & Steers
New York
|
-$973K |
| 4 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$850K |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
-$793K |
JPI Hedge Fund Activity: Q2 2021 in Review
57 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred Securities & Income Opportunities Fund (JPI) for Q2 2021, worth a combined $87.6M — down 2.9% from $90.2M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of JPI and 6 opened new positions — a net loss of 5 holders — while 13 trimmed existing stakes and 24 added.
The largest buyer was Morgan Stanley, adding an estimated $634K. The largest seller was E&G Advisors, exiting entirely with an estimated $1.33M sold.
- 57 institutional investors held Nuveen Preferred Securities & Income Opportunities Fund (JPI) as of Q2 2021, down from 62 in Q1 2021.
- Funds reported $87.6M of Nuveen Preferred Securities & Income Opportunities Fund stock for Q2 2021, down 2.9% quarter-over-quarter.
- 6 funds opened new Nuveen Preferred Securities & Income Opportunities Fund positions in Q2 2021 and 11 closed out, a net change of -5 holders.
- The largest Nuveen Preferred Securities & Income Opportunities Fund buyer in Q2 2021 was Morgan Stanley, an estimated $634K added.
- The largest Nuveen Preferred Securities & Income Opportunities Fund seller in Q2 2021 was E&G Advisors, an estimated $1.33M sold.
Based on aggregated 13F filings for Q2 2021.