Nuveen Preferred Securities & Income Opportunities Fund
JPI
JPI was delisted on the 19th of September, 2025.
66 hedge funds and large institutions have $77.3M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 22 increasing their positions, 18 reducing their positions, and 8 closing their positions.
38% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 8
22% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 18
2% more funds holding
Funds holding: 65 → 66 (+1)
1% more ownership
Funds ownership: 18.37% → 19.37% (+1%)
0% less capital invested
Capital invested by funds: $77.6M → $77.3M (-$362K)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AW
Atlas Wealth
Cincinnati,
Ohio
|
+$3.99M |
| 2 |
CA
Cornerstone Advisory
Hunt Valley,
Maryland
|
+$2.09M |
| 3 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
+$651K |
| 4 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$463K |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$367K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
COLIM
City of London Investment Management
London,
United Kingdom
|
-$1.31M |
| 2 |
IFG
Independent Financial Group
San Diego,
California
|
-$709K |
| 3 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$497K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$445K |
| 5 |
CL
CSS LLC
Chicago,
Illinois
|
-$420K |
JPI Hedge Fund Activity: Q1 2023 in Review
66 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred Securities & Income Opportunities Fund (JPI) for Q1 2023, worth a combined $77.3M — down 0.47% from $77.6M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new JPI positions and 8 closed out — a net gain of 3 holders — while 22 added to existing stakes and 18 trimmed.
The largest buyer was Atlas Wealth, adding an estimated $3.99M. The largest seller was City of London Investment Management, exiting entirely with an estimated $1.31M sold.
- 66 institutional investors held Nuveen Preferred Securities & Income Opportunities Fund (JPI) as of Q1 2023, up from 65 in Q4 2022.
- Funds reported $77.3M of Nuveen Preferred Securities & Income Opportunities Fund stock for Q1 2023, down 0.47% quarter-over-quarter.
- 11 funds opened new Nuveen Preferred Securities & Income Opportunities Fund positions in Q1 2023 and 8 closed out, a net change of +3 holders.
- The largest Nuveen Preferred Securities & Income Opportunities Fund buyer in Q1 2023 was Atlas Wealth, an estimated $3.99M added.
- The largest Nuveen Preferred Securities & Income Opportunities Fund seller in Q1 2023 was City of London Investment Management, an estimated $1.31M sold.
Based on aggregated 13F filings for Q1 2023.