Nuveen Preferred Securities & Income Opportunities Fund
JPI
JPI was delisted on the 19th of September, 2025.
68 hedge funds and large institutions have $81.3M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 16 increasing their positions, 19 reducing their positions, and 8 closing their positions.
25% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 8
5% more capital invested
Capital invested by funds: $77.3M → $81.3M (+$4.02M)
3% more funds holding
Funds holding: 66 → 68 (+2)
1.85% more ownership
Funds ownership: 19.37% → 21.22% (+1.8%)
16% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 19
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Weiss Asset Management
Boston,
Massachusetts
|
+$2.2M |
| 2 |
AW
Atlas Wealth
Cincinnati,
Ohio
|
+$2.06M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$1.22M |
| 4 |
Rockefeller Capital Management
New York
|
+$1.02M |
| 5 |
AC
Almitas Capital
Santa Monica,
California
|
+$827K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$765K |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$629K |
| 3 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$610K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$526K |
| 5 |
Morgan Stanley
New York
|
-$355K |
JPI Hedge Fund Activity: Q2 2023 in Review
68 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred Securities & Income Opportunities Fund (JPI) for Q2 2023, worth a combined $81.3M — up 5.2% from $77.3M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new JPI positions and 8 closed out — a net gain of 2 holders — while 16 added to existing stakes and 19 trimmed.
The largest buyer was Weiss Asset Management, opening a new position worth an estimated $2.2M. The largest seller was Stifel Financial, cutting an estimated $765K.
- 68 institutional investors held Nuveen Preferred Securities & Income Opportunities Fund (JPI) as of Q2 2023, up from 66 in Q1 2023.
- Funds reported $81.3M of Nuveen Preferred Securities & Income Opportunities Fund stock for Q2 2023, up 5.2% quarter-over-quarter.
- 10 funds opened new Nuveen Preferred Securities & Income Opportunities Fund positions in Q2 2023 and 8 closed out, a net change of +2 holders.
- The largest Nuveen Preferred Securities & Income Opportunities Fund buyer in Q2 2023 was Weiss Asset Management, an estimated $2.2M added.
- The largest Nuveen Preferred Securities & Income Opportunities Fund seller in Q2 2023 was Stifel Financial, an estimated $765K sold.
Based on aggregated 13F filings for Q2 2023.