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JPI

Nuveen Preferred Securities & Income Opportunities Fund

Delisted

JPI was delisted on the 19th of September, 2025.

71 hedge funds and large institutions have $108M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 17 increasing their positions, 20 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $102M → $108M (+$5.97M)

0.07% more ownership

Funds ownership: 24.49%24.56% (+0.07%)

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

1% less funds holding

Funds holding: 7271 (-1)

15% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 20

Holders
71
Holders Change
-1
Holders Change %
-1.39%
% of All Funds
1.02%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
17
Reduced
20
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BBPWM
51
Blue Bell Private Wealth Management
Pennsylvania
$73.1K +$71.1K +3,800 New
HCM
52
Hollencrest Capital Management
California
$68.1K
GWM
53
Geneos Wealth Management
Colorado
$52.2K
HIA
54
Harbor Investment Advisory
Maryland
$48.1K
CTC
55
Central Trust Company
Missouri
$40.7K
HNB
56
Huntington National Bank
Ohio
$40K
HI
57
Harbour Investments
Wisconsin
$39K +$150 +8 +0.4%
PS
58
Principal Securities
Iowa
$27.5K
AF
59
Allworth Financial
California
$22.9K +$356 +19 +2%
AF
60
Advisornet Financial
Minnesota
$19.2K
TH
61
TCTC Holdings
Texas
$15.4K
CA
62
CoreCap Advisors
Michigan
$13.5K +$13.1K +700 New
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$12.5K +$56 +3 +0.5%
IGWM
64
ICA Group Wealth Management
Colorado
$12.1K
TAM
65
Tucker Asset Management
Colorado
$9.62K +$9.36K +500 New
SS
66
Sunbelt Securities
Texas
$5.77K
HGERS
67
Householder Group Estate & Retirement Specialist
Arizona
$4.81K
BFEC
68
Benjamin F. Edwards & Company
Missouri
$4K
CAM
69
Chesapeake Asset Management
New York
$3.85K
SIC
70
Salem Investment Counselors
North Carolina
$2.9K
Fidelity Investments
71
Fidelity Investments
Massachusetts
$58 +$56 +3 New
FIA
72
FNY Investment Advisers
New York
$11 +$11.2K +600 New
WAM
73
Weiss Asset Management
Massachusetts
-$1.07M -58,598 Closed
Rockefeller Capital Management
74
Rockefeller Capital Management
New York
-$569K -31,144 Closed
LCM
75
Landscape Capital Management
New Jersey
-$451K -24,679 Closed

JPI Hedge Fund Activity: Q1 2024 in Review

71 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred Securities & Income Opportunities Fund (JPI) for Q1 2024, worth a combined $108M — up 5.9% from $102M a quarter earlier.

Fund positioning in JPI was balanced in Q1 2024: 11 funds opened new positions, 11 closed out, 17 added to existing stakes and 20 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $3.73M. The largest seller was Morgan Stanley, cutting an estimated $5.72M.

  • 71 institutional investors held Nuveen Preferred Securities & Income Opportunities Fund (JPI) as of Q1 2024, down from 72 in Q4 2023.
  • Funds reported $108M of Nuveen Preferred Securities & Income Opportunities Fund stock for Q1 2024, up 5.9% quarter-over-quarter.
  • 11 funds opened new Nuveen Preferred Securities & Income Opportunities Fund positions in Q1 2024 and 11 closed out, a net change of 0 holders.
  • The largest Nuveen Preferred Securities & Income Opportunities Fund buyer in Q1 2024 was Jane Street, an estimated $3.73M added.
  • The largest Nuveen Preferred Securities & Income Opportunities Fund seller in Q1 2024 was Morgan Stanley, an estimated $5.72M sold.

Based on aggregated 13F filings for Q1 2024.