Nuveen Preferred Securities & Income Opportunities Fund
JPI
JPI was delisted on the 19th of September, 2025.
49 hedge funds and large institutions have $39.6M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 20 reducing their positions, and 26 closing their positions.
19.99% less ownership
Funds ownership: 28.67% → 8.68% (-20%)
31% less funds holding
Funds holding: 71 → 49 (-22)
60% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 20
69% less capital invested
Capital invested by funds: $127M → $39.6M (-$87.5M)
81% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 26
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$1.46M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$297K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$185K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$156K |
| 5 |
CPIG
Chicago Partners Investment Group
Chicago,
Illinois
|
+$112K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AW
Atlas Wealth
Cincinnati,
Ohio
|
-$12.1M |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$10.3M |
| 3 |
AC
Almitas Capital
Santa Monica,
California
|
-$9.76M |
| 4 |
Jane Street
New York
|
-$8.9M |
| 5 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
-$8.76M |
JPI Hedge Fund Activity: Q3 2024 in Review
49 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred Securities & Income Opportunities Fund (JPI) for Q3 2024, worth a combined $39.6M — down 69% from $127M a quarter earlier.
Sellers outnumbered buyers: 26 funds closed out of JPI and 5 opened new positions — a net loss of 21 holders — while 20 trimmed existing stakes and 8 added.
The largest buyer was International Assets Investment Management, adding an estimated $1.46M. The largest seller was Atlas Wealth, exiting entirely with an estimated $12.1M sold.
- 49 institutional investors held Nuveen Preferred Securities & Income Opportunities Fund (JPI) as of Q3 2024, down from 71 in Q2 2024.
- Funds reported $39.6M of Nuveen Preferred Securities & Income Opportunities Fund stock for Q3 2024, down 69% quarter-over-quarter.
- 5 funds opened new Nuveen Preferred Securities & Income Opportunities Fund positions in Q3 2024 and 26 closed out, a net change of -21 holders.
- The largest Nuveen Preferred Securities & Income Opportunities Fund buyer in Q3 2024 was International Assets Investment Management, an estimated $1.46M added.
- The largest Nuveen Preferred Securities & Income Opportunities Fund seller in Q3 2024 was Atlas Wealth, an estimated $12.1M sold.
Based on aggregated 13F filings for Q3 2024.