Nuveen Preferred Securities & Income Opportunities Fund
JPI
JPI was delisted on the 19th of September, 2025.
71 hedge funds and large institutions have $127M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 17 increasing their positions, 22 reducing their positions, and 9 closing their positions.
22% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 9
18% more capital invested
Capital invested by funds: $108M → $127M (+$19.2M)
4.11% more ownership
Funds ownership: 24.56% → 28.67% (+4.1%)
0% more funds holding
Funds holding: 71 → 71 (0)
23% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 22
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AW
Atlas Wealth
Cincinnati,
Ohio
|
+$11.9M |
| 2 |
Jane Street
New York
|
+$4.94M |
| 3 |
AC
Almitas Capital
Santa Monica,
California
|
+$4.39M |
| 4 |
IA
Icon Advisers
Greenwood Village,
Colorado
|
+$1.67M |
| 5 |
YCM
Yakira Capital Management
Westport,
Connecticut
|
+$798K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAG
SageView Advisory Group
Newport Beach,
California
|
-$2.59M |
| 2 |
Morgan Stanley
New York
|
-$1.49M |
| 3 |
CA
Cornerstone Advisory
Hunt Valley,
Maryland
|
-$1.17M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$1.03M |
| 5 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$755K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | -$195K | -10,152 | Closed |
|
|
BBPWM
77
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| – | -$73.1K | -3,800 | Closed |
|
78
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$12.5K | -647 | Closed |
|
|
IGWM
79
ICA Group Wealth Management
Denver,
Colorado
| – | -$12.1K | -630 | Closed |
|
|
FIA
80
FNY Investment Advisers
New York
| – | -$11 | -600 | Closed |
|
|
CAM
81
Chesapeake Asset Management
New York
| – | -$3.85K | -200 | Closed |
|
JPI Hedge Fund Activity: Q2 2024 in Review
71 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred Securities & Income Opportunities Fund (JPI) for Q2 2024, worth a combined $127M — up 18% from $108M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new JPI positions and 9 closed out — a net gain of 2 holders — while 17 added to existing stakes and 22 trimmed.
The largest buyer was Atlas Wealth, opening a new position worth an estimated $11.9M. The largest seller was SageView Advisory Group, exiting entirely with an estimated $2.59M sold.
- 71 institutional investors held Nuveen Preferred Securities & Income Opportunities Fund (JPI) as of Q2 2024, unchanged from Q1 2024.
- Funds reported $127M of Nuveen Preferred Securities & Income Opportunities Fund stock for Q2 2024, up 18% quarter-over-quarter.
- 11 funds opened new Nuveen Preferred Securities & Income Opportunities Fund positions in Q2 2024 and 9 closed out, a net change of +2 holders.
- The largest Nuveen Preferred Securities & Income Opportunities Fund buyer in Q2 2024 was Atlas Wealth, an estimated $11.9M added.
- The largest Nuveen Preferred Securities & Income Opportunities Fund seller in Q2 2024 was SageView Advisory Group, an estimated $2.59M sold.
Based on aggregated 13F filings for Q2 2024.