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JPI

Nuveen Preferred Securities & Income Opportunities Fund
JPI

Delisted

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

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27 hedge funds and large institutions have $65.7M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2013 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 3 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 3

126% more capital invested

Capital invested by funds: $29.1M → $65.7M (+$36.6M)

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

2.12% more ownership

Funds ownership: 6.47% → 8.59% (+2.1%)

0% more funds holding

Funds holding: 27 → 27 (0)

Holders
27
Holders Change
–
Holders Change %
0%
% of All Funds
0.88%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
14
Reduced
3
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
U
UBS
Switzerland
+$4.67M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.29M
3
BTS
BB&T Securities
Virginia
+$818K
4
Invesco
Invesco
Georgia
+$797K
5
SCM
Saba Capital Management
New York
+$774K

Top Sellers

1
VFS
VSR Financial Services
Kansas
-$712K
2
First Trust Advisors
First Trust Advisors
Illinois
-$277K
3
CWM
Cabot Wealth Management
Massachusetts
-$220K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$201K
5
Wells Fargo
Wells Fargo
California
-$37.8K
Name Holding Trade Value Shares
Change 		Change in
Stake
BTS
1
BB&T Securities
Virginia
$29.8M +$818K +35,731 +37%
Invesco
2
Invesco
Georgia
$6.81M +$797K +34,829 +13%
Cohen & Steers
3
Cohen & Steers
New York
$6.8M +$476K +20,793 +7%
U
4
UBS
Switzerland
$5.95M +$4.67M +203,974 +350%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.41M +$436K +19,064 +22%
VFS
6
VSR Financial Services
Kansas
$2.33M -$712K -31,117 -23%
Wells Fargo
7
Wells Fargo
California
$2.29M -$37.8K -1,650 -2%
Morgan Stanley
8
Morgan Stanley
New York
$1.55M +$248K +10,829 +19%
FAAS
9
First Allied Advisory Services
California
$1.48M +$438K +19,138 +41%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$1.28M +$1.29M +56,455 New
DD
11
Dominick & Dominick
New York
$1.03M +$26.9K +1,176 +3%
SCM
12
Saba Capital Management
New York
$767K +$774K +33,822 New
LPL Financial
13
LPL Financial
California
$744K +$765K +33,422 New
Citigroup
14
Citigroup
New York
$498K +$12.7K +555 +3%
PPA
15
Parametric Portfolio Associates
Washington
$440K +$444K +19,386 New
DA
16
Doliver Advisors
Texas
$432K +$204K +8,912 +88%
ICAS
17
Investors Capital Advisory Services
Massachusetts
$323K – – –
Bank of America
18
Bank of America
North Carolina
$271K +$122K +5,311 +80%
GGPS
19
Gary Goldberg Planning Services
New York
$206K +$22.9K +1,000 +12%
WAM
20
Wolverine Asset Management
Illinois
$130K +$103K +4,507 +359%
BRWA
21
B. Riley Wealth Advisors
Florida
$88K +$89.2K +3,900 New
TJHA
22
Thomas J. Herzfeld Advisors
Florida
$68K – – –
AIG
23
American International Group
New York
$23.4K – – –
WRM
24
Westport Resources Management
Connecticut
$20K +$6.86K +300 +50%
Ameriprise
25
Ameriprise
Minnesota
$15K – – –
1
2

JPI Hedge Fund Activity: Q3 2013 in Review

27 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred Securities & Income Opportunities Fund (JPI) for Q3 2013, worth a combined $65.7M — up 126% from $29.1M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new JPI positions and 5 closed out — a net gain of 1 holder — while 14 added to existing stakes and 3 trimmed.

The largest buyer was UBS, adding an estimated $4.67M. The largest seller was VSR Financial Services, cutting an estimated $712K.

  • 27 institutional investors held Nuveen Preferred Securities & Income Opportunities Fund (JPI) as of Q3 2013, unchanged from Q2 2013.
  • Funds reported $65.7M of Nuveen Preferred Securities & Income Opportunities Fund stock for Q3 2013, up 126% quarter-over-quarter.
  • 6 funds opened new Nuveen Preferred Securities & Income Opportunities Fund positions in Q3 2013 and 5 closed out, a net change of +1 holder.
  • The largest Nuveen Preferred Securities & Income Opportunities Fund buyer in Q3 2013 was UBS, an estimated $4.67M added.
  • The largest Nuveen Preferred Securities & Income Opportunities Fund seller in Q3 2013 was VSR Financial Services, an estimated $712K sold.

Based on aggregated 13F filings for Q3 2013.