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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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31 hedge funds and large institutions have $77.4M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2013 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

22% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 9

18% more capital invested

Capital invested by funds: $65.7M → $77.4M (+$11.7M)

15% more funds holding

Funds holding: 27 → 31 (+4)

1.54% more ownership

Funds ownership: 8.59% → 10.13% (+1.5%)

Holders
31
Holders Change
+4
Holders Change %
+14.81%
% of All Funds
0.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
11
Reduced
9
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$6.13M
2
PAIM
Punch & Associates Investment Management
Minnesota
+$4.34M
3
RCM
Rivernorth Capital Management
Florida
+$3.08M
4
Morgan Stanley
Morgan Stanley
New York
+$2.23M
5
SCM
Saba Capital Management
New York
+$1.39M

Top Sellers

1
U
UBS
Switzerland
-$4.46M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.28M
3
VFS
VSR Financial Services
Kansas
-$897K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$457K
5
FAAS
First Allied Advisory Services
California
-$181K
Name Holding Trade Value Shares
Change 		Change in
Stake
BTS
1
BB&T Securities
Virginia
$29.5M +$52.1K +2,339 +2%
Invesco
2
Invesco
Georgia
$7.38M +$759K +34,088 +11%
Cohen & Steers
3
Cohen & Steers
New York
$6.67M +$49.8K +2,239 +0.7%
Bank of America
4
Bank of America
North Carolina
$6.34M +$6.13M +275,550 +2,309%
PAIM
5
Punch & Associates Investment Management
Minnesota
$4.3M +$4.34M +194,817 New
Morgan Stanley
6
Morgan Stanley
New York
$3.73M +$2.23M +100,346 +147%
RCM
7
Rivernorth Capital Management
Florida
$3.05M +$3.08M +138,374 New
Wells Fargo
8
Wells Fargo
California
$2.87M +$646K +29,029 +29%
SCM
9
Saba Capital Management
New York
$2.13M +$1.39M +62,536 +185%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.89M -$457K -20,525 -19%
VFS
11
VSR Financial Services
Kansas
$1.37M -$897K -40,313 -39%
U
12
UBS
Switzerland
$1.36M -$4.46M -200,354 -76%
FAAS
13
First Allied Advisory Services
California
$1.27M -$181K -8,138 -12%
Citigroup
14
Citigroup
New York
$971K +$490K +22,010 +100%
DD
15
Dominick & Dominick
New York
$948K -$51.7K -2,325 -5%
VKH
16
Virtu KCG Holdings
New York
$882K +$889K +39,963 New
LPL Financial
17
LPL Financial
California
$738K +$512 +23 +0.1%
PPA
18
Parametric Portfolio Associates
Washington
$426K -$2.27K -102 -0.5%
DA
19
Doliver Advisors
Texas
$390K -$31K -1,391 -7%
ICAS
20
Investors Capital Advisory Services
Massachusetts
$314K – – –
PP
21
Paloma Partners
Connecticut
$296K +$299K +13,422 New
GGPS
22
Gary Goldberg Planning Services
New York
$229K +$29.2K +1,310 +14%
WEC
23
Winslow Evans & Crocker
Massachusetts
$90K +$90.3K +4,059 New
BRWA
24
B. Riley Wealth Advisors
Florida
$77K -$8.9K -400 -10%
TDC
25
Thompson Davis & Co
Virginia
$72K +$72.3K +3,250 New
1
2

JPI Hedge Fund Activity: Q4 2013 in Review

31 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred Securities & Income Opportunities Fund (JPI) for Q4 2013, worth a combined $77.4M — up 18% from $65.7M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new JPI positions and 4 closed out — a net gain of 4 holders — while 11 added to existing stakes and 9 trimmed.

The largest buyer was Bank of America, adding an estimated $6.13M. The largest seller was UBS, cutting an estimated $4.46M.

  • 31 institutional investors held Nuveen Preferred Securities & Income Opportunities Fund (JPI) as of Q4 2013, up from 27 in Q3 2013.
  • Funds reported $77.4M of Nuveen Preferred Securities & Income Opportunities Fund stock for Q4 2013, up 18% quarter-over-quarter.
  • 8 funds opened new Nuveen Preferred Securities & Income Opportunities Fund positions in Q4 2013 and 4 closed out, a net change of +4 holders.
  • The largest Nuveen Preferred Securities & Income Opportunities Fund buyer in Q4 2013 was Bank of America, an estimated $6.13M added.
  • The largest Nuveen Preferred Securities & Income Opportunities Fund seller in Q4 2013 was UBS, an estimated $4.46M sold.

Based on aggregated 13F filings for Q4 2013.