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JPI

Nuveen Preferred Securities & Income Opportunities Fund

Delisted

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

31 hedge funds and large institutions have $82.6M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2014 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 7

7% more capital invested

Capital invested by funds: $77.4M → $82.6M (+$5.22M)

0.61% more ownership

Funds ownership: 10.13%10.74% (+0.61%)

0% more funds holding

Funds holding: 3131 (0)

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

Holders
31
Holders Change
Holders Change %
0%
% of All Funds
0.9%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
10
Reduced
7
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BTS
1
BB&T Securities
Virginia
$29.9M -$57.9K -2,553 -2%
Invesco
2
Invesco
Georgia
$9.03M +$1.41M +61,971 +19%
Cohen & Steers
3
Cohen & Steers
New York
$7.06M +$171K +7,535 +2%
Bank of America
4
Bank of America
North Carolina
$5.73M -$822K -36,250 -13%
GC
5
Guggenheim Capital
Illinois
$4.99M +$4.97M +219,015 New
PAIM
6
Punch & Associates Investment Management
Minnesota
$4.61M +$163K +7,204 +4%
Morgan Stanley
7
Morgan Stanley
New York
$4.22M +$365K +16,112 +10%
Wells Fargo
8
Wells Fargo
California
$3.32M +$353K +15,582 +12%
SCM
9
Saba Capital Management
New York
$2.69M +$491K +21,646 +22%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.87M -$89.8K -3,959 -5%
FAAS
11
First Allied Advisory Services
California
$1.4M +$88.4K +3,900 +7%
Citigroup
12
Citigroup
New York
$1.38M +$378K +16,653 +38%
U
13
UBS
Switzerland
$1.22M -$186K -8,208 -13%
VFS
14
VSR Financial Services
Kansas
$1.02M -$392K -17,300 -28%
LPL Financial
15
LPL Financial
California
$1.01M +$249K +10,983 +33%
DD
16
Dominick & Dominick
New York
$989K +$8.98K +396 +0.9%
AQR Capital Management
17
AQR Capital Management
Connecticut
$349K +$347K +15,318 New
ICAS
18
Investors Capital Advisory Services
Massachusetts
$325K
B
19
Baird
Wisconsin
$277K +$276K +12,170 New
GGPS
20
Gary Goldberg Planning Services
New York
$237K
SAM
21
SignalPoint Asset Management
Missouri
$228K +$227K +10,000 New
CHAM
22
Clear Harbor Asset Management
Connecticut
$211K +$210K +9,240 New
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$207K +$205K +9,063 New
WEC
24
Winslow Evans & Crocker
Massachusetts
$92.5K
BRWA
25
B. Riley Wealth Advisors
Florida
$80K

JPI Hedge Fund Activity: Q1 2014 in Review

31 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred Securities & Income Opportunities Fund (JPI) for Q1 2014, worth a combined $82.6M — up 6.7% from $77.4M a quarter earlier.

Fund positioning in JPI was balanced in Q1 2014: 9 funds opened new positions, 9 closed out, 10 added to existing stakes and 7 trimmed.

The largest buyer was Guggenheim Capital, opening a new position worth an estimated $4.97M. The largest seller was Rivernorth Capital Management, exiting entirely with an estimated $3.05M sold.

  • 31 institutional investors held Nuveen Preferred Securities & Income Opportunities Fund (JPI) as of Q1 2014, unchanged from Q4 2013.
  • Funds reported $82.6M of Nuveen Preferred Securities & Income Opportunities Fund stock for Q1 2014, up 6.7% quarter-over-quarter.
  • 9 funds opened new Nuveen Preferred Securities & Income Opportunities Fund positions in Q1 2014 and 9 closed out, a net change of 0 holders.
  • The largest Nuveen Preferred Securities & Income Opportunities Fund buyer in Q1 2014 was Guggenheim Capital, an estimated $4.97M added.
  • The largest Nuveen Preferred Securities & Income Opportunities Fund seller in Q1 2014 was Rivernorth Capital Management, an estimated $3.05M sold.

Based on aggregated 13F filings for Q1 2014.