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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 $85.9M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2014 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $82.6M → $85.9M (+$3.34M)

0.52% more ownership

Funds ownership: 10.74%11.26% (+0.52%)

0% more funds holding

Funds holding: 3131 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

9% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 11

Holders
31
Holders Change
Holders Change %
0%
% of All Funds
0.89%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
10
Reduced
11
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BTS
1
BB&T Securities
Virginia
$28.6M -$211K -9,075 -7%
Invesco
2
Invesco
Georgia
$10.4M +$1.06M +45,717 +12%
Cohen & Steers
3
Cohen & Steers
New York
$7.42M +$148K +6,375 +2%
Bank of America
4
Bank of America
North Carolina
$5.68M -$218K -9,390 -4%
GC
5
Guggenheim Capital
Illinois
$4.81M -$330K -14,211 -6%
PAIM
6
Punch & Associates Investment Management
Minnesota
$4.77M +$24.6K +1,060 +0.5%
Morgan Stanley
7
Morgan Stanley
New York
$4.3M -$43.6K -1,875 -1%
Wells Fargo
8
Wells Fargo
California
$3.46M +$43.1K +1,854 +1%
SCM
9
Saba Capital Management
New York
$2.65M -$116K -5,008 -4%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$2.27M +$343K +14,749 +18%
B
11
Baird
Wisconsin
$1.76M +$1.46M +62,752 +516%
FAAS
12
First Allied Advisory Services
California
$1.43M -$9.3K -400 -0.7%
U
13
UBS
Switzerland
$1.4M +$139K +5,961 +11%
Citigroup
14
Citigroup
New York
$1.1M -$318K -13,672 -23%
DD
15
Dominick & Dominick
New York
$1.02M +$4.23K +182 +0.4%
LPL Financial
16
LPL Financial
California
$992K -$51.2K -2,200 -5%
VFS
17
VSR Financial Services
Kansas
$823K -$229K -9,841 -22%
AQR Capital Management
18
AQR Capital Management
Connecticut
$691K +$328K +14,110 +92%
RCM
19
Rivernorth Capital Management
Florida
$393K +$389K +16,750 New
ICAS
20
Investors Capital Advisory Services
Massachusetts
$334K
DA
21
Doliver Advisors
Texas
$308K +$305K +13,133 New
GGPS
22
Gary Goldberg Planning Services
New York
$244K
SAM
23
SignalPoint Asset Management
Missouri
$235K
CHAM
24
Clear Harbor Asset Management
Connecticut
$217K
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$211K -$2.28K -98 -1%

JPI Hedge Fund Activity: Q2 2014 in Review

31 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred Securities & Income Opportunities Fund (JPI) for Q2 2014, worth a combined $85.9M — up 4% from $82.6M a quarter earlier.

Fund positioning in JPI was balanced in Q2 2014: 3 funds opened new positions, 3 closed out, 10 added to existing stakes and 11 trimmed.

The largest buyer was Baird, adding an estimated $1.46M. The largest seller was Guggenheim Capital, cutting an estimated $330K.

  • 31 institutional investors held Nuveen Preferred Securities & Income Opportunities Fund (JPI) as of Q2 2014, unchanged from Q1 2014.
  • Funds reported $85.9M of Nuveen Preferred Securities & Income Opportunities Fund stock for Q2 2014, up 4% quarter-over-quarter.
  • 3 funds opened new Nuveen Preferred Securities & Income Opportunities Fund positions in Q2 2014 and 3 closed out, a net change of 0 holders.
  • The largest Nuveen Preferred Securities & Income Opportunities Fund buyer in Q2 2014 was Baird, an estimated $1.46M added.
  • The largest Nuveen Preferred Securities & Income Opportunities Fund seller in Q2 2014 was Guggenheim Capital, an estimated $330K sold.

Based on aggregated 13F filings for Q2 2014.