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JPI

Nuveen Preferred Securities & Income Opportunities Fund

Delisted

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

34 hedge funds and large institutions have $83M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2014 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

10% more funds holding

Funds holding: 3134 (+3)

0.15% less ownership

Funds ownership: 11.26%11.12% (-0.15%)

3% less capital invested

Capital invested by funds: $85.9M → $83M (-$2.98M)

18% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 11

Holders
34
Holders Change
+3
Holders Change %
+9.68%
% of All Funds
0.99%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
9
Reduced
11
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BTS
1
BB&T Securities
Virginia
$27.8M -$13.5K -581 -0.5%
Invesco
2
Invesco
Georgia
$10M -$82.4K -3,541 -0.8%
Cohen & Steers
3
Cohen & Steers
New York
$7.7M +$468K +20,117 +6%
PAIM
4
Punch & Associates Investment Management
Minnesota
$4.86M +$215K +9,230 +5%
Bank of America
5
Bank of America
North Carolina
$4.72M -$828K -35,600 -15%
GC
6
Guggenheim Capital
Illinois
$4.28M -$423K -18,204 -9%
Wells Fargo
7
Wells Fargo
California
$3.51M +$139K +5,973 +4%
B
8
Baird
Wisconsin
$3.42M +$1.74M +74,591 +100%
Morgan Stanley
9
Morgan Stanley
New York
$3.38M -$826K -35,519 -19%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.92M -$295K -12,673 -13%
SCM
11
Saba Capital Management
New York
$1.84M -$755K -32,462 -29%
U
12
UBS
Switzerland
$1.41M +$46.8K +2,013 +3%
NPC
13
National Planning Corporation
California
$1.14M +$1.16M +49,773 New
RCM
14
Rivernorth Capital Management
Florida
$1.06M +$688K +29,579 +177%
DD
15
Dominick & Dominick
New York
$983K -$14.8K -637 -1%
LPL Financial
16
LPL Financial
California
$965K -$47 -2 -0%
AQR Capital Management
17
AQR Capital Management
Connecticut
$937K +$267K +11,463 +39%
VFS
18
VSR Financial Services
Kansas
$755K -$48.7K -2,094 -6%
Jane Street
19
Jane Street
New York
$414K +$420K +18,076 New
ICAS
20
Investors Capital Advisory Services
Massachusetts
$326K
WS
21
Wedbush Securities
California
$253K +$257K +11,031 New
GGPS
22
Gary Goldberg Planning Services
New York
$238K
SAM
23
SignalPoint Asset Management
Missouri
$229K
CIA
24
Capital Investment Advisors
Georgia
$227K +$231K +9,925 New
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$206K +$1.05K +45 +0.5%

JPI Hedge Fund Activity: Q3 2014 in Review

34 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred Securities & Income Opportunities Fund (JPI) for Q3 2014, worth a combined $83M — down 3.5% from $85.9M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new JPI positions and 5 closed out — a net gain of 3 holders — while 9 added to existing stakes and 11 trimmed.

The largest buyer was Baird, adding an estimated $1.74M. The largest seller was First Allied Advisory Services, exiting entirely with an estimated $1.43M sold.

  • 34 institutional investors held Nuveen Preferred Securities & Income Opportunities Fund (JPI) as of Q3 2014, up from 31 in Q2 2014.
  • Funds reported $83M of Nuveen Preferred Securities & Income Opportunities Fund stock for Q3 2014, down 3.5% quarter-over-quarter.
  • 8 funds opened new Nuveen Preferred Securities & Income Opportunities Fund positions in Q3 2014 and 5 closed out, a net change of +3 holders.
  • The largest Nuveen Preferred Securities & Income Opportunities Fund buyer in Q3 2014 was Baird, an estimated $1.74M added.
  • The largest Nuveen Preferred Securities & Income Opportunities Fund seller in Q3 2014 was First Allied Advisory Services, an estimated $1.43M sold.

Based on aggregated 13F filings for Q3 2014.