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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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40 hedge funds and large institutions have $79.2M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2014 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 12 increasing their positions, 7 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

71% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 7

18% more funds holding

Funds holding: 34 → 40 (+6)

0.66% less ownership

Funds ownership: 11.12% → 10.46% (-0.66%)

5% less capital invested

Capital invested by funds: $83M → $79.2M (-$3.74M)

Holders
40
Holders Change
+6
Holders Change %
+17.65%
% of All Funds
1.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
12
Reduced
7
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SG Americas Securities
SG Americas Securities
New York
+$830K
2
SIA
Sit Investment Associates
Minnesota
+$817K
3
B
Baird
Wisconsin
+$714K
4
VKH
Virtu KCG Holdings
New York
+$592K
5
DA
Doliver Advisors
Texas
+$561K

Top Sellers

1
GC
Guggenheim Capital
Illinois
-$4.28M
2
Bank of America
Bank of America
North Carolina
-$2.46M
3
SCM
Saba Capital Management
New York
-$1.84M
4
Jane Street
Jane Street
New York
-$414K
5
AQR Capital Management
AQR Capital Management
Connecticut
-$382K
Name Holding Trade Value Shares
Change 		Change in
Stake
BTS
1
BB&T Securities
Virginia
$28.9M +$173K +7,520 +6%
Invesco
2
Invesco
Georgia
$9.8M -$45.7K -1,985 -0.5%
Cohen & Steers
3
Cohen & Steers
New York
$7.54M – – –
PAIM
4
Punch & Associates Investment Management
Minnesota
$4.85M +$87.9K +3,822 +2%
B
5
Baird
Wisconsin
$4.05M +$714K +31,054 +21%
Wells Fargo
6
Wells Fargo
California
$3.92M +$495K +21,532 +14%
Morgan Stanley
7
Morgan Stanley
New York
$3.46M +$151K +6,573 +4%
Bank of America
8
Bank of America
North Carolina
$2.23M -$2.46M -106,841 -52%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.97M +$89.9K +3,908 +5%
NPC
10
National Planning Corporation
California
$1.46M +$339K +14,720 +30%
UBS Group
11
UBS Group
Switzerland
$1.4M +$1.43M +62,118 New
RCM
12
Rivernorth Capital Management
Florida
$1.02M -$23.6K -1,026 -2%
LPL Financial
13
LPL Financial
California
$1.01M +$59.3K +2,579 +6%
SG Americas Securities
14
SG Americas Securities
New York
$810K +$830K +36,080 New
SIA
15
Sit Investment Associates
Minnesota
$797K +$817K +35,500 New
VFS
16
VSR Financial Services
Kansas
$733K -$5.38K -234 -0.7%
DD
17
Dominick & Dominick
New York
$710K -$259K -11,278 -26%
VKH
18
Virtu KCG Holdings
New York
$578K +$592K +25,745 New
AQR Capital Management
19
AQR Capital Management
Connecticut
$545K -$382K -16,603 -41%
SFS
20
Shaker Financial Services
Virginia
$504K +$516K +22,450 New
Goldman Sachs
21
Goldman Sachs
New York
$415K +$425K +18,476 New
DA
22
Doliver Advisors
Texas
$350K +$561K +24,404 New
CIA
23
Capital Investment Advisors
Georgia
$346K +$126K +5,482 +55%
BFM
24
Boothbay Fund Management
New York
$330K +$338K +14,700 New
ICAS
25
Investors Capital Advisory Services
Massachusetts
$320K – – –
1
2

JPI Hedge Fund Activity: Q4 2014 in Review

40 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred Securities & Income Opportunities Fund (JPI) for Q4 2014, worth a combined $79.2M — down 4.5% from $83M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new JPI positions and 7 closed out — a net gain of 7 holders — while 12 added to existing stakes and 7 trimmed.

The largest buyer was SG Americas Securities, opening a new position worth an estimated $830K. The largest seller was Guggenheim Capital, exiting entirely with an estimated $4.28M sold.

  • 40 institutional investors held Nuveen Preferred Securities & Income Opportunities Fund (JPI) as of Q4 2014, up from 34 in Q3 2014.
  • Funds reported $79.2M of Nuveen Preferred Securities & Income Opportunities Fund stock for Q4 2014, down 4.5% quarter-over-quarter.
  • 14 funds opened new Nuveen Preferred Securities & Income Opportunities Fund positions in Q4 2014 and 7 closed out, a net change of +7 holders.
  • The largest Nuveen Preferred Securities & Income Opportunities Fund buyer in Q4 2014 was SG Americas Securities, an estimated $830K added.
  • The largest Nuveen Preferred Securities & Income Opportunities Fund seller in Q4 2014 was Guggenheim Capital, an estimated $4.28M sold.

Based on aggregated 13F filings for Q4 2014.