We are live on ! Find out more
JPI

Nuveen Preferred Securities & Income Opportunities Fund

Delisted

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

35 hedge funds and large institutions have $85.1M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2015 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 7 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 7

7% more capital invested

Capital invested by funds: $79.2M → $85.1M (+$5.88M)

0.47% more ownership

Funds ownership: 10.46%10.93% (+0.47%)

13% less funds holding

Funds holding: 4035 (-5)

27% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 11

Holders
35
Holders Change
-5
Holders Change %
-12.5%
% of All Funds
0.93%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
15
Reduced
7
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BTS
1
BB&T Securities
Virginia
$29.8M -$39.5K -1,696 -1%
Invesco
2
Invesco
Georgia
$8.84M -$1.38M -59,221 -14%
Bessemer Group
3
Bessemer Group
New Jersey
$7.97M +$7.91M +340,061 New
Cohen & Steers
4
Cohen & Steers
New York
$7.91M +$36.4K +1,563 +0.5%
PAIM
5
Punch & Associates Investment Management
Minnesota
$5.78M +$714K +30,673 +14%
B
6
Baird
Wisconsin
$4.32M +$87.3K +3,754 +2%
Morgan Stanley
7
Morgan Stanley
New York
$3.55M -$59.3K -2,547 -2%
Wells Fargo
8
Wells Fargo
California
$2.66M -$1.42M -61,139 -35%
Bank of America
9
Bank of America
North Carolina
$2.6M +$270K +11,602 +12%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$2.14M +$83.2K +3,574 +4%
NPC
11
National Planning Corporation
California
$1.83M +$304K +13,045 +20%
UBS Group
12
UBS Group
Switzerland
$1.62M +$167K +7,157 +12%
LPL Financial
13
LPL Financial
California
$1.08M +$25.7K +1,103 +2%
SIA
14
Sit Investment Associates
Minnesota
$832K
VFS
15
VSR Financial Services
Kansas
$745K -$21.8K -938 -3%
GC
16
Guggenheim Capital
Illinois
$549K +$544K +23,392 New
DA
17
Doliver Advisors
Texas
$465K -$106K -4,549 -19%
CIA
18
Capital Investment Advisors
Georgia
$415K +$53.4K +2,297 +15%
PPA
19
Parametric Portfolio Associates
Washington
$361K +$358K +15,406 New
ICAS
20
Investors Capital Advisory Services
Massachusetts
$334K
WS
21
Wedbush Securities
California
$312K +$32.6K +1,402 +12%
BAM
22
Bruderman Asset Management
New York
$243K +$241K +10,380 New
SAM
23
SignalPoint Asset Management
Missouri
$234K
Deutsche Bank
24
Deutsche Bank
Germany
$117K +$62.8K +2,700 +117%
WEC
25
Winslow Evans & Crocker
Massachusetts
$95.3K +$186 +8 +0.2%

JPI Hedge Fund Activity: Q1 2015 in Review

35 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred Securities & Income Opportunities Fund (JPI) for Q1 2015, worth a combined $85.1M — up 7.4% from $79.2M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of JPI and 8 opened new positions — a net loss of 3 holders — while 7 trimmed existing stakes and 15 added.

The largest buyer was Bessemer Group, opening a new position worth an estimated $7.91M. The largest seller was Wells Fargo, cutting an estimated $1.42M.

  • 35 institutional investors held Nuveen Preferred Securities & Income Opportunities Fund (JPI) as of Q1 2015, down from 40 in Q4 2014.
  • Funds reported $85.1M of Nuveen Preferred Securities & Income Opportunities Fund stock for Q1 2015, up 7.4% quarter-over-quarter.
  • 8 funds opened new Nuveen Preferred Securities & Income Opportunities Fund positions in Q1 2015 and 11 closed out, a net change of -3 holders.
  • The largest Nuveen Preferred Securities & Income Opportunities Fund buyer in Q1 2015 was Bessemer Group, an estimated $7.91M added.
  • The largest Nuveen Preferred Securities & Income Opportunities Fund seller in Q1 2015 was Wells Fargo, an estimated $1.42M sold.

Based on aggregated 13F filings for Q1 2015.