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JPI

Nuveen Preferred Securities & Income Opportunities Fund

Delisted

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

41 hedge funds and large institutions have $55.9M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2015 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 9 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 1

100% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 9

17% more funds holding

Funds holding: 3541 (+6)

0.11% more ownership

Funds ownership: 10.93%11.04% (+0.11%)

34% less capital invested

Capital invested by funds: $85.1M → $55.9M (-$29.2M)

Holders
41
Holders Change
+6
Holders Change %
+17.14%
% of All Funds
1.1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
18
Reduced
9
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
1
Bessemer Group
New Jersey
$7.6M +$38K +1,637 +0.5%
Cohen & Steers
2
Cohen & Steers
New York
$7.09M -$438K -18,878 -6%
Invesco
3
Invesco
Georgia
$6.62M -$1.84M -79,497 -21%
PAIM
4
Punch & Associates Investment Management
Minnesota
$5.64M +$162K +6,967 +3%
Baird Financial Group
5
Baird Financial Group
Wisconsin
$4.11M +$4.28M +184,619 New
Morgan Stanley
6
Morgan Stanley
New York
$3.4M +$32.3K +1,393 +0.9%
BTS
7
BB&T Securities
Virginia
$2.59M -$252K -10,875 -9%
Bank of America
8
Bank of America
North Carolina
$2.58M +$120K +5,176 +5%
Wells Fargo
9
Wells Fargo
California
$2.56M +$26.2K +1,131 +1%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$2.02M -$15.9K -684 -0.7%
NPC
11
National Planning Corporation
California
$1.82M +$90.5K +3,900 +5%
UBS Group
12
UBS Group
Switzerland
$1.56M +$22.9K +985 +1%
YMRC
13
Yorktown Management & Research Company
Virginia
$1.33M +$1.39M +60,000 New
GC
14
Guggenheim Capital
Illinois
$1.16M +$665K +28,656 +123%
LPL Financial
15
LPL Financial
California
$1.06M +$41.7K +1,799 +4%
VFS
16
VSR Financial Services
Kansas
$717K +$10.9K +470 +1%
DA
17
Doliver Advisors
Texas
$553K +$116K +5,002 +25%
CIA
18
Capital Investment Advisors
Georgia
$495K +$106K +4,552 +26%
SIA
19
Sit Investment Associates
Minnesota
$473K -$330K -14,228 -40%
PPA
20
Parametric Portfolio Associates
Washington
$464K +$127K +5,471 +36%
Goldman Sachs
21
Goldman Sachs
New York
$371K +$387K +16,691 New
ICAS
22
Investors Capital Advisory Services
Massachusetts
$317K
WS
23
Wedbush Securities
California
$297K +$882 +38 +0.3%
SAM
24
SignalPoint Asset Management
Missouri
$234K
BAM
25
Bruderman Asset Management
New York
$231K

JPI Hedge Fund Activity: Q2 2015 in Review

41 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred Securities & Income Opportunities Fund (JPI) for Q2 2015, worth a combined $55.9M — down 34% from $85.1M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new JPI positions and 1 closed out — a net gain of 7 holders — while 18 added to existing stakes and 9 trimmed.

The largest buyer was Yorktown Management & Research Company, opening a new position worth an estimated $1.39M. The largest seller was Invesco, cutting an estimated $1.84M.

  • 41 institutional investors held Nuveen Preferred Securities & Income Opportunities Fund (JPI) as of Q2 2015, up from 35 in Q1 2015.
  • Funds reported $55.9M of Nuveen Preferred Securities & Income Opportunities Fund stock for Q2 2015, down 34% quarter-over-quarter.
  • 8 funds opened new Nuveen Preferred Securities & Income Opportunities Fund positions in Q2 2015 and 1 closed out, a net change of +7 holders.
  • The largest Nuveen Preferred Securities & Income Opportunities Fund buyer in Q2 2015 was Yorktown Management & Research Company, an estimated $1.39M added.
  • The largest Nuveen Preferred Securities & Income Opportunities Fund seller in Q2 2015 was Invesco, an estimated $1.84M sold.

Based on aggregated 13F filings for Q2 2015.