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JPI

Nuveen Preferred Securities & Income Opportunities Fund

Delisted

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

37 hedge funds and large institutions have $57.1M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2015 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $55.9M → $57.1M (+$1.17M)

0.38% more ownership

Funds ownership: 11.04%11.42% (+0.38%)

10% less funds holding

Funds holding: 4137 (-4)

27% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 15

50% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 8

Holders
37
Holders Change
-4
Holders Change %
-9.76%
% of All Funds
1.03%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
11
Reduced
15
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
1
Bessemer Group
New Jersey
$8.91M +$1.45M +64,786 +19%
Cohen & Steers
2
Cohen & Steers
New York
$6.79M -$196K -8,792 -3%
Invesco
3
Invesco
Georgia
$6M -$535K -23,995 -8%
PAIM
4
Punch & Associates Investment Management
Minnesota
$5.79M +$234K +10,504 +4%
Baird Financial Group
5
Baird Financial Group
Wisconsin
$4.64M +$611K +27,387 +15%
Morgan Stanley
6
Morgan Stanley
New York
$3.43M +$79.9K +3,581 +2%
BTS
7
BB&T Securities
Virginia
$2.58M +$31.4K +1,406 +1%
Bank of America
8
Bank of America
North Carolina
$2.49M -$52.2K -2,337 -2%
Wells Fargo
9
Wells Fargo
California
$2.18M -$345K -15,438 -13%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.96M -$26.3K -1,178 -1%
NPC
11
National Planning Corporation
California
$1.89M -$35.7K -1,600 -2%
CIA
12
Capital Investment Advisors
Georgia
$1.74M +$1.28M +57,225 +257%
UBS Group
13
UBS Group
Switzerland
$1.62M +$85.9K +3,849 +5%
LPL Financial
14
LPL Financial
California
$1.46M +$417K +18,696 +39%
GC
15
Guggenheim Capital
Illinois
$1.39M +$255K +11,437 +22%
YMRC
16
Yorktown Management & Research Company
Virginia
$1.31M
VFS
17
VSR Financial Services
Kansas
$556K -$154K -6,900 -21%
SIA
18
Sit Investment Associates
Minnesota
$457K -$8.95K -401 -2%
PPA
19
Parametric Portfolio Associates
Washington
$430K -$28.3K -1,267 -6%
ICAS
20
Investors Capital Advisory Services
Massachusetts
$312K
WS
21
Wedbush Securities
California
$256K -$37.4K -1,678 -13%
BAM
22
Bruderman Asset Management
New York
$192K -$35.7K -1,600 -15%
JWM
23
Jacobus Wealth Management
Wisconsin
$138K +$141K +6,315 New
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$115K +$424 +19 +0.4%
Deutsche Bank
25
Deutsche Bank
Germany
$109K

JPI Hedge Fund Activity: Q3 2015 in Review

37 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred Securities & Income Opportunities Fund (JPI) for Q3 2015, worth a combined $57.1M — up 2.1% from $55.9M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of JPI and 4 opened new positions — a net loss of 4 holders — while 15 trimmed existing stakes and 11 added.

The largest buyer was Bessemer Group, adding an estimated $1.45M. The largest seller was Doliver Advisors, exiting entirely with an estimated $553K sold.

  • 37 institutional investors held Nuveen Preferred Securities & Income Opportunities Fund (JPI) as of Q3 2015, down from 41 in Q2 2015.
  • Funds reported $57.1M of Nuveen Preferred Securities & Income Opportunities Fund stock for Q3 2015, up 2.1% quarter-over-quarter.
  • 4 funds opened new Nuveen Preferred Securities & Income Opportunities Fund positions in Q3 2015 and 8 closed out, a net change of -4 holders.
  • The largest Nuveen Preferred Securities & Income Opportunities Fund buyer in Q3 2015 was Bessemer Group, an estimated $1.45M added.
  • The largest Nuveen Preferred Securities & Income Opportunities Fund seller in Q3 2015 was Doliver Advisors, an estimated $553K sold.

Based on aggregated 13F filings for Q3 2015.