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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 $65.7M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2015 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

15% more capital invested

Capital invested by funds: $57.1M → $65.7M (+$8.64M)

8% more funds holding

Funds holding: 37 → 40 (+3)

1.25% more ownership

Funds ownership: 11.42% → 12.67% (+1.3%)

8% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 13

Holders
40
Holders Change
+3
Holders Change %
+8.11%
% of All Funds
1.05%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
6
Increased
12
Reduced
13
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TFMS
Trust & Fiduciary Management Services
Massachusetts
+$5.26M
2
LPL Financial
LPL Financial
California
+$1.51M
3
JWM
Jacobus Wealth Management
Wisconsin
+$1.14M
4
WEC
Winslow Evans & Crocker
Massachusetts
+$405K
5
NPC
National Planning Corporation
California
+$253K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$611K
2
PAIM
Punch & Associates Investment Management
Minnesota
-$500K
3
BTS
BB&T Securities
Virginia
-$465K
4
SIA
Sit Investment Associates
Minnesota
-$457K
5
PPA
Parametric Portfolio Associates
Washington
-$430K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bessemer Group
1
Bessemer Group
New Jersey
$9.35M +$94.9K +4,136 +1%
Cohen & Steers
2
Cohen & Steers
New York
$6.71M -$351K -15,291 -5%
Invesco
3
Invesco
Georgia
$6.29M +$58.4K +2,543 +0.9%
PAIM
4
Punch & Associates Investment Management
Minnesota
$5.52M -$500K -21,792 -8%
TFMS
5
Trust & Fiduciary Management Services
Massachusetts
$5.22M +$5.26M +229,199 New
Baird Financial Group
6
Baird Financial Group
Wisconsin
$4.65M -$174K -7,604 -4%
LPL Financial
7
LPL Financial
California
$3.06M +$1.51M +65,651 +99%
Morgan Stanley
8
Morgan Stanley
New York
$2.96M -$611K -26,612 -17%
Bank of America
9
Bank of America
North Carolina
$2.53M -$65.9K -2,873 -3%
BTS
10
BB&T Securities
Virginia
$2.22M -$465K -20,252 -17%
NPC
11
National Planning Corporation
California
$2.11M +$253K +11,005 +14%
Wells Fargo
12
Wells Fargo
California
$2.09M -$170K -7,399 -7%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$1.98M -$56.7K -2,471 -3%
CIA
14
Capital Investment Advisors
Georgia
$1.89M +$83K +3,617 +5%
UBS Group
15
UBS Group
Switzerland
$1.61M -$72.1K -3,141 -4%
GC
16
Guggenheim Capital
Illinois
$1.38M -$65K -2,832 -4%
YMRC
17
Yorktown Management & Research Company
Virginia
$1.37M – – –
JWM
18
Jacobus Wealth Management
Wisconsin
$1.28M +$1.14M +49,790 +788%
IA
19
IFP Advisors
Florida
$724K +$730K +31,830 New
VFS
20
VSR Financial Services
Kansas
$554K -$22.9K -1,000 -4%
WEC
21
Winslow Evans & Crocker
Massachusetts
$495K +$405K +17,658 +432%
WS
22
Wedbush Securities
California
$356K +$91.1K +3,968 +34%
ICAS
23
Investors Capital Advisory Services
Massachusetts
$301K -$22.9K -1,000 -7%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$207K +$209K +9,089 New
BAM
25
Bruderman Asset Management
New York
$200K – – –
1
2

JPI Hedge Fund Activity: Q4 2015 in Review

40 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred Securities & Income Opportunities Fund (JPI) for Q4 2015, worth a combined $65.7M — up 15% from $57.1M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new JPI positions and 3 closed out — a net gain of 3 holders — while 12 added to existing stakes and 13 trimmed.

The largest buyer was Trust & Fiduciary Management Services, opening a new position worth an estimated $5.26M. The largest seller was Morgan Stanley, cutting an estimated $611K.

  • 40 institutional investors held Nuveen Preferred Securities & Income Opportunities Fund (JPI) as of Q4 2015, up from 37 in Q3 2015.
  • Funds reported $65.7M of Nuveen Preferred Securities & Income Opportunities Fund stock for Q4 2015, up 15% quarter-over-quarter.
  • 6 funds opened new Nuveen Preferred Securities & Income Opportunities Fund positions in Q4 2015 and 3 closed out, a net change of +3 holders.
  • The largest Nuveen Preferred Securities & Income Opportunities Fund buyer in Q4 2015 was Trust & Fiduciary Management Services, an estimated $5.26M added.
  • The largest Nuveen Preferred Securities & Income Opportunities Fund seller in Q4 2015 was Morgan Stanley, an estimated $611K sold.

Based on aggregated 13F filings for Q4 2015.