Nuveen Preferred Securities & Income Opportunities Fund
JPI
JPI was delisted on the 19th of September, 2025.
37 hedge funds and large institutions have $55.8M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2016 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 10 increasing their positions, 15 reducing their positions, and 4 closing their positions.
2.21% less ownership
Funds ownership: 12.67% → 10.46% (-2.2%)
8% less funds holding
Funds holding: 40 → 37 (-3)
15% less capital invested
Capital invested by funds: $65.7M → $55.8M (-$9.92M)
33% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 15
50% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 4
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.49M |
| 2 |
Cohen & Steers
New York
|
+$1.07M |
| 3 |
Morgan Stanley
New York
|
+$866K |
| 4 |
JWM
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
+$731K |
| 5 |
LPL Financial
San Diego,
California
|
+$411K |
Top Sellers
| 1 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
-$5.52M |
| 2 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$1.33M |
| 3 |
Bessemer Group
Woodbridge,
New Jersey
|
-$1.15M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$740K |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
-$688K |
JPI Hedge Fund Activity: Q1 2016 in Review
37 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred Securities & Income Opportunities Fund (JPI) for Q1 2016, worth a combined $55.8M — down 15% from $65.7M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of JPI and 2 opened new positions — a net loss of 2 holders — while 15 trimmed existing stakes and 10 added.
The largest buyer was Raymond James & Associates, opening a new position worth an estimated $1.49M. The largest seller was Punch & Associates Investment Management, exiting entirely with an estimated $5.52M sold.
- 37 institutional investors held Nuveen Preferred Securities & Income Opportunities Fund (JPI) as of Q1 2016, down from 40 in Q4 2015.
- Funds reported $55.8M of Nuveen Preferred Securities & Income Opportunities Fund stock for Q1 2016, down 15% quarter-over-quarter.
- 2 funds opened new Nuveen Preferred Securities & Income Opportunities Fund positions in Q1 2016 and 4 closed out, a net change of -2 holders.
- The largest Nuveen Preferred Securities & Income Opportunities Fund buyer in Q1 2016 was Raymond James & Associates, an estimated $1.49M added.
- The largest Nuveen Preferred Securities & Income Opportunities Fund seller in Q1 2016 was Punch & Associates Investment Management, an estimated $5.52M sold.
Based on aggregated 13F filings for Q1 2016.