Nuveen Preferred Securities & Income Opportunities Fund
JPI
JPI was delisted on the 19th of September, 2025.
43 hedge funds and large institutions have $58.2M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2016 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 5 closing their positions.
120% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 5
30% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 10
16% more funds holding
Funds holding: 37 → 43 (+6)
4% more capital invested
Capital invested by funds: $55.8M → $58.2M (+$2.41M)
0.01% less ownership
Funds ownership: 10.46% → 10.45% (-0.01%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAM
ICM Asset Management
Spokane,
Washington
|
+$2.75M |
| 2 |
IA
IFP Advisors
Tampa,
Florida
|
+$825K |
| 3 |
DA
Doliver Advisors
Houston,
Texas
|
+$629K |
| 4 |
Morgan Stanley
New York
|
+$587K |
| 5 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
+$485K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bessemer Group
Woodbridge,
New Jersey
|
-$2.35M |
| 2 |
LPL Financial
San Diego,
California
|
-$1.54M |
| 3 |
YMRC
Yorktown Management & Research Company
Forest,
Virginia
|
-$1.41M |
| 4 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$943K |
| 5 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
-$677K |
JPI Hedge Fund Activity: Q2 2016 in Review
43 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred Securities & Income Opportunities Fund (JPI) for Q2 2016, worth a combined $58.2M — up 4.3% from $55.8M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new JPI positions and 5 closed out — a net gain of 6 holders — while 13 added to existing stakes and 10 trimmed.
The largest buyer was ICM Asset Management, opening a new position worth an estimated $2.75M. The largest seller was Bessemer Group, cutting an estimated $2.35M.
- 43 institutional investors held Nuveen Preferred Securities & Income Opportunities Fund (JPI) as of Q2 2016, up from 37 in Q1 2016.
- Funds reported $58.2M of Nuveen Preferred Securities & Income Opportunities Fund stock for Q2 2016, up 4.3% quarter-over-quarter.
- 11 funds opened new Nuveen Preferred Securities & Income Opportunities Fund positions in Q2 2016 and 5 closed out, a net change of +6 holders.
- The largest Nuveen Preferred Securities & Income Opportunities Fund buyer in Q2 2016 was ICM Asset Management, an estimated $2.75M added.
- The largest Nuveen Preferred Securities & Income Opportunities Fund seller in Q2 2016 was Bessemer Group, an estimated $2.35M sold.
Based on aggregated 13F filings for Q2 2016.