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JPI

Nuveen Preferred Securities & Income Opportunities Fund

Delisted

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.

New
Increased
Maintained
Reduced
Closed

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: 3743 (+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%)

Holders
43
Holders Change
+6
Holders Change %
+16.22%
% of All Funds
1.15%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
13
Reduced
10
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cohen & Steers
1
Cohen & Steers
New York
$8.66M +$304K +12,868 +4%
Bessemer Group
2
Bessemer Group
New Jersey
$6.39M -$2.35M -99,486 -28%
Invesco
3
Invesco
Georgia
$6.15M +$175K +7,401 +3%
Morgan Stanley
4
Morgan Stanley
New York
$4.71M +$587K +24,850 +15%
IAM
5
ICM Asset Management
Washington
$2.85M +$2.75M +116,445 New
Bank of America
6
Bank of America
North Carolina
$2.71M -$47.1K -1,994 -2%
Baird Financial Group
7
Baird Financial Group
Wisconsin
$2.61M -$943K -39,944 -27%
JWM
8
Jacobus Wealth Management
Wisconsin
$2.58M +$415K +17,580 +20%
NPC
9
National Planning Corporation
California
$2.44M +$110K +4,650 +5%
BTS
10
BB&T Securities
Virginia
$2.33M +$57.3K +2,426 +3%
Wells Fargo
11
Wells Fargo
California
$2.3M +$149K +6,315 +7%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$2.27M +$257K +10,888 +13%
LPL Financial
13
LPL Financial
California
$2.08M -$1.54M -65,265 -44%
RJA
14
Raymond James & Associates
Florida
$1.66M +$70K +2,966 +5%
GC
15
Guggenheim Capital
Illinois
$1.15M -$216K -9,130 -16%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$964K +$366K +15,523 +65%
CIA
17
Capital Investment Advisors
Georgia
$907K -$677K -28,682 -44%
IA
18
IFP Advisors
Florida
$904K +$825K +34,964 +1,772%
UBS Group
19
UBS Group
Switzerland
$837K -$245K -10,387 -23%
DA
20
Doliver Advisors
Texas
$656K +$629K +26,631 New
SPC
21
Sigma Planning Corp
Michigan
$503K +$485K +20,563 New
WS
22
Wedbush Securities
California
$414K +$51.9K +2,197 +15%
Stifel Financial
23
Stifel Financial
Missouri
$365K +$352K +14,910 New
ICAS
24
Investors Capital Advisory Services
Massachusetts
$336K
IH
25
IFC Holdings
Florida
$324K +$309K +13,105 New

JPI Hedge Fund Activity: Q2 2016 in Review

43 of the 3,748 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.