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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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44 hedge funds and large institutions have $61.2M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2016 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 12

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

5% more capital invested

Capital invested by funds: $58.2M → $61.2M (+$3.01M)

2% more funds holding

Funds holding: 43 → 44 (+1)

0.49% more ownership

Funds ownership: 10.45% → 10.95% (+0.49%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
44
Holders Change
+1
Holders Change %
+2.33%
% of All Funds
1.17%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
6
Increased
19
Reduced
12
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$1.14M
2
JWM
Jacobus Wealth Management
Wisconsin
+$992K
3
IAM
ICM Asset Management
Washington
+$971K
4
Invesco
Invesco
Georgia
+$861K
5
NPC
National Planning Corporation
California
+$649K

Top Sellers

1
Baird Financial Group
Baird Financial Group
Wisconsin
-$766K
2
Cohen & Steers
Cohen & Steers
New York
-$698K
3
DA
Doliver Advisors
Texas
-$656K
4
GC
Guggenheim Capital
Illinois
-$335K
5
CIA
Capital Investment Advisors
Georgia
-$267K
Name Holding Trade Value Shares
Change 		Change in
Stake
Cohen & Steers
1
Cohen & Steers
New York
$8.02M -$698K -28,299 -8%
Invesco
2
Invesco
Georgia
$7.05M +$861K +34,919 +14%
Bessemer Group
3
Bessemer Group
New Jersey
$7M +$572K +23,204 +9%
Morgan Stanley
4
Morgan Stanley
New York
$4.62M -$118K -4,797 -2%
IAM
5
ICM Asset Management
Washington
$3.84M +$971K +39,395 +34%
JWM
6
Jacobus Wealth Management
Wisconsin
$3.59M +$992K +40,226 +38%
Bank of America
7
Bank of America
North Carolina
$3.08M +$353K +14,314 +13%
NPC
8
National Planning Corporation
California
$3.03M +$649K +26,347 +26%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$2.4M +$113K +4,570 +5%
BTS
10
BB&T Securities
Virginia
$2.18M -$170K -6,891 -7%
Wells Fargo
11
Wells Fargo
California
$2.17M -$145K -5,876 -6%
LPL Financial
12
LPL Financial
California
$2.05M -$25.1K -1,020 -1%
UBS Group
13
UBS Group
Switzerland
$1.98M +$1.14M +46,403 +136%
Baird Financial Group
14
Baird Financial Group
Wisconsin
$1.86M -$766K -31,081 -29%
RJA
15
Raymond James & Associates
Florida
$1.57M -$94.1K -3,819 -6%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$971K +$1.82K +74 +0.2%
IA
17
IFP Advisors
Florida
$936K +$27.1K +1,098 +3%
GC
18
Guggenheim Capital
Illinois
$822K -$335K -13,595 -29%
CIA
19
Capital Investment Advisors
Georgia
$646K -$267K -10,826 -29%
SPC
20
Sigma Planning Corp
Michigan
$558K +$52K +2,111 +10%
IH
21
IFC Holdings
Florida
$546K +$223K +9,040 +69%
FNBT
22
FineMark National Bank & Trust
Florida
$398K +$302K +12,253 +312%
WS
23
Wedbush Securities
California
$288K -$128K -5,210 -31%
WTB
24
Washington Trust Bank
Washington
$242K +$242K +9,830 New
BAM
25
Bruderman Asset Management
New York
$216K – – –
1
2

JPI Hedge Fund Activity: Q3 2016 in Review

44 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred Securities & Income Opportunities Fund (JPI) for Q3 2016, worth a combined $61.2M — up 5.2% from $58.2M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new JPI positions and 4 closed out — a net gain of 2 holders — while 19 added to existing stakes and 12 trimmed.

The largest buyer was UBS Group, adding an estimated $1.14M. The largest seller was Baird Financial Group, cutting an estimated $766K.

  • 44 institutional investors held Nuveen Preferred Securities & Income Opportunities Fund (JPI) as of Q3 2016, up from 43 in Q2 2016.
  • Funds reported $61.2M of Nuveen Preferred Securities & Income Opportunities Fund stock for Q3 2016, up 5.2% quarter-over-quarter.
  • 6 funds opened new Nuveen Preferred Securities & Income Opportunities Fund positions in Q3 2016 and 4 closed out, a net change of +2 holders.
  • The largest Nuveen Preferred Securities & Income Opportunities Fund buyer in Q3 2016 was UBS Group, an estimated $1.14M added.
  • The largest Nuveen Preferred Securities & Income Opportunities Fund seller in Q3 2016 was Baird Financial Group, an estimated $766K sold.

Based on aggregated 13F filings for Q3 2016.