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JPI

Nuveen Preferred Securities & Income Opportunities Fund

Delisted

JPI was delisted on the 19th of September, 2025.

54 hedge funds and large institutions have $63.2M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2016 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 14 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 6

23% more funds holding

Funds holding: 4454 (+10)

1.17% more ownership

Funds ownership: 10.95%12.11% (+1.2%)

3% more capital invested

Capital invested by funds: $61.2M → $63.2M (+$2M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 14

Holders
54
Holders Change
+10
Holders Change %
+22.73%
% of All Funds
1.35%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
16
Increased
14
Reduced
14
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
1
Bessemer Group
New Jersey
$7.41M +$904K +38,634 +14%
Cohen & Steers
2
Cohen & Steers
New York
$6.8M -$681K -29,086 -9%
Invesco
3
Invesco
Georgia
$6.12M -$453K -19,344 -7%
Morgan Stanley
4
Morgan Stanley
New York
$3.78M -$529K -22,598 -12%
IAM
5
ICM Asset Management
Washington
$3.47M -$109K -4,650 -3%
NPC
6
National Planning Corporation
California
$3.24M +$236K +10,064 +8%
Bank of America
7
Bank of America
North Carolina
$3.16M +$300K +12,818 +10%
Baird Financial Group
8
Baird Financial Group
Wisconsin
$2.94M +$1.23M +52,572 +70%
LPL Financial
9
LPL Financial
California
$2.54M +$603K +25,773 +31%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$2.36M +$124K +5,318 +5%
JWM
11
Jacobus Wealth Management
Wisconsin
$2.24M -$1.12M -47,785 -33%
BTS
12
BB&T Securities
Virginia
$2.18M
Wells Fargo
13
Wells Fargo
California
$2.05M +$25.9K +1,105 +1%
UBS Group
14
UBS Group
Switzerland
$1.96M +$111K +4,732 +6%
LCM
15
Laurion Capital Management
New York
$1.84M +$1.88M +80,273 New
RJA
16
Raymond James & Associates
Florida
$1.4M -$67.7K -2,893 -5%
RCM
17
Robinson Capital Management
Michigan
$1.03M +$1.05M +44,968 New
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$855K -$50.8K -2,170 -6%
IA
19
IFP Advisors
Florida
$796K -$78.2K -3,342 -9%
CIA
20
Capital Investment Advisors
Georgia
$524K -$78.7K -3,363 -13%
DA
21
Doliver Advisors
Texas
$521K +$532K +22,720 New
RCM
22
Rivernorth Capital Management
Florida
$514K +$525K +22,427 New
SPC
23
Sigma Planning Corp
Michigan
$507K -$13.4K -574 -3%
IH
24
IFC Holdings
Florida
$495K -$11.7K -500 -2%
GC
25
Guggenheim Capital
Illinois
$453K -$319K -13,634 -41%

JPI Hedge Fund Activity: Q4 2016 in Review

54 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred Securities & Income Opportunities Fund (JPI) for Q4 2016, worth a combined $63.2M — up 3.3% from $61.2M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new JPI positions and 6 closed out — a net gain of 10 holders — while 14 added to existing stakes and 14 trimmed.

The largest buyer was Laurion Capital Management, opening a new position worth an estimated $1.88M. The largest seller was Jacobus Wealth Management, cutting an estimated $1.12M.

  • 54 institutional investors held Nuveen Preferred Securities & Income Opportunities Fund (JPI) as of Q4 2016, up from 44 in Q3 2016.
  • Funds reported $63.2M of Nuveen Preferred Securities & Income Opportunities Fund stock for Q4 2016, up 3.3% quarter-over-quarter.
  • 16 funds opened new Nuveen Preferred Securities & Income Opportunities Fund positions in Q4 2016 and 6 closed out, a net change of +10 holders.
  • The largest Nuveen Preferred Securities & Income Opportunities Fund buyer in Q4 2016 was Laurion Capital Management, an estimated $1.88M added.
  • The largest Nuveen Preferred Securities & Income Opportunities Fund seller in Q4 2016 was Jacobus Wealth Management, an estimated $1.12M sold.

Based on aggregated 13F filings for Q4 2016.