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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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50 hedge funds and large institutions have $60.2M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2017 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 15 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 15

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

5% less capital invested

Capital invested by funds: $63.2M → $60.2M (-$3.06M)

1.14% less ownership

Funds ownership: 12.11% → 10.98% (-1.1%)

7% less funds holding

Funds holding: 54 → 50 (-4)

33% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 12

Holders
50
Holders Change
-4
Holders Change %
-7.41%
% of All Funds
1.24%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
19
Reduced
15
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
Guggenheim Capital
Illinois
+$755K
2
LPL Financial
LPL Financial
California
+$595K
3
EGA
E&G Advisors
Texas
+$594K
4
JWM
Jacobus Wealth Management
Wisconsin
+$522K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$385K

Top Sellers

1
Baird Financial Group
Baird Financial Group
Wisconsin
-$2.66M
2
LCM
Laurion Capital Management
New York
-$1.84M
3
UBS Group
UBS Group
Switzerland
-$898K
4
RCM
Rivernorth Capital Management
Florida
-$514K
5
Invesco
Invesco
Georgia
-$478K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bessemer Group
1
Bessemer Group
New Jersey
$7.41M -$365K -15,364 -5%
Cohen & Steers
2
Cohen & Steers
New York
$7.14M – – –
Invesco
3
Invesco
Georgia
$5.95M -$478K -20,121 -8%
Morgan Stanley
4
Morgan Stanley
New York
$4.12M +$146K +6,129 +4%
Bank of America
5
Bank of America
North Carolina
$3.53M +$206K +8,654 +6%
LPL Financial
6
LPL Financial
California
$3.26M +$595K +25,054 +23%
NPC
7
National Planning Corporation
California
$3.23M -$73.2K -3,080 -2%
IAM
8
ICM Asset Management
Washington
$3.19M -$441K -18,565 -12%
JWM
9
Jacobus Wealth Management
Wisconsin
$2.88M +$522K +21,963 +22%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$2.63M +$148K +6,251 +6%
BTS
11
BB&T Securities
Virginia
$2.28M +$155K +6,505 +7%
Wells Fargo
12
Wells Fargo
California
$2.18M +$25.9K +1,089 +1%
RJA
13
Raymond James & Associates
Florida
$1.46M -$6.98K -294 -0.5%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$1.29M +$385K +16,190 +43%
GC
15
Guggenheim Capital
Illinois
$1.24M +$755K +31,802 +161%
UBS Group
16
UBS Group
Switzerland
$1.15M -$898K -37,813 -44%
IA
17
IFP Advisors
Florida
$885K +$48.9K +2,057 +6%
RCM
18
Robinson Capital Management
Michigan
$765K -$314K -13,202 -29%
SPC
19
Sigma Planning Corp
Michigan
$604K +$71.3K +3,000 +14%
EGA
20
E&G Advisors
Texas
$602K +$594K +25,000 New
IH
21
IFC Holdings
Florida
$570K +$49.9K +2,100 +10%
CIA
22
Capital Investment Advisors
Georgia
$507K -$42.9K -1,805 -8%
WS
23
Wedbush Securities
California
$423K +$41.8K +1,761 +11%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$392K -$2.66M -111,823 -87%
DA
25
Doliver Advisors
Texas
$337K -$207K -8,729 -38%
1
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JPI Hedge Fund Activity: Q1 2017 in Review

50 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred Securities & Income Opportunities Fund (JPI) for Q1 2017, worth a combined $60.2M — down 4.8% from $63.2M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of JPI and 8 opened new positions — a net loss of 4 holders — while 15 trimmed existing stakes and 19 added.

The largest buyer was Guggenheim Capital, adding an estimated $755K. The largest seller was Baird Financial Group, cutting an estimated $2.66M.

  • 50 institutional investors held Nuveen Preferred Securities & Income Opportunities Fund (JPI) as of Q1 2017, down from 54 in Q4 2016.
  • Funds reported $60.2M of Nuveen Preferred Securities & Income Opportunities Fund stock for Q1 2017, down 4.8% quarter-over-quarter.
  • 8 funds opened new Nuveen Preferred Securities & Income Opportunities Fund positions in Q1 2017 and 12 closed out, a net change of -4 holders.
  • The largest Nuveen Preferred Securities & Income Opportunities Fund buyer in Q1 2017 was Guggenheim Capital, an estimated $755K added.
  • The largest Nuveen Preferred Securities & Income Opportunities Fund seller in Q1 2017 was Baird Financial Group, an estimated $2.66M sold.

Based on aggregated 13F filings for Q1 2017.