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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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47 hedge funds and large institutions have $62.4M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2017 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 19 increasing their positions, 14 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 14

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.54% less ownership

Funds ownership: 11.44% → 10.89% (-0.54%)

3% less capital invested

Capital invested by funds: $64M → $62.4M (-$1.6M)

18% less funds holding

Funds holding: 57 → 47 (-10)

75% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 12

Holders
47
Holders Change
-10
Holders Change %
-17.54%
% of All Funds
1.17%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
3
Increased
19
Reduced
14
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PPA
Parametric Portfolio Associates
Washington
+$1.54M
2
RCM
Robinson Capital Management
Michigan
+$1.24M
3
Morgan Stanley
Morgan Stanley
New York
+$964K
4
SIA
Sit Investment Associates
Minnesota
+$818K
5
JWM
Jacobus Wealth Management
Wisconsin
+$594K

Top Sellers

1
NPC
National Planning Corporation
California
-$2.78M
2
Bessemer Group
Bessemer Group
New Jersey
-$2.47M
3
CRC
Curi RMB Capital
Illinois
-$1.49M
4
CB
Commerce Bank
Missouri
-$622K
5
SFS
Shaker Financial Services
Virginia
-$517K
Name Holding Trade Value Shares
Change 		Change in
Stake
Cohen & Steers
1
Cohen & Steers
New York
$7.56M +$91.8K +3,684 +1%
Invesco
2
Invesco
Georgia
$6.58M +$481K +19,316 +8%
Morgan Stanley
3
Morgan Stanley
New York
$5.38M +$964K +38,690 +22%
Bessemer Group
4
Bessemer Group
New Jersey
$5.25M -$2.47M -99,000 -32%
JWM
5
Jacobus Wealth Management
Wisconsin
$3.9M +$594K +23,817 +18%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$3.72M +$561K +22,520 +18%
IAM
7
ICM Asset Management
Washington
$2.88M -$234K -9,385 -8%
Wells Fargo
8
Wells Fargo
California
$2.79M +$462K +18,551 +20%
BTS
9
BB&T Securities
Virginia
$2.71M -$383K -15,358 -13%
RCM
10
Robinson Capital Management
Michigan
$2.33M +$1.24M +49,600 +116%
Bank of America
11
Bank of America
North Carolina
$2.24M -$26.2K -1,053 -1%
UBS Group
12
UBS Group
Switzerland
$1.88M +$452K +18,154 +32%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$1.66M +$117K +4,689 +8%
RJA
14
Raymond James & Associates
Florida
$1.61M -$30.9K -1,240 -2%
PPA
15
Parametric Portfolio Associates
Washington
$1.55M +$1.54M +61,714 New
GC
16
Guggenheim Capital
Illinois
$1.28M +$191K +7,647 +18%
IA
17
IFP Advisors
Florida
$1.13M +$68.7K +2,755 +7%
CB
18
Commerce Bank
Missouri
$1.13M -$622K -24,945 -36%
SIA
19
Sit Investment Associates
Minnesota
$826K +$818K +32,807 New
PAG
20
Private Advisor Group
New Jersey
$651K +$250K +10,029 +64%
SPC
21
Sigma Planning Corp
Michigan
$642K +$10.1K +405 +2%
IH
22
IFC Holdings
Florida
$634K +$19.9K +800 +3%
EGA
23
E&G Advisors
Texas
$630K – – –
Ameriprise
24
Ameriprise
Minnesota
$539K +$108K +4,336 +25%
SFS
25
Shaker Financial Services
Virginia
$474K -$517K -20,745 -52%
1
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JPI Hedge Fund Activity: Q3 2017 in Review

47 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred Securities & Income Opportunities Fund (JPI) for Q3 2017, worth a combined $62.4M — down 2.5% from $64M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of JPI and 3 opened new positions — a net loss of 9 holders — while 14 trimmed existing stakes and 19 added.

The largest buyer was Parametric Portfolio Associates, opening a new position worth an estimated $1.54M. The largest seller was National Planning Corporation, exiting entirely with an estimated $2.78M sold.

  • 47 institutional investors held Nuveen Preferred Securities & Income Opportunities Fund (JPI) as of Q3 2017, down from 57 in Q2 2017.
  • Funds reported $62.4M of Nuveen Preferred Securities & Income Opportunities Fund stock for Q3 2017, down 2.5% quarter-over-quarter.
  • 3 funds opened new Nuveen Preferred Securities & Income Opportunities Fund positions in Q3 2017 and 12 closed out, a net change of -9 holders.
  • The largest Nuveen Preferred Securities & Income Opportunities Fund buyer in Q3 2017 was Parametric Portfolio Associates, an estimated $1.54M added.
  • The largest Nuveen Preferred Securities & Income Opportunities Fund seller in Q3 2017 was National Planning Corporation, an estimated $2.78M sold.

Based on aggregated 13F filings for Q3 2017.