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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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54 hedge funds and large institutions have $73.4M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2017 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 16 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

23% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 13

18% more capital invested

Capital invested by funds: $62.4M → $73.4M (+$11M)

15% more funds holding

Funds holding: 47 → 54 (+7)

1.9% more ownership

Funds ownership: 10.89% → 12.79% (+1.9%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
54
Holders Change
+7
Holders Change %
+14.89%
% of All Funds
1.22%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
16
Reduced
13
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CRC
Curi RMB Capital
Illinois
+$3.88M
2
Ameriprise
Ameriprise
Minnesota
+$2.53M
3
AG
Advisor Group
Arizona
+$2.27M
4
RA
RFG Advisory
Alabama
+$1.56M
5
CAN
Cetera Advisor Networks
California
+$1.17M

Top Sellers

1
RCM
Robinson Capital Management
Michigan
-$1.11M
2
PAG
Private Advisor Group
New Jersey
-$422K
3
Millennium Management
Millennium Management
New York
-$350K
4
DA
Doliver Advisors
Texas
-$237K
5
BTS
BB&T Securities
Virginia
-$227K
Name Holding Trade Value Shares
Change 		Change in
Stake
Cohen & Steers
1
Cohen & Steers
New York
$7.56M +$122K +4,868 +2%
Invesco
2
Invesco
Georgia
$6.59M +$124K +4,926 +2%
Morgan Stanley
3
Morgan Stanley
New York
$5.93M +$656K +26,090 +12%
Bessemer Group
4
Bessemer Group
New Jersey
$5.12M -$38.3K -1,523 -0.7%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.78M +$1.14M +45,260 +31%
CRC
6
Curi RMB Capital
Illinois
$3.82M +$3.88M +154,223 New
Ameriprise
7
Ameriprise
Minnesota
$3.02M +$2.53M +100,678 +470%
IAM
8
ICM Asset Management
Washington
$2.96M +$130K +5,150 +4%
Wells Fargo
9
Wells Fargo
California
$2.56M -$197K -7,814 -7%
BTS
10
BB&T Securities
Virginia
$2.44M -$227K -9,007 -8%
AG
11
Advisor Group
Arizona
$2.37M +$2.27M +90,424 +1,704%
UBS Group
12
UBS Group
Switzerland
$2.24M +$403K +16,037 +22%
Bank of America
13
Bank of America
North Carolina
$2.09M -$119K -4,713 -5%
PPA
14
Parametric Portfolio Associates
Washington
$1.84M +$321K +12,766 +21%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$1.71M +$86.2K +3,429 +5%
RJA
16
Raymond James & Associates
Florida
$1.56M -$20.6K -820 -1%
RA
17
RFG Advisory
Alabama
$1.54M +$1.56M +62,155 New
WWMSC
18
Wagner Wealth Management (South Carolina)
South Carolina
$1.52M +$1.55M +61,638 New
CB
19
Commerce Bank
Missouri
$1.41M +$302K +12,000 +27%
GC
20
Guggenheim Capital
Illinois
$1.39M +$135K +5,351 +11%
TFS
21
TrustCore Financial Services
Tennessee
$1.39M – – –
RCM
22
Robinson Capital Management
Michigan
$1.2M -$1.11M -44,185 -48%
CAN
23
Cetera Advisor Networks
California
$1.15M +$1.17M +46,376 New
IA
24
IFP Advisors
Florida
$1.01M -$103K -4,098 -9%
SIA
25
Sit Investment Associates
Minnesota
$812K – – –
1
2 3

JPI Hedge Fund Activity: Q4 2017 in Review

54 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred Securities & Income Opportunities Fund (JPI) for Q4 2017, worth a combined $73.4M — up 18% from $62.4M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new JPI positions and 7 closed out — a net gain of 8 holders — while 16 added to existing stakes and 13 trimmed.

The largest buyer was Curi RMB Capital, opening a new position worth an estimated $3.88M. The largest seller was Robinson Capital Management, cutting an estimated $1.11M.

  • 54 institutional investors held Nuveen Preferred Securities & Income Opportunities Fund (JPI) as of Q4 2017, up from 47 in Q3 2017.
  • Funds reported $73.4M of Nuveen Preferred Securities & Income Opportunities Fund stock for Q4 2017, up 18% quarter-over-quarter.
  • 15 funds opened new Nuveen Preferred Securities & Income Opportunities Fund positions in Q4 2017 and 7 closed out, a net change of +8 holders.
  • The largest Nuveen Preferred Securities & Income Opportunities Fund buyer in Q4 2017 was Curi RMB Capital, an estimated $3.88M added.
  • The largest Nuveen Preferred Securities & Income Opportunities Fund seller in Q4 2017 was Robinson Capital Management, an estimated $1.11M sold.

Based on aggregated 13F filings for Q4 2017.