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JPI

Nuveen Preferred Securities & Income Opportunities Fund

Delisted

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

55 hedge funds and large institutions have $73.7M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2018 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 13 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

2% more funds holding

Funds holding: 5455 (+1)

0.63% more ownership

Funds ownership: 12.79%13.42% (+0.63%)

0% more capital invested

Capital invested by funds: $73.4M → $73.7M (+$272K)

24% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 17

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
55
Holders Change
+1
Holders Change %
+1.85%
% of All Funds
1.26%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
12
Increased
13
Reduced
17
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cohen & Steers
1
Cohen & Steers
New York
$7.24M
Invesco
2
Invesco
Georgia
$6.88M +$580K +24,255 +9%
Morgan Stanley
3
Morgan Stanley
New York
$6.57M +$898K +37,556 +16%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$5.52M +$955K +39,952 +21%
Ameriprise
5
Ameriprise
Minnesota
$5.07M +$2.19M +91,723 +75%
Bessemer Group
6
Bessemer Group
New Jersey
$4.9M
CRC
7
Curi RMB Capital
Illinois
$3.41M -$252K -10,533 -7%
Wells Fargo
8
Wells Fargo
California
$3.24M +$804K +33,622 +33%
BTS
9
BB&T Securities
Virginia
$2.4M +$72.4K +3,031 +3%
PAIM
10
Punch & Associates Investment Management
Minnesota
$2.4M +$2.42M +101,415 New
AG
11
Advisor Group
Arizona
$2.23M -$40.1K -1,677 -2%
UBS Group
12
UBS Group
Switzerland
$2.1M -$47.2K -1,975 -2%
Bank of America
13
Bank of America
North Carolina
$1.86M -$139K -5,813 -7%
PPA
14
Parametric Portfolio Associates
Washington
$1.86M +$94.6K +3,960 +5%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$1.59M -$49.9K -2,087 -3%
RJA
16
Raymond James & Associates
Florida
$1.47M -$27.5K -1,149 -2%
RA
17
RFG Advisory
Alabama
$1.42M -$55.6K -2,325 -4%
WWMSC
18
Wagner Wealth Management (South Carolina)
South Carolina
$1.42M -$46.5K -1,945 -3%
TFS
19
TrustCore Financial Services
Tennessee
$1.21M
GC
20
Guggenheim Capital
Illinois
$1.21M -$130K -5,443 -10%
LPL Financial
21
LPL Financial
California
$1.04M +$795K +33,263 +310%
IA
22
IFP Advisors
Florida
$1.01M
RCM
23
Rivernorth Capital Management
Florida
$890K +$898K +37,556 New
IAM
24
ICM Asset Management
Washington
$851K -$2M -83,775 -70%
SPC
25
Sigma Planning Corp
Michigan
$605K

JPI Hedge Fund Activity: Q1 2018 in Review

55 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred Securities & Income Opportunities Fund (JPI) for Q1 2018, worth a combined $73.7M — up 0.37% from $73.4M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new JPI positions and 10 closed out — a net gain of 2 holders — while 13 added to existing stakes and 17 trimmed.

The largest buyer was Punch & Associates Investment Management, opening a new position worth an estimated $2.42M. The largest seller was ICM Asset Management, cutting an estimated $2M.

  • 55 institutional investors held Nuveen Preferred Securities & Income Opportunities Fund (JPI) as of Q1 2018, up from 54 in Q4 2017.
  • Funds reported $73.7M of Nuveen Preferred Securities & Income Opportunities Fund stock for Q1 2018, up 0.37% quarter-over-quarter.
  • 12 funds opened new Nuveen Preferred Securities & Income Opportunities Fund positions in Q1 2018 and 10 closed out, a net change of +2 holders.
  • The largest Nuveen Preferred Securities & Income Opportunities Fund buyer in Q1 2018 was Punch & Associates Investment Management, an estimated $2.42M added.
  • The largest Nuveen Preferred Securities & Income Opportunities Fund seller in Q1 2018 was ICM Asset Management, an estimated $2M sold.

Based on aggregated 13F filings for Q1 2018.