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JPI

Nuveen Preferred Securities & Income Opportunities Fund

Delisted

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

50 hedge funds and large institutions have $80.8M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2018 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more capital invested

Capital invested by funds: $73.7M → $80.8M (+$7.06M)

1.68% more ownership

Funds ownership: 13.42%15.11% (+1.7%)

9% less funds holding

Funds holding: 5550 (-5)

12% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 17

40% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 10

Holders
50
Holders Change
-5
Holders Change %
-9.09%
% of All Funds
1.14%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
15
Reduced
17
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$8.45M +$1.78M +74,995 +26%
Morgan Stanley
2
Morgan Stanley
New York
$7.53M +$1.14M +48,275 +17%
Cohen & Steers
3
Cohen & Steers
New York
$7.15M +$93.3K +3,938 +1%
CA
4
Cornerstone Advisory
Maryland
$5.85M +$5.76M +243,018 +2,430%
Ameriprise
5
Ameriprise
Minnesota
$5.54M +$607K +25,612 +12%
Bessemer Group
6
Bessemer Group
New Jersey
$4.78M
Wells Fargo
7
Wells Fargo
California
$3.92M +$776K +32,728 +24%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$3.54M -$1.9M -80,003 -34%
PAIM
9
Punch & Associates Investment Management
Minnesota
$3.43M +$1.11M +46,897 +46%
RJA
10
Raymond James & Associates
Florida
$3.29M +$1.9M +80,198 +129%
CRC
11
Curi RMB Capital
Illinois
$3.12M -$213K -8,997 -6%
BTS
12
BB&T Securities
Virginia
$2.29M -$62.8K -2,651 -3%
AG
13
Advisor Group
Arizona
$2.14M -$40.4K -1,703 -2%
UBS Group
14
UBS Group
Switzerland
$2.04M -$4.24K -179 -0.2%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$1.75M +$198K +8,363 +12%
PPA
16
Parametric Portfolio Associates
Washington
$1.74M -$75.7K -3,192 -4%
Bank of America
17
Bank of America
North Carolina
$1.73M -$88.6K -3,737 -5%
WWMSC
18
Wagner Wealth Management (South Carolina)
South Carolina
$1.36M -$23.9K -1,007 -2%
CAN
19
Cetera Advisor Networks
California
$1.32M +$1.35M +56,842 New
TFS
20
TrustCore Financial Services
Tennessee
$1.2M
RA
21
RFG Advisory
Alabama
$1.14M -$245K -10,350 -17%
IA
22
IFP Advisors
Florida
$922K -$24.4K -1,029 -3%
IAM
23
ICM Asset Management
Washington
$830K
LPL Financial
24
LPL Financial
California
$810K -$212K -8,943 -20%
EGA
25
E&G Advisors
Texas
$789K +$249K +10,500 +44%

JPI Hedge Fund Activity: Q2 2018 in Review

50 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred Securities & Income Opportunities Fund (JPI) for Q2 2018, worth a combined $80.8M — up 9.6% from $73.7M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of JPI and 6 opened new positions — a net loss of 4 holders — while 17 trimmed existing stakes and 15 added.

The largest buyer was Cornerstone Advisory, adding an estimated $5.76M. The largest seller was Royal Bank of Canada, cutting an estimated $1.9M.

  • 50 institutional investors held Nuveen Preferred Securities & Income Opportunities Fund (JPI) as of Q2 2018, down from 55 in Q1 2018.
  • Funds reported $80.8M of Nuveen Preferred Securities & Income Opportunities Fund stock for Q2 2018, up 9.6% quarter-over-quarter.
  • 6 funds opened new Nuveen Preferred Securities & Income Opportunities Fund positions in Q2 2018 and 10 closed out, a net change of -4 holders.
  • The largest Nuveen Preferred Securities & Income Opportunities Fund buyer in Q2 2018 was Cornerstone Advisory, an estimated $5.76M added.
  • The largest Nuveen Preferred Securities & Income Opportunities Fund seller in Q2 2018 was Royal Bank of Canada, an estimated $1.9M sold.

Based on aggregated 13F filings for Q2 2018.