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JPI

Nuveen Preferred Securities & Income Opportunities Fund

Delisted

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

54 hedge funds and large institutions have $82.8M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2018 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 11

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

8% more funds holding

Funds holding: 5054 (+4)

3% more capital invested

Capital invested by funds: $80.8M → $82.8M (+$2.06M)

0.69% more ownership

Funds ownership: 15.11%15.8% (+0.69%)

Holders
54
Holders Change
+4
Holders Change %
+8%
% of All Funds
1.23%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
24
Reduced
11
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$9.06M +$1.71M +73,706 +23%
CA
2
Cornerstone Advisory
Maryland
$7.77M +$2.07M +89,357 +35%
Invesco
3
Invesco
Georgia
$7.49M -$817K -35,231 -10%
Cohen & Steers
4
Cohen & Steers
New York
$7.13M +$109K +4,684 +2%
Ameriprise
5
Ameriprise
Minnesota
$5.8M +$373K +16,089 +7%
Wells Fargo
6
Wells Fargo
California
$4.03M +$179K +7,734 +5%
Bessemer Group
7
Bessemer Group
New Jersey
$3.87M -$840K -36,200 -18%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$3.51M +$38K +1,638 +1%
PAIM
9
Punch & Associates Investment Management
Minnesota
$3.43M +$65.6K +2,828 +2%
RJA
10
Raymond James & Associates
Florida
$3.31M +$82.5K +3,558 +3%
CRC
11
Curi RMB Capital
Illinois
$3.07M +$17.3K +747 +0.6%
AG
12
Advisor Group
Arizona
$2.53M +$442K +19,037 +21%
UBS Group
13
UBS Group
Switzerland
$2.25M +$249K +10,744 +12%
BTS
14
BB&T Securities
Virginia
$2.13M -$111K -4,773 -5%
Bank of America
15
Bank of America
North Carolina
$1.77M +$73.3K +3,161 +4%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$1.74M +$25.1K +1,082 +1%
CAN
17
Cetera Advisor Networks
California
$1.69M +$409K +17,656 +31%
WWMSC
18
Wagner Wealth Management (South Carolina)
South Carolina
$1.22M -$119K -5,148 -9%
TFS
19
TrustCore Financial Services
Tennessee
$1.2M
RA
20
RFG Advisory
Alabama
$997K -$129K -5,565 -11%
PPA
21
Parametric Portfolio Associates
Washington
$989K -$734K -31,664 -42%
IA
22
IFP Advisors
Florida
$959K +$55.2K +2,379 +6%
EGA
23
E&G Advisors
Texas
$819K +$46.4K +2,000 +6%
IAM
24
ICM Asset Management
Washington
$764K -$52K -2,240 -6%
Baird Financial Group
25
Baird Financial Group
Wisconsin
$748K +$263K +11,332 +51%

JPI Hedge Fund Activity: Q3 2018 in Review

54 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred Securities & Income Opportunities Fund (JPI) for Q3 2018, worth a combined $82.8M — up 2.6% from $80.8M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new JPI positions and 6 closed out — a net gain of 4 holders — while 24 added to existing stakes and 11 trimmed.

The largest buyer was Cornerstone Advisory, adding an estimated $2.07M. The largest seller was Bessemer Group, cutting an estimated $840K.

  • 54 institutional investors held Nuveen Preferred Securities & Income Opportunities Fund (JPI) as of Q3 2018, up from 50 in Q2 2018.
  • Funds reported $82.8M of Nuveen Preferred Securities & Income Opportunities Fund stock for Q3 2018, up 2.6% quarter-over-quarter.
  • 10 funds opened new Nuveen Preferred Securities & Income Opportunities Fund positions in Q3 2018 and 6 closed out, a net change of +4 holders.
  • The largest Nuveen Preferred Securities & Income Opportunities Fund buyer in Q3 2018 was Cornerstone Advisory, an estimated $2.07M added.
  • The largest Nuveen Preferred Securities & Income Opportunities Fund seller in Q3 2018 was Bessemer Group, an estimated $840K sold.

Based on aggregated 13F filings for Q3 2018.