Nuveen Preferred Securities & Income Opportunities Fund
JPI
JPI was delisted on the 19th of September, 2025.
51 hedge funds and large institutions have $93.8M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2018 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 15 increasing their positions, 17 reducing their positions, and 13 closing their positions.
13% more capital invested
Capital invested by funds: $82.8M → $93.8M (+$11M)
4.42% more ownership
Funds ownership: 15.8% → 20.22% (+4.4%)
6% less funds holding
Funds holding: 54 → 51 (-3)
12% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 17
15% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$17M |
| 2 |
CA
Cornerstone Advisory
Hunt Valley,
Maryland
|
+$4.17M |
| 3 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
+$3.78M |
| 4 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$3.11M |
| 5 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
+$2.24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bessemer Group
Woodbridge,
New Jersey
|
-$3.87M |
| 2 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
-$1.34M |
| 3 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$989K |
| 4 |
Invesco
Atlanta,
Georgia
|
-$910K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$790K |
JPI Hedge Fund Activity: Q4 2018 in Review
51 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred Securities & Income Opportunities Fund (JPI) for Q4 2018, worth a combined $93.8M — up 13% from $82.8M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of JPI and 11 opened new positions — a net loss of 2 holders — while 17 trimmed existing stakes and 15 added.
The largest buyer was Morgan Stanley, adding an estimated $17M. The largest seller was Bessemer Group, exiting entirely with an estimated $3.87M sold.
- 51 institutional investors held Nuveen Preferred Securities & Income Opportunities Fund (JPI) as of Q4 2018, down from 54 in Q3 2018.
- Funds reported $93.8M of Nuveen Preferred Securities & Income Opportunities Fund stock for Q4 2018, up 13% quarter-over-quarter.
- 11 funds opened new Nuveen Preferred Securities & Income Opportunities Fund positions in Q4 2018 and 13 closed out, a net change of -2 holders.
- The largest Nuveen Preferred Securities & Income Opportunities Fund buyer in Q4 2018 was Morgan Stanley, an estimated $17M added.
- The largest Nuveen Preferred Securities & Income Opportunities Fund seller in Q4 2018 was Bessemer Group, an estimated $3.87M sold.
Based on aggregated 13F filings for Q4 2018.