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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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61 hedge funds and large institutions have $95.5M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2019 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 17 increasing their positions, 13 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 8

31% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 13

20% more funds holding

Funds holding: 51 → 61 (+10)

2% more capital invested

Capital invested by funds: $93.8M → $95.5M (+$1.71M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.7% less ownership

Funds ownership: 20.22% → 18.52% (-1.7%)

Holders
61
Holders Change
+10
Holders Change %
+19.61%
% of All Funds
1.32%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
19
Increased
17
Reduced
13
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$1.44M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$779K
3
CA
Cornerstone Advisory
Maryland
+$692K
4
RJA
Raymond James & Associates
Florida
+$532K
5
PAIM
Punch & Associates Investment Management
Minnesota
+$478K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$8.85M
2
RCM
Rivernorth Capital Management
Florida
-$2.96M
3
WAM
Weiss Asset Management
Massachusetts
-$602K
4
Invesco
Invesco
Georgia
-$415K
5
Bank of America
Bank of America
North Carolina
-$399K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$17.8M -$8.85M -402,293 -34%
CA
2
Cornerstone Advisory
Maryland
$12.8M +$692K +31,468 +6%
PAIM
3
Punch & Associates Investment Management
Minnesota
$7.86M +$478K +21,749 +7%
Cohen & Steers
4
Cohen & Steers
New York
$7.8M +$136K +6,198 +2%
Ameriprise
5
Ameriprise
Minnesota
$6.06M +$49.2K +2,238 +0.8%
Invesco
6
Invesco
Georgia
$6.04M -$415K -18,895 -7%
Wells Fargo
7
Wells Fargo
California
$4.63M +$1.44M +65,429 +47%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$4.3M +$779K +35,444 +23%
RJA
9
Raymond James & Associates
Florida
$3.29M +$532K +24,178 +20%
IWM
10
IHT Wealth Management
Illinois
$2.5M +$146K +6,635 +6%
UBS Group
11
UBS Group
Switzerland
$2.26M -$54.2K -2,464 -2%
BTS
12
BB&T Securities
Virginia
$2.11M +$85.5K +3,890 +4%
AG
13
Advisor Group
Arizona
$2.03M -$287K -13,066 -13%
CAN
14
Cetera Advisor Networks
California
$1.77M +$134K +6,108 +8%
CRC
15
Curi RMB Capital
Illinois
$1.52M -$114K -5,204 -7%
Bank of America
16
Bank of America
North Carolina
$1.36M -$399K -18,150 -23%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$1.03M -$72.2K -3,285 -7%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$1.01M +$127K +5,782 +15%
EGA
19
E&G Advisors
Texas
$980K -$55K -2,500 -5%
RA
20
RFG Advisory
Alabama
$800K -$109K -4,975 -12%
MAFM
21
Mid Atlantic Financial Management
Pennsylvania
$789K +$37.4K +1,700 +5%
TFS
22
TrustCore Financial Services
Tennessee
$673K – – –
LPL Financial
23
LPL Financial
California
$612K +$50.2K +2,281 +9%
SPC
24
Sigma Planning Corp
Michigan
$573K – – –
GC
25
Guggenheim Capital
Illinois
$459K -$14.3K -650 -3%
1
2 3

JPI Hedge Fund Activity: Q1 2019 in Review

61 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred Securities & Income Opportunities Fund (JPI) for Q1 2019, worth a combined $95.5M — up 1.8% from $93.8M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new JPI positions and 8 closed out — a net gain of 11 holders — while 17 added to existing stakes and 13 trimmed.

The largest buyer was Wells Fargo, adding an estimated $1.44M. The largest seller was Morgan Stanley, cutting an estimated $8.85M.

  • 61 institutional investors held Nuveen Preferred Securities & Income Opportunities Fund (JPI) as of Q1 2019, up from 51 in Q4 2018.
  • Funds reported $95.5M of Nuveen Preferred Securities & Income Opportunities Fund stock for Q1 2019, up 1.8% quarter-over-quarter.
  • 19 funds opened new Nuveen Preferred Securities & Income Opportunities Fund positions in Q1 2019 and 8 closed out, a net change of +11 holders.
  • The largest Nuveen Preferred Securities & Income Opportunities Fund buyer in Q1 2019 was Wells Fargo, an estimated $1.44M added.
  • The largest Nuveen Preferred Securities & Income Opportunities Fund seller in Q1 2019 was Morgan Stanley, an estimated $8.85M sold.

Based on aggregated 13F filings for Q1 2019.