We are live on ! Find out more
JPI

Nuveen Preferred Securities & Income Opportunities Fund

Delisted

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

58 hedge funds and large institutions have $94.2M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2019 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 21 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 17

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $95.5M → $94.2M (-$1.32M)

1.18% less ownership

Funds ownership: 18.52%17.34% (-1.2%)

5% less funds holding

Funds holding: 6158 (-3)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

Holders
58
Holders Change
-3
Holders Change %
-4.92%
% of All Funds
1.26%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
21
Reduced
17
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
1
Cornerstone Advisory
Maryland
$13.4M -$89.4K -3,847 -0.7%
Morgan Stanley
2
Morgan Stanley
New York
$10.2M -$8.42M -362,531 -46%
Cohen & Steers
3
Cohen & Steers
New York
$8.65M +$426K +18,331 +5%
PAIM
4
Punch & Associates Investment Management
Minnesota
$8.34M +$52.4K +2,257 +0.6%
Invesco
5
Invesco
Georgia
$6.61M +$240K +10,329 +4%
Ameriprise
6
Ameriprise
Minnesota
$6.03M -$349K -15,012 -6%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$5.54M +$985K +42,386 +22%
Wells Fargo
8
Wells Fargo
California
$4.55M -$313K -13,480 -7%
RJA
9
Raymond James & Associates
Florida
$4.14M +$665K +28,615 +20%
IWM
10
IHT Wealth Management
Illinois
$2.73M +$92K +3,958 +4%
BTS
11
BB&T Securities
Virginia
$2.66M +$424K +18,238 +19%
UBS Group
12
UBS Group
Switzerland
$2.49M +$108K +4,655 +5%
CAN
13
Cetera Advisor Networks
California
$1.94M +$72.1K +3,102 +4%
Bank of America
14
Bank of America
North Carolina
$1.36M -$71.3K -3,069 -5%
CRC
15
Curi RMB Capital
Illinois
$1.27M -$326K -14,045 -21%
EGA
16
E&G Advisors
Texas
$1.17M +$132K +5,675 +13%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$1.11M +$27K +1,163 +3%
SIA
18
Sit Investment Associates
Minnesota
$955K +$710K +30,548 +312%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$942K -$122K -5,259 -12%
AG
20
Advisor Group
Arizona
$860K -$1.25M -53,822 -60%
MAFM
21
Mid Atlantic Financial Management
Pennsylvania
$814K -$17.1K -735 -2%
RA
22
RFG Advisory
Alabama
$773K -$70.7K -3,045 -9%
TFS
23
TrustCore Financial Services
Tennessee
$716K
LPL Financial
24
LPL Financial
California
$639K -$5.6K -241 -0.9%
PPA
25
Parametric Portfolio Associates
Washington
$622K +$173K +7,450 +40%

JPI Hedge Fund Activity: Q2 2019 in Review

58 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred Securities & Income Opportunities Fund (JPI) for Q2 2019, worth a combined $94.2M — down 1.4% from $95.5M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of JPI and 5 opened new positions — a net loss of 1 holder — while 17 trimmed existing stakes and 21 added.

The largest buyer was Royal Bank of Canada, adding an estimated $985K. The largest seller was Morgan Stanley, cutting an estimated $8.42M.

  • 58 institutional investors held Nuveen Preferred Securities & Income Opportunities Fund (JPI) as of Q2 2019, down from 61 in Q1 2019.
  • Funds reported $94.2M of Nuveen Preferred Securities & Income Opportunities Fund stock for Q2 2019, down 1.4% quarter-over-quarter.
  • 5 funds opened new Nuveen Preferred Securities & Income Opportunities Fund positions in Q2 2019 and 6 closed out, a net change of -1 holder.
  • The largest Nuveen Preferred Securities & Income Opportunities Fund buyer in Q2 2019 was Royal Bank of Canada, an estimated $985K added.
  • The largest Nuveen Preferred Securities & Income Opportunities Fund seller in Q2 2019 was Morgan Stanley, an estimated $8.42M sold.

Based on aggregated 13F filings for Q2 2019.