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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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63 hedge funds and large institutions have $96.4M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2019 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 28 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

100% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 14

9% more funds holding

Funds holding: 58 → 63 (+5)

2% more capital invested

Capital invested by funds: $94.2M → $96.4M (+$2.18M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.22% less ownership

Funds ownership: 17.34% → 17.12% (-0.22%)

Holders
63
Holders Change
+5
Holders Change %
+8.62%
% of All Funds
1.38%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
28
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$876K
2
TFS
TrustCore Financial Services
Tennessee
+$742K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$677K
4
PPA
Parametric Portfolio Associates
Washington
+$537K
5
Ameriprise
Ameriprise
Minnesota
+$519K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$3.15M
2
PAIM
Punch & Associates Investment Management
Minnesota
-$1.37M
3
Invesco
Invesco
Georgia
-$1.05M
4
SIA
Sit Investment Associates
Minnesota
-$955K
5
MAFM
Mid Atlantic Financial Management
Pennsylvania
-$374K
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1
Cornerstone Advisory
Maryland
$14.1M +$100K +4,151 +0.7%
Cohen & Steers
2
Cohen & Steers
New York
$9.21M +$180K +7,428 +2%
Morgan Stanley
3
Morgan Stanley
New York
$7.41M -$3.15M -130,284 -30%
PAIM
4
Punch & Associates Investment Management
Minnesota
$7.31M -$1.37M -56,555 -16%
Ameriprise
5
Ameriprise
Minnesota
$6.81M +$519K +21,462 +8%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$6.47M +$677K +27,963 +12%
Invesco
7
Invesco
Georgia
$5.83M -$1.05M -43,300 -16%
Wells Fargo
8
Wells Fargo
California
$5.65M +$876K +36,211 +19%
RJA
9
Raymond James & Associates
Florida
$4.7M +$361K +14,926 +9%
IWM
10
IHT Wealth Management
Illinois
$3.11M +$258K +10,646 +9%
BTS
11
BB&T Securities
Virginia
$2.9M +$117K +4,848 +4%
UBS Group
12
UBS Group
Switzerland
$2.67M +$73.2K +3,026 +3%
CAN
13
Cetera Advisor Networks
California
$2.06M +$32.3K +1,335 +2%
Bank of America
14
Bank of America
North Carolina
$1.33M -$84.8K -3,504 -6%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$1.24M +$83.8K +3,461 +7%
EGA
16
E&G Advisors
Texas
$1.24M +$24.2K +1,000 +2%
CRC
17
Curi RMB Capital
Illinois
$1.2M -$117K -4,843 -9%
PPA
18
Parametric Portfolio Associates
Washington
$1.2M +$537K +22,178 +84%
CPIG
19
Chicago Partners Investment Group
Illinois
$927K +$498K +20,568 +128%
Baird Financial Group
20
Baird Financial Group
Wisconsin
$773K -$206K -8,495 -21%
TFS
21
TrustCore Financial Services
Tennessee
$758K +$742K +30,648 New
RA
22
RFG Advisory
Alabama
$687K -$117K -4,815 -15%
SPC
23
Sigma Planning Corp
Michigan
$631K – – –
AG
24
Advisor Group
Arizona
$608K -$283K -11,707 -32%
LPL Financial
25
LPL Financial
California
$578K -$87.5K -3,615 -13%
1
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JPI Hedge Fund Activity: Q3 2019 in Review

63 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred Securities & Income Opportunities Fund (JPI) for Q3 2019, worth a combined $96.4M — up 2.3% from $94.2M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new JPI positions and 4 closed out — a net gain of 5 holders — while 28 added to existing stakes and 14 trimmed.

The largest buyer was Wells Fargo, adding an estimated $876K. The largest seller was Morgan Stanley, cutting an estimated $3.15M.

  • 63 institutional investors held Nuveen Preferred Securities & Income Opportunities Fund (JPI) as of Q3 2019, up from 58 in Q2 2019.
  • Funds reported $96.4M of Nuveen Preferred Securities & Income Opportunities Fund stock for Q3 2019, up 2.3% quarter-over-quarter.
  • 9 funds opened new Nuveen Preferred Securities & Income Opportunities Fund positions in Q3 2019 and 4 closed out, a net change of +5 holders.
  • The largest Nuveen Preferred Securities & Income Opportunities Fund buyer in Q3 2019 was Wells Fargo, an estimated $876K added.
  • The largest Nuveen Preferred Securities & Income Opportunities Fund seller in Q3 2019 was Morgan Stanley, an estimated $3.15M sold.

Based on aggregated 13F filings for Q3 2019.