Nuveen Preferred Securities & Income Opportunities Fund
JPI
JPI was delisted on the 19th of September, 2025.
59 hedge funds and large institutions have $95.4M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2019 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 19 reducing their positions, and 12 closing their positions.
16% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 19
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.88% less ownership
Funds ownership: 17.12% → 16.24% (-0.88%)
1% less capital invested
Capital invested by funds: $96.4M → $95.4M (-$954K)
6% less funds holding
Funds holding: 63 → 59 (-4)
17% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Truist Financial
Charlotte,
North Carolina
|
+$3.02M |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$847K |
| 3 |
Invesco
Atlanta,
Georgia
|
+$816K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$698K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$629K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
-$5.48M |
| 2 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$1.2M |
| 3 |
CA
Cornerstone Advisory
Hunt Valley,
Maryland
|
-$838K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$534K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$469K |
JPI Hedge Fund Activity: Q4 2019 in Review
59 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred Securities & Income Opportunities Fund (JPI) for Q4 2019, worth a combined $95.4M — down 0.99% from $96.4M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of JPI and 10 opened new positions — a net loss of 2 holders — while 19 trimmed existing stakes and 22 added.
The largest buyer was Truist Financial, opening a new position worth an estimated $3.02M. The largest seller was Punch & Associates Investment Management, cutting an estimated $5.48M.
- 59 institutional investors held Nuveen Preferred Securities & Income Opportunities Fund (JPI) as of Q4 2019, down from 63 in Q3 2019.
- Funds reported $95.4M of Nuveen Preferred Securities & Income Opportunities Fund stock for Q4 2019, down 0.99% quarter-over-quarter.
- 10 funds opened new Nuveen Preferred Securities & Income Opportunities Fund positions in Q4 2019 and 12 closed out, a net change of -2 holders.
- The largest Nuveen Preferred Securities & Income Opportunities Fund buyer in Q4 2019 was Truist Financial, an estimated $3.02M added.
- The largest Nuveen Preferred Securities & Income Opportunities Fund seller in Q4 2019 was Punch & Associates Investment Management, an estimated $5.48M sold.
Based on aggregated 13F filings for Q4 2019.