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 $70.9M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2020 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 14 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 14

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

0.89% more ownership

Funds ownership: 16.24%17.13% (+0.89%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less funds holding

Funds holding: 5958 (-1)

26% less capital invested

Capital invested by funds: $95.4M → $70.9M (-$24.5M)

Holders
58
Holders Change
-1
Holders Change %
-1.69%
% of All Funds
1.28%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
21
Reduced
14
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
1
Cornerstone Advisory
Maryland
$10.6M +$1.09M +46,163 +9%
Ameriprise
2
Ameriprise
Minnesota
$5.65M +$1.41M +59,815 +22%
Morgan Stanley
3
Morgan Stanley
New York
$5.54M -$368K -15,598 -5%
Cohen & Steers
4
Cohen & Steers
New York
$5.52M -$1.27M -53,683 -15%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$5.42M +$258K +10,946 +4%
Invesco
6
Invesco
Georgia
$5.31M +$552K +23,431 +9%
PAIM
7
Punch & Associates Investment Management
Minnesota
$4.04M +$3.42M +145,098 +189%
Wells Fargo
8
Wells Fargo
California
$3.93M +$208K +8,805 +4%
RJA
9
Raymond James & Associates
Florida
$3.11M -$593K -25,154 -13%
UBS Group
10
UBS Group
Switzerland
$2.38M -$120K -5,111 -4%
IWM
11
IHT Wealth Management
Illinois
$2.25M -$65.7K -2,786 -2%
Truist Financial
12
Truist Financial
North Carolina
$1.93M -$342K -14,497 -12%
CPIG
13
Chicago Partners Investment Group
Illinois
$1.29M +$531K +22,519 +54%
Baird Financial Group
14
Baird Financial Group
Wisconsin
$1.17M +$1.2M +50,919 +376%
CAN
15
Cetera Advisor Networks
California
$982K -$794K -33,668 -38%
EGA
16
E&G Advisors
Texas
$941K
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$886K -$275K -11,680 -19%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$883K +$76.3K +3,237 +7%
22CM
19
20/20 Capital Management
California
$788K -$27.7K -1,174 -3%
CRC
20
Curi RMB Capital
Illinois
$766K -$133K -5,625 -12%
Bank of America
21
Bank of America
North Carolina
$761K -$378K -16,035 -28%
CA
22
Cetera Advisors
Colorado
$745K +$498K +21,126 +107%
LCM
23
Landscape Capital Management
New Jersey
$629K +$815K +34,553 New
LPL Financial
24
LPL Financial
California
$596K +$253K +10,728 +49%
ACM
25
Arlington Capital Management
Illinois
$510K +$362K +15,341 +121%

JPI Hedge Fund Activity: Q1 2020 in Review

58 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred Securities & Income Opportunities Fund (JPI) for Q1 2020, worth a combined $70.9M — down 26% from $95.4M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new JPI positions and 10 closed out — a net gain of 1 holder — while 21 added to existing stakes and 14 trimmed.

The largest buyer was Punch & Associates Investment Management, adding an estimated $3.42M. The largest seller was Cohen & Steers, cutting an estimated $1.27M.

  • 58 institutional investors held Nuveen Preferred Securities & Income Opportunities Fund (JPI) as of Q1 2020, down from 59 in Q4 2019.
  • Funds reported $70.9M of Nuveen Preferred Securities & Income Opportunities Fund stock for Q1 2020, down 26% quarter-over-quarter.
  • 11 funds opened new Nuveen Preferred Securities & Income Opportunities Fund positions in Q1 2020 and 10 closed out, a net change of +1 holder.
  • The largest Nuveen Preferred Securities & Income Opportunities Fund buyer in Q1 2020 was Punch & Associates Investment Management, an estimated $3.42M added.
  • The largest Nuveen Preferred Securities & Income Opportunities Fund seller in Q1 2020 was Cohen & Steers, an estimated $1.27M sold.

Based on aggregated 13F filings for Q1 2020.