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JPI

Nuveen Preferred Securities & Income Opportunities Fund

Delisted

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

54 hedge funds and large institutions have $88.8M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2020 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 16 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more capital invested

Capital invested by funds: $70.9M → $88.8M (+$17.9M)

19% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 16

0.11% more ownership

Funds ownership: 17.13%17.25% (+0.11%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less funds holding

Funds holding: 5854 (-4)

33% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 12

Holders
54
Holders Change
-4
Holders Change %
-6.9%
% of All Funds
1.11%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
19
Reduced
16
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
1
Cornerstone Advisory
Maryland
$14.8M +$1.42M +69,956 +12%
Ameriprise
2
Ameriprise
Minnesota
$7.43M +$34.5K +1,696 +0.5%
Morgan Stanley
3
Morgan Stanley
New York
$7.03M +$122K +5,980 +2%
Cohen & Steers
4
Cohen & Steers
New York
$6.96M +$89.4K +4,399 +1%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$6.73M -$16.7K -823 -0.3%
PAIM
6
Punch & Associates Investment Management
Minnesota
$6.06M +$926K +45,538 +21%
Invesco
7
Invesco
Georgia
$6.04M -$509K -25,045 -9%
Wells Fargo
8
Wells Fargo
California
$4.73M -$145K -7,144 -3%
RJA
9
Raymond James & Associates
Florida
$4.48M +$549K +26,987 +16%
Truist Financial
10
Truist Financial
North Carolina
$2.35M -$44.9K -2,207 -2%
UBS Group
11
UBS Group
Switzerland
$2.32M -$580K -28,524 -22%
Baird Financial Group
12
Baird Financial Group
Wisconsin
$1.49M +$27.9K +1,370 +2%
CPIG
13
Chicago Partners Investment Group
Illinois
$1.43M +$18K +883 +1%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$1.31M +$189K +9,276 +19%
CAN
15
Cetera Advisor Networks
California
$1.26M +$31.8K +1,566 +3%
IWM
16
IHT Wealth Management
Illinois
$1.25M -$1.39M -68,458 -55%
EGA
17
E&G Advisors
Texas
$1.2M +$22.4K +1,100 +2%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$1.04M -$51.3K -2,525 -5%
SIA
19
Sit Investment Associates
Minnesota
$983K +$882K +43,393 New
Bank of America
20
Bank of America
North Carolina
$922K -$22.3K -1,096 -3%
CA
21
Cetera Advisors
Colorado
$914K -$11.1K -547 -1%
Thrivent Financial for Lutherans
22
Thrivent Financial for Lutherans
Minnesota
$866K +$778K +38,254 New
TC
23
Telemus Capital
Michigan
$860K +$813K +40,000 New
LPL Financial
24
LPL Financial
California
$793K +$45.7K +2,246 +7%
CRC
25
Curi RMB Capital
Illinois
$757K -$175K -8,625 -21%

JPI Hedge Fund Activity: Q2 2020 in Review

54 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred Securities & Income Opportunities Fund (JPI) for Q2 2020, worth a combined $88.8M — up 25% from $70.9M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of JPI and 8 opened new positions — a net loss of 4 holders — while 16 trimmed existing stakes and 19 added.

The largest buyer was Cornerstone Advisory, adding an estimated $1.42M. The largest seller was IHT Wealth Management, cutting an estimated $1.39M.

  • 54 institutional investors held Nuveen Preferred Securities & Income Opportunities Fund (JPI) as of Q2 2020, down from 58 in Q1 2020.
  • Funds reported $88.8M of Nuveen Preferred Securities & Income Opportunities Fund stock for Q2 2020, up 25% quarter-over-quarter.
  • 8 funds opened new Nuveen Preferred Securities & Income Opportunities Fund positions in Q2 2020 and 12 closed out, a net change of -4 holders.
  • The largest Nuveen Preferred Securities & Income Opportunities Fund buyer in Q2 2020 was Cornerstone Advisory, an estimated $1.42M added.
  • The largest Nuveen Preferred Securities & Income Opportunities Fund seller in Q2 2020 was IHT Wealth Management, an estimated $1.39M sold.

Based on aggregated 13F filings for Q2 2020.