Nuveen Preferred Securities & Income Opportunities Fund
JPI
JPI was delisted on the 19th of September, 2025.
63 hedge funds and large institutions have $80.1M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2020 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 20 increasing their positions, 15 reducing their positions, and 4 closing their positions.
225% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 4
33% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 15
17% more funds holding
Funds holding: 54 → 63 (+9)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.23% less ownership
Funds ownership: 17.25% → 16.02% (-1.2%)
10% less capital invested
Capital invested by funds: $88.8M → $80.1M (-$8.67M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$2.33M |
| 2 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
+$1.51M |
| 3 |
Morgan Stanley
New York
|
+$1.01M |
| 4 |
CPIG
Chicago Partners Investment Group
Chicago,
Illinois
|
+$428K |
| 5 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$337K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$6.93M |
| 2 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
-$1.9M |
| 3 |
CA
Cornerstone Advisory
Hunt Valley,
Maryland
|
-$1.74M |
| 4 |
CA
Cetera Advisors
Denver,
Colorado
|
-$914K |
| 5 |
Invesco
Atlanta,
Georgia
|
-$882K |
JPI Hedge Fund Activity: Q3 2020 in Review
63 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred Securities & Income Opportunities Fund (JPI) for Q3 2020, worth a combined $80.1M — down 9.8% from $88.8M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new JPI positions and 4 closed out — a net gain of 9 holders — while 20 added to existing stakes and 15 trimmed.
The largest buyer was Sit Investment Associates, adding an estimated $2.33M. The largest seller was Ameriprise, cutting an estimated $6.93M.
- 63 institutional investors held Nuveen Preferred Securities & Income Opportunities Fund (JPI) as of Q3 2020, up from 54 in Q2 2020.
- Funds reported $80.1M of Nuveen Preferred Securities & Income Opportunities Fund stock for Q3 2020, down 9.8% quarter-over-quarter.
- 13 funds opened new Nuveen Preferred Securities & Income Opportunities Fund positions in Q3 2020 and 4 closed out, a net change of +9 holders.
- The largest Nuveen Preferred Securities & Income Opportunities Fund buyer in Q3 2020 was Sit Investment Associates, an estimated $2.33M added.
- The largest Nuveen Preferred Securities & Income Opportunities Fund seller in Q3 2020 was Ameriprise, an estimated $6.93M sold.
Based on aggregated 13F filings for Q3 2020.