Nuveen Preferred Securities & Income Opportunities Fund
JPI
JPI was delisted on the 19th of September, 2025.
62 hedge funds and large institutions have $90.2M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2021 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 18 reducing their positions, and 11 closing their positions.
6% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 18
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.7% less ownership
Funds ownership: 16.5% → 15.8% (-0.7%)
3% less capital invested
Capital invested by funds: $92.8M → $90.2M (-$2.63M)
5% less funds holding
Funds holding: 65 → 62 (-3)
18% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$2.6M |
| 2 |
SPIA
Steward Partners Investment Advisory
New York
|
+$591K |
| 3 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
+$355K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$308K |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$306K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
-$3.5M |
| 2 |
CA
Cornerstone Advisory
Hunt Valley,
Maryland
|
-$1.47M |
| 3 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$1.45M |
| 4 |
Citigroup
New York
|
-$830K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$702K |
JPI Hedge Fund Activity: Q1 2021 in Review
62 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred Securities & Income Opportunities Fund (JPI) for Q1 2021, worth a combined $90.2M — down 2.8% from $92.8M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of JPI and 9 opened new positions — a net loss of 2 holders — while 18 trimmed existing stakes and 19 added.
The largest buyer was Sit Investment Associates, adding an estimated $2.6M. The largest seller was Punch & Associates Investment Management, exiting entirely with an estimated $3.5M sold.
- 62 institutional investors held Nuveen Preferred Securities & Income Opportunities Fund (JPI) as of Q1 2021, down from 65 in Q4 2020.
- Funds reported $90.2M of Nuveen Preferred Securities & Income Opportunities Fund stock for Q1 2021, down 2.8% quarter-over-quarter.
- 9 funds opened new Nuveen Preferred Securities & Income Opportunities Fund positions in Q1 2021 and 11 closed out, a net change of -2 holders.
- The largest Nuveen Preferred Securities & Income Opportunities Fund buyer in Q1 2021 was Sit Investment Associates, an estimated $2.6M added.
- The largest Nuveen Preferred Securities & Income Opportunities Fund seller in Q1 2021 was Punch & Associates Investment Management, an estimated $3.5M sold.
Based on aggregated 13F filings for Q1 2021.