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JPI

Nuveen Preferred Securities & Income Opportunities Fund
JPI

Delisted

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

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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.

New
Increased
Maintained
Reduced
Closed

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

Holders
62
Holders Change
-3
Holders Change %
-4.62%
% of All Funds
1.09%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
19
Reduced
18
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$2.6M
2
SPIA
Steward Partners Investment Advisory
New York
+$591K
3
BRWA
B. Riley Wealth Advisors
Florida
+$355K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$308K
5
GC
Guggenheim Capital
Illinois
+$306K

Top Sellers

1
PAIM
Punch & Associates Investment Management
Minnesota
-$3.5M
2
CA
Cornerstone Advisory
Maryland
-$1.47M
3
CAN
Cetera Advisor Networks
California
-$1.45M
4
Citigroup
Citigroup
New York
-$830K
5
Wells Fargo
Wells Fargo
California
-$702K
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1
Cornerstone Advisory
Maryland
$11.8M -$1.47M -60,658 -11%
SIA
2
Sit Investment Associates
Minnesota
$9.19M +$2.6M +107,107 +41%
Morgan Stanley
3
Morgan Stanley
New York
$8.17M +$114K +4,695 +1%
Cohen & Steers
4
Cohen & Steers
New York
$7.77M -$263K -10,816 -3%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$6.94M -$568K -23,404 -8%
Invesco
6
Invesco
Georgia
$6.46M +$133K +5,485 +2%
RJA
7
Raymond James & Associates
Florida
$4.85M -$356K -14,655 -7%
Wells Fargo
8
Wells Fargo
California
$4.65M -$702K -28,935 -13%
UBS Group
9
UBS Group
Switzerland
$2.51M +$99.2K +4,086 +4%
IWM
10
IHT Wealth Management
Illinois
$2.46M -$327K -13,464 -12%
Truist Financial
11
Truist Financial
North Carolina
$2.43M +$10.8K +444 +0.5%
CPIG
12
Chicago Partners Investment Group
Illinois
$2.18M +$67.1K +2,766 +3%
HWAM
13
Hennion & Walsh Asset Management
New Jersey
$2.15M +$2.08M +85,779 New
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$1.72M +$129K +5,311 +8%
EGA
15
E&G Advisors
Texas
$1.31M – – –
TC
16
Telemus Capital
Michigan
$1M – – –
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$912K -$54.5K -2,247 -6%
Thrivent Financial for Lutherans
18
Thrivent Financial for Lutherans
Minnesota
$850K +$9.61K +396 +1%
CRC
19
Curi RMB Capital
Illinois
$828K -$40.3K -1,662 -5%
GC
20
Guggenheim Capital
Illinois
$823K +$306K +12,615 +62%
LPL Financial
21
LPL Financial
California
$674K -$122K -5,033 -16%
Ameriprise
22
Ameriprise
Minnesota
$643K +$176K +7,236 +39%
WS
23
Wedbush Securities
California
$637K +$12.6K +521 +2%
WWMSC
24
Wagner Wealth Management (South Carolina)
South Carolina
$635K – – –
SPIA
25
Steward Partners Investment Advisory
New York
$622K +$591K +24,365 +4,873%
1
2 3

JPI Hedge Fund Activity: Q1 2021 in Review

62 of the 5,695 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.