Nuveen Preferred Securities & Income Opportunities Fund
JPI
JPI was delisted on the 19th of September, 2025.
60 hedge funds and large institutions have $97.3M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2021 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 18 reducing their positions, and 10 closing their positions.
16% more capital invested
Capital invested by funds: $83.6M → $97.3M (+$13.7M)
10% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 10
1.78% more ownership
Funds ownership: 14.76% → 16.54% (+1.8%)
6% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 18
2% less funds holding
Funds holding: 61 → 60 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
+$3.71M |
| 2 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$2.32M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.24M |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
+$2.23M |
| 5 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$1.39M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
-$1.21M |
| 2 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
-$1.19M |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$536K |
| 4 |
HF
HRT Financial
New York
|
-$498K |
| 5 |
Jane Street
New York
|
-$473K |
JPI Hedge Fund Activity: Q4 2021 in Review
60 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred Securities & Income Opportunities Fund (JPI) for Q4 2021, worth a combined $97.3M — up 16% from $83.6M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new JPI positions and 10 closed out — a net gain of 1 holder — while 19 added to existing stakes and 18 trimmed.
The largest buyer was Stifel Financial, adding an estimated $3.71M. The largest seller was Cohen & Steers, cutting an estimated $1.21M.
- 60 institutional investors held Nuveen Preferred Securities & Income Opportunities Fund (JPI) as of Q4 2021, down from 61 in Q3 2021.
- Funds reported $97.3M of Nuveen Preferred Securities & Income Opportunities Fund stock for Q4 2021, up 16% quarter-over-quarter.
- 11 funds opened new Nuveen Preferred Securities & Income Opportunities Fund positions in Q4 2021 and 10 closed out, a net change of +1 holder.
- The largest Nuveen Preferred Securities & Income Opportunities Fund buyer in Q4 2021 was Stifel Financial, an estimated $3.71M added.
- The largest Nuveen Preferred Securities & Income Opportunities Fund seller in Q4 2021 was Cohen & Steers, an estimated $1.21M sold.
Based on aggregated 13F filings for Q4 2021.