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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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63 hedge funds and large institutions have $81.4M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2022 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 16 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

5% more funds holding

Funds holding: 60 → 63 (+3)

0.14% less ownership

Funds ownership: 16.54% → 16.4% (-0.14%)

16% less capital invested

Capital invested by funds: $97.3M → $81.4M (-$15.9M)

24% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 21

Holders
63
Holders Change
+3
Holders Change %
+5%
% of All Funds
0.99%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
16
Reduced
21
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
Raymond James & Associates
Florida
+$2.17M
2
Stifel Financial
Stifel Financial
Missouri
+$1.7M
3
Morgan Stanley
Morgan Stanley
New York
+$878K
4
COLIM
City of London Investment Management
United Kingdom
+$767K
5
UBS Group
UBS Group
Switzerland
+$716K

Top Sellers

1
SIA
Sit Investment Associates
Minnesota
-$4.94M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.13M
3
AWA
Arete Wealth Advisors
Illinois
-$855K
4
Ameriprise
Ameriprise
Minnesota
-$457K
5
GC
Guggenheim Capital
Illinois
-$415K
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1
Cornerstone Advisory
Maryland
$10.1M +$93.2K +4,002 +0.9%
Morgan Stanley
2
Morgan Stanley
New York
$8.42M +$878K +37,708 +11%
RJA
3
Raymond James & Associates
Florida
$6.09M +$2.17M +93,134 +51%
Stifel Financial
4
Stifel Financial
Missouri
$5.44M +$1.7M +73,019 +42%
SIA
5
Sit Investment Associates
Minnesota
$4.85M -$4.94M -212,248 -49%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$4.47M -$1.13M -48,675 -19%
Truist Financial
7
Truist Financial
North Carolina
$4.29M -$90.3K -3,879 -2%
Wells Fargo
8
Wells Fargo
California
$3.94M -$403K -17,311 -9%
Cohen & Steers
9
Cohen & Steers
New York
$3.82M -$183K -7,841 -4%
UBS Group
10
UBS Group
Switzerland
$3.61M +$716K +30,753 +23%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$3.27M +$7.83K +336 +0.2%
IWC
12
Integrated Wealth Concepts
Massachusetts
$2.95M +$79.1K +3,398 +3%
CPIG
13
Chicago Partners Investment Group
Illinois
$1.75M -$174K -7,469 -8%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$1.44M -$46.5K -1,998 -3%
IWM
15
IHT Wealth Management
Illinois
$1.33M +$262K +11,267 +23%
Invesco
16
Invesco
Georgia
$1.2M -$249K -10,712 -16%
EGA
17
E&G Advisors
Texas
$1.08M -$33.4K -1,436 -3%
IFG
18
Independent Financial Group
California
$820K +$288K +12,384 +50%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$815K +$65K +2,792 +8%
SPIA
20
Steward Partners Investment Advisory
New York
$786K -$100K -4,292 -11%
COLIM
21
City of London Investment Management
United Kingdom
$724K +$767K +32,924 New
CRC
22
Curi RMB Capital
Illinois
$705K – – –
LPL Financial
23
LPL Financial
California
$705K +$138K +5,909 +23%
CAN
24
Cetera Advisor Networks
California
$611K +$14.7K +630 +2%
Ameriprise
25
Ameriprise
Minnesota
$609K -$457K -19,620 -41%
1
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JPI Hedge Fund Activity: Q1 2022 in Review

63 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred Securities & Income Opportunities Fund (JPI) for Q1 2022, worth a combined $81.4M — down 16% from $97.3M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new JPI positions and 7 closed out — a net gain of 5 holders — while 16 added to existing stakes and 21 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $2.17M. The largest seller was Sit Investment Associates, cutting an estimated $4.94M.

  • 63 institutional investors held Nuveen Preferred Securities & Income Opportunities Fund (JPI) as of Q1 2022, up from 60 in Q4 2021.
  • Funds reported $81.4M of Nuveen Preferred Securities & Income Opportunities Fund stock for Q1 2022, down 16% quarter-over-quarter.
  • 12 funds opened new Nuveen Preferred Securities & Income Opportunities Fund positions in Q1 2022 and 7 closed out, a net change of +5 holders.
  • The largest Nuveen Preferred Securities & Income Opportunities Fund buyer in Q1 2022 was Raymond James & Associates, an estimated $2.17M added.
  • The largest Nuveen Preferred Securities & Income Opportunities Fund seller in Q1 2022 was Sit Investment Associates, an estimated $4.94M sold.

Based on aggregated 13F filings for Q1 2022.