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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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59 hedge funds and large institutions have $70.5M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 18 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 18

0.32% less ownership

Funds ownership: 16.4% → 16.07% (-0.32%)

6% less funds holding

Funds holding: 63 → 59 (-4)

13% less capital invested

Capital invested by funds: $81.4M → $70.5M (-$10.9M)

33% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 12

Holders
59
Holders Change
-4
Holders Change %
-6.35%
% of All Funds
0.99%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
19
Reduced
18
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAIM
Punch & Associates Investment Management
Minnesota
+$5.06M
2
COLIM
City of London Investment Management
United Kingdom
+$1.91M
3
UBS Group
UBS Group
Switzerland
+$1.14M
4
Stifel Financial
Stifel Financial
Missouri
+$542K
5
RCM
Rivernorth Capital Management
Florida
+$409K

Top Sellers

1
SIA
Sit Investment Associates
Minnesota
-$4.85M
2
RJA
Raymond James & Associates
Florida
-$1.48M
3
Morgan Stanley
Morgan Stanley
New York
-$641K
4
CA
Cornerstone Advisory
Maryland
-$584K
5
GC
Guggenheim Capital
Illinois
-$572K
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1
Cornerstone Advisory
Maryland
$8.29M -$584K -28,430 -6%
Morgan Stanley
2
Morgan Stanley
New York
$6.76M -$641K -31,190 -8%
Stifel Financial
3
Stifel Financial
Missouri
$5.26M +$542K +26,384 +11%
PAIM
4
Punch & Associates Investment Management
Minnesota
$4.74M +$5.06M +246,511 New
UBS Group
5
UBS Group
Switzerland
$4.22M +$1.14M +55,626 +34%
RJA
6
Raymond James & Associates
Florida
$3.94M -$1.48M -71,904 -26%
Truist Financial
7
Truist Financial
North Carolina
$3.58M -$179K -8,719 -4%
Wells Fargo
8
Wells Fargo
California
$3.52M +$77.9K +3,792 +2%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$3.39M -$552K -26,867 -13%
Cohen & Steers
10
Cohen & Steers
New York
$3.34M – – –
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$2.85M -$12.9K -628 -0.4%
IWC
12
Integrated Wealth Concepts
Massachusetts
$2.59M +$15.3K +743 +0.6%
COLIM
13
City of London Investment Management
United Kingdom
$2.42M +$1.91M +92,844 +282%
CPIG
14
Chicago Partners Investment Group
Illinois
$1.77M +$8.69K +423 +0.5%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$1.3M +$61.6K +2,997 +5%
IWM
16
IHT Wealth Management
Illinois
$1.17M +$14.8K +719 +1%
EGA
17
E&G Advisors
Texas
$947K – – –
Invesco
18
Invesco
Georgia
$803K -$262K -12,749 -23%
RCM
19
Rivernorth Capital Management
Florida
$752K +$409K +19,893 +103%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$750K +$40.1K +1,953 +5%
LPL Financial
21
LPL Financial
California
$721K +$113K +5,483 +17%
IFG
22
Independent Financial Group
California
$715K -$924 -45 -0.1%
SPIA
23
Steward Partners Investment Advisory
New York
$664K -$24.7K -1,204 -3%
WS
24
Wedbush Securities
California
$554K +$46.6K +2,268 +9%
CAN
25
Cetera Advisor Networks
California
$538K +$4.58K +223 +0.8%
1
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JPI Hedge Fund Activity: Q2 2022 in Review

59 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred Securities & Income Opportunities Fund (JPI) for Q2 2022, worth a combined $70.5M — down 13% from $81.4M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of JPI and 8 opened new positions — a net loss of 4 holders — while 18 trimmed existing stakes and 19 added.

The largest buyer was Punch & Associates Investment Management, opening a new position worth an estimated $5.06M. The largest seller was Sit Investment Associates, exiting entirely with an estimated $4.85M sold.

  • 59 institutional investors held Nuveen Preferred Securities & Income Opportunities Fund (JPI) as of Q2 2022, down from 63 in Q1 2022.
  • Funds reported $70.5M of Nuveen Preferred Securities & Income Opportunities Fund stock for Q2 2022, down 13% quarter-over-quarter.
  • 8 funds opened new Nuveen Preferred Securities & Income Opportunities Fund positions in Q2 2022 and 12 closed out, a net change of -4 holders.
  • The largest Nuveen Preferred Securities & Income Opportunities Fund buyer in Q2 2022 was Punch & Associates Investment Management, an estimated $5.06M added.
  • The largest Nuveen Preferred Securities & Income Opportunities Fund seller in Q2 2022 was Sit Investment Associates, an estimated $4.85M sold.

Based on aggregated 13F filings for Q2 2022.