Nuveen Preferred Securities & Income Opportunities Fund
JPI
JPI was delisted on the 19th of September, 2025.
65 hedge funds and large institutions have $77.6M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2022 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 21 increasing their positions, 19 reducing their positions, and 6 closing their positions.
117% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 6
16% more capital invested
Capital invested by funds: $67.2M → $77.6M (+$10.4M)
11% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 19
10% more funds holding
Funds holding: 59 → 65 (+6)
2.34% more ownership
Funds ownership: 16.03% → 18.37% (+2.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$2.29M |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
+$2.04M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.47M |
| 4 |
CA
Cornerstone Advisory
Hunt Valley,
Maryland
|
+$1.35M |
| 5 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
+$1.32M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
-$569K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$531K |
| 3 |
Invesco
Atlanta,
Georgia
|
-$411K |
| 4 |
Morgan Stanley
New York
|
-$375K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$294K |
JPI Hedge Fund Activity: Q4 2022 in Review
65 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred Securities & Income Opportunities Fund (JPI) for Q4 2022, worth a combined $77.6M — up 16% from $67.2M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new JPI positions and 6 closed out — a net gain of 7 holders — while 21 added to existing stakes and 19 trimmed.
The largest buyer was Sit Investment Associates, adding an estimated $2.29M. The largest seller was IHT Wealth Management, cutting an estimated $569K.
- 65 institutional investors held Nuveen Preferred Securities & Income Opportunities Fund (JPI) as of Q4 2022, up from 59 in Q3 2022.
- Funds reported $77.6M of Nuveen Preferred Securities & Income Opportunities Fund stock for Q4 2022, up 16% quarter-over-quarter.
- 13 funds opened new Nuveen Preferred Securities & Income Opportunities Fund positions in Q4 2022 and 6 closed out, a net change of +7 holders.
- The largest Nuveen Preferred Securities & Income Opportunities Fund buyer in Q4 2022 was Sit Investment Associates, an estimated $2.29M added.
- The largest Nuveen Preferred Securities & Income Opportunities Fund seller in Q4 2022 was IHT Wealth Management, an estimated $569K sold.
Based on aggregated 13F filings for Q4 2022.