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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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66 hedge funds and large institutions have $77.3M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 22 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

22% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 18

2% more funds holding

Funds holding: 65 → 66 (+1)

1% more ownership

Funds ownership: 18.37% → 19.37% (+1%)

0% less capital invested

Capital invested by funds: $77.6M → $77.3M (-$362K)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
66
Holders Change
+1
Holders Change %
+1.54%
% of All Funds
1.05%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
11
Increased
22
Reduced
18
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AW
Atlas Wealth
Ohio
+$3.99M
2
CA
Cornerstone Advisory
Maryland
+$2.09M
3
PAIM
Punch & Associates Investment Management
Minnesota
+$651K
4
SIA
Sit Investment Associates
Minnesota
+$463K
5
GC
Guggenheim Capital
Illinois
+$367K

Top Sellers

1
COLIM
City of London Investment Management
United Kingdom
-$1.31M
2
IFG
Independent Financial Group
California
-$709K
3
RCM
Rivernorth Capital Management
Florida
-$497K
4
Wells Fargo
Wells Fargo
California
-$445K
5
CL
CSS LLC
Illinois
-$420K
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1
Cornerstone Advisory
Maryland
$10.8M +$2.09M +109,802 +22%
PAIM
2
Punch & Associates Investment Management
Minnesota
$6.9M +$651K +34,121 +10%
Morgan Stanley
3
Morgan Stanley
New York
$5.83M -$284K -14,910 -4%
Truist Financial
4
Truist Financial
North Carolina
$5.64M +$351K +18,410 +6%
Stifel Financial
5
Stifel Financial
Missouri
$5.15M -$196K -10,290 -3%
AW
6
Atlas Wealth
Ohio
$4.82M +$3.99M +209,051 +325%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$4.03M -$40K -2,097 -0.9%
UBS Group
8
UBS Group
Switzerland
$3.59M +$72.9K +3,822 +2%
RJA
9
Raymond James & Associates
Florida
$3.59M -$71.2K -3,731 -2%
Cohen & Steers
10
Cohen & Steers
New York
$3.07M – – –
SIA
11
Sit Investment Associates
Minnesota
$2.9M +$463K +24,271 +17%
IWC
12
Integrated Wealth Concepts
Massachusetts
$2.53M +$18.6K +976 +0.7%
Wells Fargo
13
Wells Fargo
California
$2.49M -$445K -23,340 -14%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$2.2M -$334K -17,500 -12%
CPIG
15
Chicago Partners Investment Group
Illinois
$1.34M +$21.6K +1,131 +1%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$1.21M +$62.2K +3,263 +5%
GC
17
Guggenheim Capital
Illinois
$856K +$367K +19,221 +66%
LPL Financial
18
LPL Financial
California
$832K +$104K +5,437 +13%
EGA
19
E&G Advisors
Texas
$805K – – –
Ameriprise
20
Ameriprise
Minnesota
$616K +$225K +11,798 +51%
HWAM
21
Hennion & Walsh Asset Management
New Jersey
$594K +$211K +11,073 +49%
SPIA
22
Steward Partners Investment Advisory
New York
$592K -$5.34K -280 -0.8%
CAN
23
Cetera Advisor Networks
California
$514K -$15K -784 -3%
IWM
24
IHT Wealth Management
Illinois
$444K -$144K -7,546 -23%
WS
25
Wedbush Securities
California
$419K -$7.27K -381 -2%
1
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JPI Hedge Fund Activity: Q1 2023 in Review

66 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred Securities & Income Opportunities Fund (JPI) for Q1 2023, worth a combined $77.3M — down 0.47% from $77.6M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new JPI positions and 8 closed out — a net gain of 3 holders — while 22 added to existing stakes and 18 trimmed.

The largest buyer was Atlas Wealth, adding an estimated $3.99M. The largest seller was City of London Investment Management, exiting entirely with an estimated $1.31M sold.

  • 66 institutional investors held Nuveen Preferred Securities & Income Opportunities Fund (JPI) as of Q1 2023, up from 65 in Q4 2022.
  • Funds reported $77.3M of Nuveen Preferred Securities & Income Opportunities Fund stock for Q1 2023, down 0.47% quarter-over-quarter.
  • 11 funds opened new Nuveen Preferred Securities & Income Opportunities Fund positions in Q1 2023 and 8 closed out, a net change of +3 holders.
  • The largest Nuveen Preferred Securities & Income Opportunities Fund buyer in Q1 2023 was Atlas Wealth, an estimated $3.99M added.
  • The largest Nuveen Preferred Securities & Income Opportunities Fund seller in Q1 2023 was City of London Investment Management, an estimated $1.31M sold.

Based on aggregated 13F filings for Q1 2023.