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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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72 hedge funds and large institutions have $102M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 24 increasing their positions, 18 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

33% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 18

8% more capital invested

Capital invested by funds: $94.3M → $102M (+$7.67M)

6% more funds holding

Funds holding: 68 → 72 (+4)

0.35% more ownership

Funds ownership: 24.14% → 24.49% (+0.35%)

Holders
72
Holders Change
+4
Holders Change %
+5.88%
% of All Funds
1.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
24
Reduced
18
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$3.83M
2
AC
Almitas Capital
California
+$2.79M
3
SIA
Sit Investment Associates
Minnesota
+$1.49M
4
PAIM
Punch & Associates Investment Management
Minnesota
+$1.18M
5
RCM
Rivernorth Capital Management
Florida
+$1.01M

Top Sellers

1
AW
Atlas Wealth
Ohio
-$8.03M
2
WAM
Weiss Asset Management
Massachusetts
-$1.11M
3
CA
Cornerstone Advisory
Maryland
-$810K
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$679K
5
Creative Planning
Creative Planning
Kansas
-$612K
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1
Cornerstone Advisory
Maryland
$10.9M -$810K -46,992 -7%
Morgan Stanley
2
Morgan Stanley
New York
$10.7M +$3.83M +222,391 +61%
SIA
3
Sit Investment Associates
Minnesota
$8.62M +$1.49M +86,167 +22%
PAIM
4
Punch & Associates Investment Management
Minnesota
$8.31M +$1.18M +68,424 +18%
Truist Financial
5
Truist Financial
North Carolina
$7.7M +$101K +5,873 +1%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$6.31M +$41.3K +2,394 +0.7%
AC
7
Almitas Capital
California
$4.99M +$2.79M +161,690 +146%
Stifel Financial
8
Stifel Financial
Missouri
$4.51M +$256K +14,855 +6%
RCM
9
Rivernorth Capital Management
Florida
$4.17M +$1.01M +58,532 +34%
Wells Fargo
10
Wells Fargo
California
$3.66M +$6.9K +400 +0.2%
Cohen & Steers
11
Cohen & Steers
New York
$3.18M – – –
UBS Group
12
UBS Group
Switzerland
$3.07M +$60K +3,478 +2%
RJA
13
Raymond James & Associates
Florida
$2.4M -$396K -22,949 -15%
LPL Financial
14
LPL Financial
California
$1.97M -$107K -6,197 -5%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$1.61M -$178K -10,310 -10%
IWC
16
Integrated Wealth Concepts
Massachusetts
$1.48M -$300K -17,425 -18%
Bank of America
17
Bank of America
North Carolina
$1.48M +$436K +25,313 +45%
CPIG
18
Chicago Partners Investment Group
Illinois
$1.47M +$92.6K +5,369 +7%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$1.23M -$4.45K -258 -0.4%
WAM
20
Weiss Asset Management
Massachusetts
$1.07M -$1.11M -64,185 -52%
CL
21
CSS LLC
Illinois
$998K +$731K +42,407 +348%
Osaic Holdings
22
Osaic Holdings
Arizona
$867K -$80.2K -4,650 -9%
Ameriprise
23
Ameriprise
Minnesota
$770K +$130K +7,565 +22%
GC
24
Guggenheim Capital
Illinois
$743K -$212K -12,318 -23%
EGA
25
E&G Advisors
Texas
$741K -$76.7K -4,450 -10%
1
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JPI Hedge Fund Activity: Q4 2023 in Review

72 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred Securities & Income Opportunities Fund (JPI) for Q4 2023, worth a combined $102M — up 8.1% from $94.3M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new JPI positions and 9 closed out — a net gain of 5 holders — while 24 added to existing stakes and 18 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.83M. The largest seller was Atlas Wealth, exiting entirely with an estimated $8.03M sold.

  • 72 institutional investors held Nuveen Preferred Securities & Income Opportunities Fund (JPI) as of Q4 2023, up from 68 in Q3 2023.
  • Funds reported $102M of Nuveen Preferred Securities & Income Opportunities Fund stock for Q4 2023, up 8.1% quarter-over-quarter.
  • 14 funds opened new Nuveen Preferred Securities & Income Opportunities Fund positions in Q4 2023 and 9 closed out, a net change of +5 holders.
  • The largest Nuveen Preferred Securities & Income Opportunities Fund buyer in Q4 2023 was Morgan Stanley, an estimated $3.83M added.
  • The largest Nuveen Preferred Securities & Income Opportunities Fund seller in Q4 2023 was Atlas Wealth, an estimated $8.03M sold.

Based on aggregated 13F filings for Q4 2023.