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JPI

Nuveen Preferred Securities & Income Opportunities Fund

Delisted

JPI was delisted on the 19th of September, 2025.

71 hedge funds and large institutions have $108M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 17 increasing their positions, 20 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $102M → $108M (+$5.97M)

0.07% more ownership

Funds ownership: 24.49%24.56% (+0.07%)

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

1% less funds holding

Funds holding: 7271 (-1)

15% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 20

Holders
71
Holders Change
-1
Holders Change %
-1.39%
% of All Funds
1.02%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
17
Reduced
20
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
1
Cornerstone Advisory
Maryland
$11.1M -$307K -16,415 -3%
SIA
2
Sit Investment Associates
Minnesota
$11M +$1.83M +97,850 +21%
PAIM
3
Punch & Associates Investment Management
Minnesota
$8.42M -$317K -16,945 -4%
Truist Financial
4
Truist Financial
North Carolina
$8.16M +$50.2K +2,681 +0.6%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$6.53M -$100K -5,351 -2%
Morgan Stanley
6
Morgan Stanley
New York
$5.41M -$5.72M -305,478 -52%
AC
7
Almitas Capital
California
$5.25M +$3.2K +171 +0.1%
Stifel Financial
8
Stifel Financial
Missouri
$4.74M -$8.59K -459 -0.2%
RCM
9
Rivernorth Capital Management
Florida
$4.56M +$159K +8,516 +4%
Jane Street
10
Jane Street
New York
$3.84M +$3.73M +199,434 New
Wells Fargo
11
Wells Fargo
California
$3.8M -$47.6K -2,542 -1%
Cohen & Steers
12
Cohen & Steers
New York
$3.35M
UBS Group
13
UBS Group
Switzerland
$2.7M -$521K -27,854 -17%
SAG
14
SageView Advisory Group
California
$2.59M +$2.21M +117,921 New
RJA
15
Raymond James & Associates
Florida
$2.28M -$236K -12,613 -10%
LPL Financial
16
LPL Financial
California
$2.21M +$127K +6,796 +6%
CL
17
CSS LLC
Illinois
$2.1M +$1.02M +54,350 +100%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1.7M +$1.93K +103 +0.1%
Bank of America
19
Bank of America
North Carolina
$1.51M -$50.6K -2,705 -3%
CPIG
20
Chicago Partners Investment Group
Illinois
$1.44M -$54.6K -2,919 -4%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$1.28M -$8.78K -469 -0.7%
IWC
22
Integrated Wealth Concepts
Massachusetts
$1.25M -$304K -16,265 -20%
BI
23
Bulldog Investors
New Jersey
$954K +$928K +49,591 New
Osaic Holdings
24
Osaic Holdings
Arizona
$937K +$24K +1,281 +3%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$880K +$578K +30,868 +207%

JPI Hedge Fund Activity: Q1 2024 in Review

71 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred Securities & Income Opportunities Fund (JPI) for Q1 2024, worth a combined $108M — up 5.9% from $102M a quarter earlier.

Fund positioning in JPI was balanced in Q1 2024: 11 funds opened new positions, 11 closed out, 17 added to existing stakes and 20 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $3.73M. The largest seller was Morgan Stanley, cutting an estimated $5.72M.

  • 71 institutional investors held Nuveen Preferred Securities & Income Opportunities Fund (JPI) as of Q1 2024, down from 72 in Q4 2023.
  • Funds reported $108M of Nuveen Preferred Securities & Income Opportunities Fund stock for Q1 2024, up 5.9% quarter-over-quarter.
  • 11 funds opened new Nuveen Preferred Securities & Income Opportunities Fund positions in Q1 2024 and 11 closed out, a net change of 0 holders.
  • The largest Nuveen Preferred Securities & Income Opportunities Fund buyer in Q1 2024 was Jane Street, an estimated $3.73M added.
  • The largest Nuveen Preferred Securities & Income Opportunities Fund seller in Q1 2024 was Morgan Stanley, an estimated $5.72M sold.

Based on aggregated 13F filings for Q1 2024.